AI Trading Co-Pilot MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| DATA_DIR | No | Custom data directory | ~/.okx-trade-mcp |
| OKX_MODE | No | Trading mode: 'demo' or 'live' | demo |
| MINIMAX_API_KEY | No | MiniMax API Key (required for AI analysis) | |
| OKX_DEMO_API_KEY | No | OKX Demo API Key (required for trading & account data in demo mode) | |
| OKX_LIVE_API_KEY | No | OKX Live API Key (use when OKX_MODE=live) | |
| OKX_TRADE_CONFIRM | No | Set to 'true' to require confirmation before trades | false |
| OKX_DEMO_PASSPHRASE | No | OKX Demo Passphrase | |
| OKX_DEMO_SECRET_KEY | No | OKX Demo Secret Key | |
| OKX_LIVE_PASSPHRASE | No | OKX Live Passphrase | |
| OKX_LIVE_SECRET_KEY | No | OKX Live Secret Key |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| okx_get_tickerA | Get current price, 24h change, and volume for any OKX instrument (BTC-USDT, ETH-USDT, SOL-USDT, OKB-USDT) |
| okx_get_candlesB | Fetch OHLCV candle data for chart analysis. Returns up to 300 candles. |
| okx_technical_analysisA | Run full technical analysis: RSI (14), MACD (12,26,9), Bollinger Bands (20,2), Moving Averages (20,50,200). Returns formatted report with bull/bear signal counts. |
| okx_get_market_dataA | Get derivatives market data: Open Interest, Long/Short Ratio, and Funding Rate for perpetual contracts |
| okx_get_balanceA | Get account balance — all currencies with USD equivalent. Requires OKX API key configured. |
| okx_get_positionsB | Get all open positions with P&L, leverage, margin ratio. Requires OKX API key. |
| okx_place_orderA | Place a market order on OKX. SWAP: sets leverage + optional SL/TP. SPOT: simple buy/sell. Use confirm=true to preview before executing. |
| okx_close_positionA | Close an open position by placing a reduce-only market order in the opposite direction |
| okx_run_copilotA | Run full 4-agent AI analysis (macro + technical + risk + portfolio manager). Returns signal, conviction, summary, reasoning, and suggested action. Requires LLM API key (MINIMAX_API_KEY). |
| okx_run_single_agentB | Run a single AI analysis agent (macro, technical, or risk). Faster than full co-pilot. Returns the agent's analysis report. |
| okx_generate_trading_planA | Generate a detailed executable trading plan from a co-pilot analysis result. Must run okx_run_copilot first to get the analysis result, then pass it here. |
| okx_list_rulesA | List all user trading rules. Hard rules are programmatic checks (metric + operator + threshold → block/allow). Soft rules are natural language injected into AI prompts. |
| okx_evaluate_rulesA | Evaluate hard rules against current market state. Returns whether a proposed trade (signal) would be allowed or blocked. |
| okx_add_ruleA | Add a new trading rule using natural language. The system auto-classifies it as hard (quantitative) or soft (qualitative). Examples: "Block all trades when funding rate > 0.1%", "Prefer to follow the trend". |
| okx_list_skillsA | List all 6 available analysis skills with descriptions and which agents they apply to. Shows current enabled/disabled status. |
| okx_configure_skillsA | Enable or disable specific skills for specific agents. Saves configuration persistently. |
| okx_get_promptsA | View the current system prompts for all 4 AI agents. Shows both default and custom prompts. |
| okx_update_promptA | Customize an agent's system prompt. The JSON output format suffix is automatically appended. Set prompt to empty string to reset to default. |
| okx_set_llm_configA | Configure LLM settings (temperature, max tokens). v1 supports MiniMax only; architecture is ready for future providers. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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