CopyTrader · Guides

AI-powered copy trading management

A compatible AI assistant can use CopyTrader tools through MCP. It is a way to work with project data and settings through conversation, not a promise of profitable strategies or autonomous trading.

Start with facts

Example: ‘Show my CopyTrader projects. Check copying status in the selected project. Use read-only actions for now.’

  • List accessible projects and select the intended service.
  • Review traders and investor subscriptions within the project.
  • Check copying status and available synchronization issue details.
  • Request the selected account's statistics for a specified period and market.

Changes need a specific instruction

Available tools can manage subscriptions, copying controls, deposit percentages, limits, and drawdown settings. Actions depend on current permissions and the connected server's capabilities.

Specify the project, account, market, and parameter. Read the current value and proposed change first, then complete the product's prescribed confirmations. Switching traders or disconnecting may require choosing how to handle open positions.

Example: ‘Show the selected account's current risk limits. Before changing anything, ask for the parameters and show what will be saved.’

How access works

Connection starts in a compatible AI client through CopyTrader's normal OAuth and user consent flow, including Telegram. Reading a page or signing in to the cabinet does not itself create an MCP connection.

Current access covers the Main account and owned projects, subject to current permissions. An instruction to read only does not create a separate read-only permission scope. Passwords, codes, exchange keys, and tokens belong in designated forms, not chat.

Verify the operation result

AI does not eliminate trading risks, API delays, or execution differences. A specific application's compatibility depends on its MCP/OAuth profile.

  • Distinguish preparing a change from executing it and confirming that it was saved.
  • After a change, read the actual state and check the intended account.
  • If the outcome is unknown, check the original operation first; do not automatically repeat a write.
  • To end access, revoke the connection in the cabinet's agent connections section.
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