Which integrations are available for this server?

Provides AI-powered cryptocurrency trading assistance with real-time OKX exchange integration, including market data, account management, AI analysis, trading execution, and customizable rules for automated trading.

How do I use AI Trading Co-Pilot MCP Server?

1. Click on "Deploy Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@AI Trading Co-Pilot MCP Server Run a full analysis on BTC" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

AI Trading Co-Pilot MCP Server

by foxisyw

Overview Schema Source Related Servers Discussions Admin

JavaScript

Remote

#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)

Log in to OKX
Go to API Management → Create API Key
Permissions needed: Read + Trade (do NOT enable Withdraw)
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.

Sign up at MiniMax Platform
Create an API Key
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

🌐 Links

Available Tools

19 tools

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".

Inputs: text (required).

okx_close_positionA

Close an open position by placing a reduce-only market order in the opposite direction

Inputs: instrument (required), confirm.

okx_configure_skillsA

Enable or disable specific skills for specific agents. Saves configuration persistently.

Inputs: agentId (required), enabledSkills (required).

okx_evaluate_rulesA

Evaluate hard rules against current market state. Returns whether a proposed trade (signal) would be allowed or blocked.

Inputs: signal (required), instrument.

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.

Inputs: coPilotResult (required), instrument.

okx_get_balanceA

Get account balance — all currencies with USD equivalent. Requires OKX API key configured.

Inputs: no named parameters.

okx_get_candlesB

Fetch OHLCV candle data for chart analysis. Returns up to 300 candles.

Inputs: bar, limit, instType, instrument.

okx_get_market_dataA

Get derivatives market data: Open Interest, Long/Short Ratio, and Funding Rate for perpetual contracts

Inputs: instrument.

okx_get_positionsB

Get all open positions with P&L, leverage, margin ratio. Requires OKX API key.

Inputs: instType.

okx_get_promptsA

View the current system prompts for all 4 AI agents. Shows both default and custom prompts.

Inputs: agentId.

okx_get_tickerA

Get current price, 24h change, and volume for any OKX instrument (BTC-USDT, ETH-USDT, SOL-USDT, OKB-USDT)

Inputs: instType, instrument.

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.

Inputs: no named parameters.

okx_list_skillsA

List all 6 available analysis skills with descriptions and which agents they apply to. Shows current enabled/disabled status.

Inputs: no named parameters.

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.

Inputs: side (required), size (required), instrument (required), confirm, +4 more.

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).

Inputs: instType, instrument, enabledSkills, disabledAgents.

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.

Inputs: agentId (required), instType, instrument, enabledSkills.

okx_set_llm_configA

Configure LLM settings (temperature, max tokens). v1 supports MiniMax only; architecture is ready for future providers.

Inputs: model, maxTokens, temperature.

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.

Inputs: bar, instType, instrument.

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.

Inputs: prompt (required), agentId (required).

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections.

Loading tool schema changelog…

Deploy Server

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

TDQS

A3.8/5.0

Scored 2026-08-02 09:55 across 19 tools

Disambiguation4/5

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.

Naming Consistency5/5

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.

Tool Count4/5

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.

Completeness4/5

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.

Maintenance

ActivityInactive

ResponsivenessOutdated data

Resources

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⚡ Quick Start (3 minutes)

1. Install

2. Configure API Keys

3. Start the MCP Server

4. Start Chatting

🔑 Configuration

OKX API Key (Required for Trading)

LLM API Key (Required for AI Analysis)

Optional Settings

🛠 Available Tools (19)

Market Data (4 tools) — No API key needed

Account (2 tools) — Requires OKX API key

AI Analysis (3 tools) — Requires LLM key

Trading (2 tools) — Requires OKX API key

Rules (3 tools)

Skills & Config (5 tools)

💬 Usage Examples

Market Analysis

AI Co-Pilot

Trading

Rules Management

Customization

🤖 AI Agents

⚙️ Analysis Skills (6)

🎨 Canvas Dashboard

📋 Supported Instruments

🔒 Security

🔧 Testing

MCP Inspector

Claude Desktop

OpenClaw

📄 License

🌐 Links

Available Tools

Tool Schema Changelog

TDQS

Maintenance

Resources

Related MCP Connectors

Related MCP Servers

DeFi Trading Agent MCP Server

Bybit AI Trader

okx-trade-mcp

okx-trade-mcpofficial