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foxisyw

AI Trading Co-Pilot MCP Server

by foxisyw

#AI Trading Co-Pilot — MCP Server

AI-powered cryptocurrency trading assistant for OpenClaw and any MCP-compatible client (Claude Desktop, etc.).

4-agent analysis system (macro + technical + risk + portfolio manager) with real-time OKX exchange integration, smart rules engine, and autonomous trading capabilities.

⚡ Quick Start (3 minutes)

1. Install

npm install @okx-trade/mcp-server

Or clone and install locally:

cd mcp/
npm install

2. Configure API Keys

# OKX Exchange API Key (required for trading & account data)
export OKX_DEMO_API_KEY="your-api-key"
export OKX_DEMO_SECRET_KEY="your-secret-key"
export OKX_DEMO_PASSPHRASE="your-passphrase"

# LLM API Key (required for AI analysis)
export MINIMAX_API_KEY="your-minimax-key"

# Optional settings
export OKX_MODE="demo"            # "demo" (default) or "live"
export OKX_TRADE_CONFIRM="true"   # Require confirmation before trades

3. Start the MCP Server

node bin/okx-trade-mcp.mjs

Or add to your MCP client config:

Claude Desktop (claude_desktop_config.json):

{
  "mcpServers": {
    "okx-trade": {
      "command": "node",
      "args": ["/path/to/mcp/bin/okx-trade-mcp.mjs"],
      "env": {
        "OKX_DEMO_API_KEY": "your-key",
        "OKX_DEMO_SECRET_KEY": "your-secret",
        "OKX_DEMO_PASSPHRASE": "your-pass",
        "MINIMAX_API_KEY": "your-minimax-key",
        "OKX_MODE": "demo"
      }
    }
  }
}

OpenClaw: Install via ClawHub or add manually in Settings → MCP Servers.

4. Start Chatting

"What's the BTC price?"
"Run a full analysis on BTC"
"Show me ETH technical analysis with 4H candles"
"Open a 10x long BTC position"

Related MCP server: Bybit AI Trader

🔑 Configuration

OKX API Key (Required for Trading)

  1. Log in to OKX

  2. Go to API Management → Create API Key

  3. Permissions needed: Read + Trade (do NOT enable Withdraw)

  4. Important: Do NOT set IP whitelist (MCP runs locally with dynamic IPs)

Demo mode (default): Uses OKX demo trading environment — no real money involved.

Env Variable

Description

OKX_DEMO_API_KEY

Demo API Key

OKX_DEMO_SECRET_KEY

Demo Secret Key

OKX_DEMO_PASSPHRASE

Demo Passphrase

OKX_LIVE_API_KEY

Live API Key (when OKX_MODE=live)

OKX_LIVE_SECRET_KEY

Live Secret Key

OKX_LIVE_PASSPHRASE

Live Passphrase

LLM API Key (Required for AI Analysis)

The AI co-pilot uses MiniMax M2.5 for multi-agent analysis.

  1. Sign up at MiniMax Platform

  2. Create an API Key

  3. Set MINIMAX_API_KEY environment variable

Without LLM key: Market Data, Account, Trading, and Rules tools still work. Only AI Copilot tools require the LLM key.

Optional Settings

Env Variable

Default

Description

OKX_MODE

demo

demo or live — must explicitly set live for real trading

OKX_TRADE_CONFIRM

false

true = always preview before executing trades

DATA_DIR

~/.okx-trade-mcp

Custom data directory for rules, prompts, config


🛠 Available Tools (19)

Market Data (4 tools) — No API key needed

Tool

Description

Example

okx_get_ticker

Real-time price, 24h change, volume

"What's the BTC price?"

okx_get_candles

OHLCV candle data (1m~1D, up to 300)

"Show me ETH 4H candles"

okx_technical_analysis

RSI, MACD, Bollinger Bands, Moving Averages

"Technical analysis for SOL"

okx_get_market_data

Open Interest, Long/Short Ratio, Funding Rate

"What's the BTC funding rate?"

