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AI Agents Reference

OHLCX has two AI layers: in-app SSE agents (three modes) and an MCP bridge for IDE/Cursor integration. All agents share the Knowledge Base. Trading agents add live account data. Pro agents add market intelligence.

In-App Agents

Support Agent
Public
POST /api/ai/agents/support

Answers questions about how the platform works from Knowledge Base articles and ohlcx.com pages. Without sign-in it reads nothing else, so it is safe for unauthenticated users. For a signed-in user it can also read that user's credits, billing, settings, activity, strategies, signals, and trading rooms, and update their settings. Ideal for in-app help and support ticket triage.

search_knowledge_base_articlesget_knowledge_base_article_by_slugfetch_ohlcx_webpage+ 18 user-data tools when signed in
Trading Agent
Auth Required
POST /api/ai/agents/trading

Full account-aware assistant. Reads your linked Schwab accounts, strategies, and signals. Pro users also get markets, tickers, sectors, calendar, and market balance data. Requires authenticated session.

list_trading_strategieslist_brokerage_accountsget_strategy_routing (Pro)list_markets (Pro)get_market_calendar (Pro)get_market_balance (Pro)+ 7 more market tools (Pro)
Unified Agent
Public (optional auth)
POST /api/ai/agents/assistant

Single endpoint that combines support and trading modes. Unauthenticated: KB only. Authenticated Light: adds strategies and accounts. Authenticated Pro: full market tools. Easiest to use for everyday questions.

All KB tools always+ trading tools when authenticated+ market tools when Pro

MCP Bridge Tools

run-support-agentPublic
INPUT{ "message": "How do I place an OCO order?" }
RETURNSPlain text from KB-only agent
USE CASESCursor / IDE help, agent workflows, ticket triage
run-trading-agentAuthenticated MCP session
INPUT{ "message": "Summarize my accounts and strategies." }
RETURNSPlain text with live account data
USE CASESPersonalized AI analysis from IDE or external agent

Demo Script

Use this sequence for a complete demo covering KB, trading data, signals, and unified mode:

1
Support"In one short paragraph, what is OHLCX and who is it for?"
2
Support"Walk me through placing an OCO equity order at a high level."
3
Trading (auth)"Summarize my linked brokerage accounts and my trading strategies."
4
Trading (auth)"What signals do I have lately, and how would you suggest I use them alongside my strategies?"
5
Trading (Pro)"List available markets and give me a one-line description of the first five."
6
AI Assistant"Give me a single onboarding checklist, then anything specific you can infer about my account."