MCP Server Reference
OHLCX exposes a Model Context Protocol server with 147 tools across 24 categories. Compatible with Cursor, Claude, and any MCP client. /mcp/ohlcx or stdio via php artisan mcp:start ohlcx.
HTTP Transport/mcp/ohlcx - point your MCP client herestdio Transportphp artisan mcp:start ohlcxHealth Checkping() → "pong"Public KBsearch-knowledge-base({ q: "strategies" })AuthBearer token/cookie session required for 143 tools (130 user + 13 admin); the HTTP transport always requires sign-inStrategy referenceresource ohlcx://strategy-settings - every setting and its allowed valuesSafetyNo tool places or cancels a broker order; strategy switches and deletes are flagged for confirmationConnectivity check. Returns "pong". Use for CI health checks before running agent workflows.
pingAI-powered support agent and full KB CRUD. Public reads; admin writes.
run-support-agentsearch-knowledge-baseget-knowledge-base-articlecreate-knowledge-base-article (Admin)update-knowledge-base-article (Admin)delete-knowledge-base-article (Admin)Linked Schwab account data - balance and its daily history, growth timeseries, realized P&L over time and by symbol, deposits and withdrawals.
list-accountsget-account-balanceget-account-growthget-account-pnlget-accounts-balancesget-account-pnl-historyget-account-pnl-symbolslist-account-cash-transfersRead-only view of your broker orders - list by date range, account and status, or read one. No tool places, changes or cancels an order.
list-ordersget-orderFull CRUD + deploy, retain, duplicate, on/off, flags, schedule, per-section settings, and order accounts (OHLCX Pro). Only the owner can change a strategy.
list-strategiesget-strategycreate-strategyupdate-strategydelete-strategysearch-strategiesdeploy-strategyretain-strategyduplicate-strategyget-strategy-conditionsget-strategy-activitiesclear-strategy-conditions-readingsset-strategy-statusset-strategy-flagset-strategy-scheduleupdate-strategy-settingsclear-strategy-datalist-strategy-accounts (Pro)set-strategy-accounts (Pro)Statistics and performance for one strategy or all of them by period, plus the timeline, signals, trades, and flags. Read-only.
get-strategy-statisticsget-strategy-performanceget-strategy-timelinelist-strategy-signalslist-strategy-tradesget-strategy-flagsget-strategies-statisticsget-strategies-performanceSaved backtest runs with their metrics, plus server-side runs and parameter sweeps where server backtests are enabled.
list-backtestsget-backtestrename-backtestdelete-backtestrun-backtestrun-backtest-sweeplist-backtest-jobsget-backtest-jobcancel-backtest-jobMarket data, sectors, tickers, price bars, published analysis per symbol, calendar, and balance chart data.
list-marketslist-sectorsget-sectorget-tickerget-market-calendarget-market-balanceget-sector-balanceget-ticker-barsget-ticker-analysisGap screens for a market or a single symbol, and a technical screen of moving averages, pivots and indicator signals. Read-only.
screen-market-gapsscreen-asset-gapsscreen-technicalsPaginated news feeds - general, crypto, and popular. All support page/per_page params.
list-newsget-newslist-crypto-newslist-popular-newsFull profile, preferences, settings, sessions, and onboarding management.
get-userget-sessionsupdate-profileupdate-passwordget-preferencesupdate-preferencesget-settingssave-settingsget-onboardingcomplete-onboardingdelete-profile-photoTrading conditions attached to strategies. Full CRUD.
list-conditionsget-conditioncreate-conditionupdate-conditiondelete-conditionSignals raised by your strategies - list, read, delete, and like, ignore or watch.
list-signalsget-signaldelete-signalset-signal-actionget-signal-actionsTrades taken by your strategies - list with filters, read one, or delete the record. Never touches the broker.
list-tradesget-tradedelete-tradeYour saved layouts of charts and widgets. Saves are checked against a revision, so a change made elsewhere is never overwritten.
get-workspacessave-workspacesYour custom watchlists - list, create, rename, delete, and add or remove symbols. Built-in lists are shown, not changed.
list-watchlistscreate-watchlistrename-watchlistdelete-watchlistadd-watchlist-symbolsremove-watchlist-symbolThe AI trading assistant with live account context, your AI analysis data, and your AI usage.
run-trading-agentget-analysisget-ai-usageUser activity feed - list, log, and delete entries.
list-activitieslog-activitydelete-activityCredit balance, Stripe transaction history, and credit holds with their status.
get-creditsget-transaction-historylist-credit-holdsFull group CRUD, invites, join requests, membership management, and finding rooms and users.
get-groupcreate-groupupdate-groupdelete-groupinvite-to-groupjoin-groupleave-groupget-group-statuslist-invitessend-inviteaccept-inviterespond-join-requestdiscover-groupsbrowse-userslist-pending-join-requestsSend messages in trading rooms, paginate history, read unread messages, and manage conversations.
send-messageget-older-messagesdelete-messageget-sidebar-conversationsget-unread-messagesContact forms, issue reports, and support tickets - list, read, open, and reply.
submit-contact-formreport-issuesubmit-support-requestlist-support-ticketsget-support-ticketcreate-support-ticketreply-support-ticketAdmin-only user management - paginated list, CRUD, role and block controls.
list-usersadd-userupdate-userdelete-userset-user-adminblock-unblock-userchange-user-roleAdmin-only billing management - view, adjust credits, set packages for any user.
get-user-billingadjust-user-billingset-user-billing-packageAccess & Integration
MCP access is available to partners and enterprise clients. For API licensing, white-label deployment, or developer access requests, contact the partnerships team.
partners@ohlcx.com →