MCP Integration

One command, every AI assistant

Install the TradingWizard CLI and run tw setup. It detects Claude Desktop, Cursor, Claude Code, and VS Code on your machine, then wires each one to your TradingWizard data. Done.

Quick install

The CLI runs on Node 18+. After install, tw setup opens a browser tab for you to authorize the connector, then writes the MCP config into every detected AI client. Re-running it is a safe no-op.

npm install -g @tradingwizard/cli
tw setup

Step 1

Install the CLI

npm install -g @tradingwizard/cli. Adds the tw binary to your PATH.

Step 2

Authorize in your browser

tw setup opens /cli/authorize — sign in (if needed) and click Allow.

Step 3

Configs written

The CLI detects Claude Desktop, Cursor, Claude Code, and VS Code, then writes the MCP block into each one (with backups).

Step 4

Self-test + restart

The CLI pings tools/list, confirms all 39 tools, and prints the restart command for each client.

Your existing API token is reused — the CLI never mints a new one. Same key the browser extension and REST surfaces use. Rotate it any time from Settings → AI Connector.

CLI commands

# Setup
tw setup                          # detect + install everywhere
tw setup claude-desktop           # explicit one-client install
tw setup cursor
tw setup claude-code              # per-project (uses cwd)
tw setup vscode
tw setup claude-web               # prints copy-paste steps for the Claude.ai UI
tw setup chatgpt                  # prints copy-paste steps for the ChatGPT UI

# Maintenance
tw status                         # show login + per-client install state
tw test                           # ping tools/list
tw login                          # re-authorize the CLI
tw logout                         # remove from configs + clear local token

# Data lookups (handy for jq / agents)
tw bots --json
tw trades --status open --json
tw price BTCUSDT
tw kai BTCUSDT
tw scanner earnings

What is MCP?

Model Context Protocol is an open standard for letting AI assistants call into external systems safely. TradingWizard ships an MCP server at /api/mcp with 39 tools. Agents can read your bots, trades, portfolio, watchlists, market regime and chart analyses, get structured trade setups (get_trade_setup), and now act — run a fresh analysis, open/close paper trades, deploy and control bots, and manage alerts and watchlists. Live trading with real money stays in the dashboard.

Available tools

get_account

Plan, credits, daily-API usage and limits.

get_credits

Agent budget — credits + remaining daily requests.

get_memory

What Wiz remembers about you — style, risk, focus markets.

get_bots

Your bot fleet. Optional `symbol` filter.

get_bot_consensus

How the global bot fleet is biased on a symbol.

get_trades

Open / closed / pending trades with P&L.

get_positions_live

Open positions priced live — real-time P&L per position.

get_market_price

Live price + 24h change for any ticker.

get_market_track

AI-monitored events for symbols you watch.

get_market_summary

Fear & Greed, BTC dominance, market regime + AI macro summary.

get_chart_analysis

Latest Kai chart read for a symbol.

get_trade_setup

Structured setup — bias, entry, stop/invalidation, targets, R:R + receiptUrl. The layer agents call before execution.

get_scanner

Earnings · IPO · Insider · SEC feeds.

get_signals

Top trade signals across the bot fleet.

get_portfolio

Account value, holdings, P&L snapshot.

get_watchlist

Your saved symbol groups — what you're tracking.

get_alerts

Your price / indicator alerts.

create_price_alert

Set a price or RSI/MA alert. Notifies — never auto-trades.

update_alert

Edit, pause or resume an alert by id.

delete_alert

Remove an alert.

add_to_watchlist

Add a symbol to a watchlist.

remove_from_watchlist

Remove a symbol from a watchlist.

create_watchlist

Create a new watchlist.

delete_watchlist

Delete a watchlist by id.

deploy_bot

Deploy a new bot (Ultimate — runs an AI scan).

set_bot_state

Pause, resume, delete or re-scan a bot.

execute_paper_trade

Open a paper market trade (simulated, no real money).

place_limit_order

Paper LIMIT order at your exact entry — waits for price, reserves funds.

cancel_pending_order

Cancel an unfilled limit order and refund reserved funds.

close_position

Close a paper position (full or partial).

modify_position

Edit stop-loss / take-profit / trailing stop.

run_analysis

Trigger a fresh AI analysis on demand (Ultimate).

get_analysis_status

Poll an analysis by id or symbol.

get_global_bots

Browse the public AI bot fleet — ids, bias, setups, track record.

follow_bot

Copy-trade a global bot (paper) — follow, pause, resume or stop, with a size multiplier.

get_fund_performance

The AI Bot Fund track record — equity curve + fleet stats.

get_performance_stats

Your trading analytics — win rate, profit factor, expectancy, drawdown.

get_ranked_opportunities

The scanner board — symbols ranked by AI trade-likelihood, with Pro+ setup levels.

watch_setup

Watch a setup receipt — get alerted when it hits target, stops out or invalidates.

Example prompts

Real questions you can ask once the connector is live. Your assistant picks the right tool, calls it, and renders the answer.

"What did my bots find today? Top symbols + P&L per bot."
"Are any of my trades close to stop-loss right now?"
"Pull Kai's latest chart read on BTCUSDT and summarise the bias."
"Show me earnings this week for symbols on my watchlist."
"Which open positions have moved more than 2% since entry?"
"How many credits do I have left this month?"

Manual setup (advanced)

If you'd rather not install the CLI, you can paste these blocks into your client's config file by hand. Replace tw_•••• with the token from Settings → AI Connector.

ClClaude Desktop

Edit ~/Library/Application Support/Claude/claude_desktop_config.json on macOS, or %APPDATA%\Claude\claude_desktop_config.json on Windows. Restart Claude Desktop after saving.

{
  "mcpServers": {
    "tradingwizard": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://www.tradingwizard.ai/api/mcp",
        "--header",
        "Authorization:Bearer tw_••••••••••••••••"
      ]
    }
  }
}

CuCursor

Add to ~/.cursor/mcp.json or via Settings → MCP.

{
  "mcpServers": {
    "tradingwizard": {
      "url": "https://www.tradingwizard.ai/api/mcp",
      "headers": {
        "Authorization": "Bearer tw_••••••••••••••••"
      }
    }
  }
}

GPChatGPT (custom MCP connector)

In ChatGPT settings → Connectors → Build → Custom MCP. Paste these values:

Name: TradingWizard
Server URL: https://www.tradingwizard.ai/api/mcp
Authentication: Bearer token
Token: tw_••••••••••••••••

Ready to install?

One command. Restart your assistants. Done.

Open AI Connector