Account management with an AI agent¶

This guide covers basic tools and prompt examples for monitoring and managing your trading accounts through the cTrader local MCP server.

Tip

When starting a new session with your AI agent, begin your prompt with Using the cTrader local MCP server.... This helps ensure that the agent calls the MCP server instead of routing requests to web search.

Account overview¶

Get a full picture of your account status:

Give me a summary of my account including balance, equity, free 
margin, and the number of open positions and pending orders.

List accounts¶

List all my trading accounts including broker and their balance.

Check balance¶

What is my current account balance?

The agent returns your balance, equity and free margin.

Account statistics¶

Retrieve aggregated performance metrics for the account.

What is my win rate and profit factor on this account?

Show me my total number of trades, winning trades and net profit.

List available symbols¶

What trading symbols are available on my account?

Is XAUUSD available for trading?

Trading sessions¶

What are the trading hours for XAUUSD?

View assets¶

What is my deposit currency?

Margin monitoring¶

Set up a margin check by asking:

Check my free margin as a percentage of equity and warn me if 
it's below 20%.

Account health check¶

Combine multiple checks in a single prompt:

Run an account health check: show my balance, equity, margin level, 
number of open positions, and total unrealised P&L. Flag anything 
concerning.

Warning

The MCP server is a tool for AI-assisted trading and does not provide financial, investment, legal or tax advice. AI-generated actions may trigger real trades and result in losses. Users are solely responsible for verifying outputs, supervising strategies, securing credentials and using the MCP server at their own risk.