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foxisyw

AI Trading Co-Pilot MCP Server

by foxisyw

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DATA_DIRNoCustom data directory~/.okx-trade-mcp
OKX_MODENoTrading mode: 'demo' or 'live'demo
MINIMAX_API_KEYNoMiniMax API Key (required for AI analysis)
OKX_DEMO_API_KEYNoOKX Demo API Key (required for trading & account data in demo mode)
OKX_LIVE_API_KEYNoOKX Live API Key (use when OKX_MODE=live)
OKX_TRADE_CONFIRMNoSet to 'true' to require confirmation before tradesfalse
OKX_DEMO_PASSPHRASENoOKX Demo Passphrase
OKX_DEMO_SECRET_KEYNoOKX Demo Secret Key
OKX_LIVE_PASSPHRASENoOKX Live Passphrase
OKX_LIVE_SECRET_KEYNoOKX Live Secret Key

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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