Use cases¶
These step-by-step guides show how to achieve specific goals with the local MCP server and an AI agent. Each one walks through a real scenario and provides example prompts you can copy and adapt.
| Use case | Scenario |
|---|---|
| Daily briefing | Combine account and market data into a morning summary you can run every day. |
| Risk management | Monitor margin levels, identify overexposed positions and close losing trades. |
| Scaling positions | Build a position in stages, take partial profits and manage the remaining exposure. |
| Performance review | Pull deal history, calculate key metrics and spot patterns in your results. |
| Symbol screening | Create a watchlist, compare price action across symbols and find trading opportunities. |
| Chart analysis | Open charts, apply indicators and templates, annotate key levels and perform technical analysis. |
| Workspace setup | Create a multi-chart workspace tailored to a session or strategy, then save it for reuse. |
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.