Account (2 tools) — Requires OKX API key

Tool

Description

Example

okx_get_balance

All currencies with USD equivalent

"What's my balance?"

okx_get_positions

Open positions + PnL + leverage + margin

"Show my positions"

AI Analysis (3 tools) — Requires LLM key

Tool

Description

Example

okx_run_copilot

Full 4-agent analysis → signal + conviction

"Analyze BTC for me"

okx_run_single_agent

Run one agent (macro/technical/risk)

"What does the macro agent think about ETH?"

okx_generate_trading_plan

Detailed plan: entry, SL, TP, risk/reward

"Generate a trading plan"

Trading (2 tools) — Requires OKX API key

Tool

Description

Example

okx_place_order

Market order with leverage + SL/TP

"Open 10x long BTC, SL at 70000"

okx_close_position

Close an existing position

"Close my ETH position"

Rules (3 tools)

Tool

Description

Example

okx_list_rules

View all hard + soft trading rules

"List my rules"

okx_evaluate_rules

Check if a trade passes hard rules

"Can I go long BTC now?"

okx_add_rule

Add rule via natural language

"Block trades when funding > 0.1%"

Skills & Config (5 tools)

Tool

Description

Example

okx_list_skills

View 6 analysis skills and status

"What skills are available?"

okx_configure_skills

Enable/disable skills per agent

"Enable fibonacci for technical agent"

okx_get_prompts

View agent system prompts

"Show me the current prompts"

okx_update_prompt

Customize an agent's prompt

"Make technical agent focus on volume"

okx_set_llm_config

Configure temperature, max tokens

"Set temperature to 0.3"


💬 Usage Examples

Market Analysis

"What's the current BTC price and 24h change?"
"Show me ETH technical analysis with 4H candles"
"What's the current funding rate for BTC?"
"Get the open interest and long/short ratio for SOL"

AI Co-Pilot

"Run a full analysis on BTC"
"What does the macro agent think about ETH?"
"Run technical analysis only for SOL"
"Generate a trading plan based on the analysis"

Trading

"Open a 10x long BTC position with 10 contracts"
"Place a short ETH order with SL at 4000 and TP at 3500"
"Close my BTC-USDT-SWAP position"
"Show my current positions and P&L"

Rules Management

"Add a rule: block all trades when funding rate > 0.1%"
"Add a rule: don't go long when L/S ratio > 2"
"List my trading rules"
"Check if a BTC long trade would pass my rules"

Customization

"Show me the current agent prompts"
"Update the technical agent prompt to focus more on volume analysis"
"Enable fibonacci and candlestick-patterns skills for technical agent"
"Disable the fear-greed-index skill"
"Set LLM temperature to 0.3"

🤖 AI Agents

The co-pilot runs 4 AI agents:

Agent

Role

Focus

🌐 Macro Analyst

Macro environment

Fed policy, DXY, ETF flows, on-chain data

📊 Technical Analyst

Chart analysis

RSI, MACD, Bollinger Bands, trend, key levels

🛡️ Risk Manager

Risk assessment

Position sizing, leverage, stop-loss, max risk

👔 Portfolio Manager

Final decision

Synthesizes all reports → LONG/SHORT/HOLD + conviction

Workflow: Macro + Technical + Risk run in parallel → Portfolio Manager synthesizes → Final signal


⚙️ Analysis Skills (6)

Skill

Description

Agents

fibonacci-levels

Fibonacci retracement from swing H/L

Technical, Manager

candlestick-patterns

Doji, Engulfing, Hammer detection

Technical, Manager

volume-profile

Volume distribution + POC

Technical, Risk

orderflow-analysis

OI changes, L/S ratio trends

Technical, Risk, Manager

volatility-regime

Classify Low/Normal/High/Extreme

Risk, Manager

fear-greed-index

Crypto market sentiment (0-100)

Macro, Manager

All skills are enabled by default. Use okx_configure_skills to customize.


🎨 Canvas Dashboard

For OpenClaw users, two HTML templates are included for visual rendering:

  • dashboard.html — Main trading dashboard (price, positions, signal, chart)

  • analysis-report.html — Full analysis report (agent cards, trading plan, reasoning)

Ask the agent: "Show me the dashboard" or "Render the analysis report"


📋 Supported Instruments

Instrument

SWAP

SPOT

BTC-USDT

ETH-USDT

SOL-USDT

OKB-USDT


🔒 Security

  • All API keys stay local — stored in environment variables, never transmitted

  • Zero hardcoded credentials — npm package contains no secrets

  • Tool responses never include API keys — all sensitive data stripped

  • Default demo mode — must explicitly opt-in to live trading

  • Trade confirmation — optional preview before execution

  • No third-party data sharing — only connects to OKX API and LLM provider

  • Hard rules auto-enforcement — programmatic blocks cannot be bypassed


🔧 Testing

MCP Inspector

npx @modelcontextprotocol/inspector node bin/okx-trade-mcp.mjs

Claude Desktop

Add to claude_desktop_config.json and restart Claude Desktop.

OpenClaw

Install the plugin from ClawHub or add as custom MCP server.


📄 License

MIT


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