create_trading_plan
Create rule-based trading plans that trigger automatically when market conditions match, persisting in memory until activated or expired.
Instructions
Create a prospective trading plan that activates when conditions are met.
Stores a rule-based plan in prospective memory. The plan stays active until triggered, expired, or manually cancelled.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"trigger_type": "<trigger_type>",
"trigger_condition": "<trigger_condition>",
"planned_action": "<planned_action>",
"reasoning": "<reasoning>"
},
"name": "create_trading_plan"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| priority | No | Priority 0-1, higher = checked first (default 0.5) | |
| reasoning | Yes | Why this plan was created | |
| expiry_days | No | Days until plan expires (default 30) | |
| trigger_type | Yes | Type of trigger (e.g. "market_condition", "drawdown", "time_based") | |
| planned_action | Yes | JSON string describing what to do (e.g. '{"type": "skip_trade"}') | |
| trigger_condition | Yes | JSON string describing when to trigger (e.g. '{"regime": "ranging"}') |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||