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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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 | |
TDQS
Scored across 19 tools
Each tool targets a distinct resource/action (market data, account, orders, AI agents, rules, skills, prompts). The only potential confusion is between get_ticker and get_market_data, but the latter is derivatives-specific and the former covers all instruments. Overall clear separation.
All tools share the okx_ prefix and use verb_noun (or verb_adj_noun) structure consistently, e.g., get_candles, place_order, list_rules, update_prompt. The single exception is technical_analysis which lacks a verb but is still readable. Pattern is predictable and easy to navigate.
19 tools is on the heavier side but justified by the breadth of the domain: market data, account management, trading execution, AI agents, rules, skills, and configuration. Each tool maps to a distinct feature, so the count is appropriate for a comprehensive trading copilot.
Core trading lifecycle is covered: market data, analysis, balance, positions, place/close orders. The rule-based risk system and AI agent customization add depth. Missing order history and cancel order, but these are secondary gaps that don't break the core workflow.