AI Trading Co-Pilot MCP 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.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@AI Trading Co-Pilot MCP ServerRun 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
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-serverOr clone and install locally:
cd mcp/
npm install2. 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 trades3. Start the MCP Server
node bin/okx-trade-mcp.mjsOr 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 |
| Demo API Key |
| Demo Secret Key |
| Demo Passphrase |
| Live API Key (when OKX_MODE=live) |
| Live Secret Key |
| 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_KEYenvironment 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 |
|
|
|
|
|
|
|
| Custom data directory for rules, prompts, config |
🛠 Available Tools (19)
Market Data (4 tools) — No API key needed
Tool | Description | Example |
| Real-time price, 24h change, volume | "What's the BTC price?" |
| OHLCV candle data (1m~1D, up to 300) | "Show me ETH 4H candles" |
| RSI, MACD, Bollinger Bands, Moving Averages | "Technical analysis for SOL" |
| Open Interest, Long/Short Ratio, Funding Rate | "What's the BTC funding rate?" |
Account (2 tools) — Requires OKX API key
Tool | Description | Example |
| All currencies with USD equivalent | "What's my balance?" |
| Open positions + PnL + leverage + margin | "Show my positions" |
AI Analysis (3 tools) — Requires LLM key
Tool | Description | Example |
| Full 4-agent analysis → signal + conviction | "Analyze BTC for me" |
| Run one agent (macro/technical/risk) | "What does the macro agent think about ETH?" |
| Detailed plan: entry, SL, TP, risk/reward | "Generate a trading plan" |
Trading (2 tools) — Requires OKX API key
Tool | Description | Example |
| Market order with leverage + SL/TP | "Open 10x long BTC, SL at 70000" |
| Close an existing position | "Close my ETH position" |
Rules (3 tools)
Tool | Description | Example |
| View all hard + soft trading rules | "List my rules" |
| Check if a trade passes hard rules | "Can I go long BTC now?" |
| Add rule via natural language | "Block trades when funding > 0.1%" |
Skills & Config (5 tools)
Tool | Description | Example |
| View 6 analysis skills and status | "What skills are available?" |
| Enable/disable skills per agent | "Enable fibonacci for technical agent" |
| View agent system prompts | "Show me the current prompts" |
| Customize an agent's prompt | "Make technical agent focus on volume" |
| 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 retracement from swing H/L | Technical, Manager |
| Doji, Engulfing, Hammer detection | Technical, Manager |
| Volume distribution + POC | Technical, Risk |
| OI changes, L/S ratio trends | Technical, Risk, Manager |
| Classify Low/Normal/High/Extreme | Risk, Manager |
| 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.mjsClaude 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
This server cannot be installed
Maintenance
Resources
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Looking for Admin?
If you are the server author, to access and configure the admin panel.
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