Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
AI trading terminal: market data, backtests, strategies and portfolio for crypto and stock exchanges
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Run this in your terminal
claude mcp add --transport http trend0x https://app.trend0x.com/api/mcp --header 'Authorization: Bearer {agent_token}'Fill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"trend0x": {
"url": "https://app.trend0x.com/api/mcp",
"headers": {
"Authorization": "Bearer {agent_token}"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"trend0x": {
"type": "http",
"url": "https://app.trend0x.com/api/mcp",
"headers": {
"Authorization": "Bearer {agent_token}"
}
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
This address needs a key in a request header, which the add-connector menu cannot set. Use Claude Code, Cursor or VS Code instead.
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Authorization secret required HTTP headerThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.
get_market_dataGet current price and 24h stats for a symbol.
execute_tradeExecute a market order on a connected exchange.
get_balanceGet account balance for an exchange.
paper_profit_policyRead or apply the user-confirmed historical paper-entry allowlist. Caller account only; live settings, positions and orders are unchanged. Apply requires confirm=true.
assistant_operationNatural-language strategy inventory, bulk run/pause, pair/exchange filters and positive-PnL selection. Returns contextual questions and reply options; requires the exact preview confirmation phrase to start runners. Never switches existing exchange bindings or fabricates PnL. Use
pause_saved_strategyPause new entries on an owned saved strategy through its existing runner. Does not close positions or cancel orders. Optional exchange scopes the pause to that selected environment.
set_strategy_execution_selectionPreview or confirm selected environments and pair toggles for an owned private draft. Supports verified PAPER and WHITEBIT runners; other exchanges remain unsupported here. Does not activate trading or rewrite draft rules. Changing environments requires paused and reconciled runn
get_bitpanda_portfolioRead the authenticated user's Bitpanda asset and fiat wallets. Bitpanda retail API access is read-only; this tool never places orders.
get_bitpanda_trade_historyRead the authenticated user's completed Bitpanda trade history.
get_bitpanda_tickersRead Bitpanda public ticker data. Optionally filter the returned page by asset symbol.
get_alpaca_accountFetch Alpaca account configuration and connection status.
get_alpaca_positionsList Alpaca stock positions from the unified account state.
execute_alpaca_tradePlace a stock order through the Trend0x executor using Alpaca.
get_alpaca_newsGet latest market news for one or more symbols.
get_bitunix_balanceFetch Bitunix wallet balance.
get_bitunix_positionsList open Bitunix futures positions.
execute_bitunix_tradeExecute a trade on Bitunix through the Trend0x executor.
list_tasksGet active and historical agent tasks visible to the authenticated user.
create_taskCreate an autonomous agent workflow task. For scanner tasks, pass type=SCAN plus pair/pairs, timeframe, strategy, and status=active.
create_scanner_taskCreate an active Trend0x scanner task for the authenticated user and optionally enable scanner/autopilot. Use this for requests like 'create scanner task', 'monitor pairs', or 'scan market'.
update_task_statusUpdate status/progress/result for a task.
calculate_position_sizeCalculate position size using risk-per-trade logic.
emergency_close_allKill switch: close all open positions on an exchange. Requires confirm=true.
set_max_daily_lossSet or update daily loss guardrail.
risk_reward_checkValidate risk-to-reward ratio before trade execution.
get_risk_metricsPortfolio-level risk analytics.
position_sizing_policyStore and evaluate max position size and leverage policy.
circuit_breakerEvaluate or trip trading circuit breaker guardrail.
get_portfolio_summaryAggregate balances and positions across connected exchanges.
get_pnl_reportRealized and unrealized PnL report with filters.
get_performance_metricsTrading performance metrics for a lookback window.
trade_confirmCreate or verify a confirmation code for sensitive trade actions.
fetch_terminal_stateFetch balances, positions, news, and health from unified terminal state.
get_whitebit_portfolioRead WhiteBIT Main and Trade balances and Spot holdings, including available/locked quantity, verified entry basis, and PnL when available. This never places an order.
get_exchange_positionsRead positions for one connected exchange. WHITEBIT returns Spot holdings as inventory, not futures positions; unknown cost basis remains null.
manage_strategiesList, enable, disable, or inspect trading strategies in Strategy Hub.
select_strategy_exchangeSelect a connected execution environment on an inactive saved private draft without creating a draft or starting an order. Runnable saved-draft venues are disclosed separately; connected does not mean live-runnable.
run_saved_strategyStart an already selected saved private draft only through its verified Paper or WhiteBIT runner. Requires confirm=true and, on WHITEBIT, accept_managed_tp_risk=true. A connected API key alone is not a runner.
start_paper_strategyStart a saved draft in the verified paper runner only. Requires an exact matching backtest and confirm=true. Never places an exchange order.
update_strategy_exchangeChange only an already running strategy's exchange and consistent spot/futures fields. Spot forces 1x. dry_run previews without saving. No draft, status change, or exchange order.
update_strategy_rulesOverwrite an existing saved draft's rules in place. Omitting TRAILING STOP from exitRules, or setting trailingStopPercent to null, 0, or none, removes it. dry_run previews without saving. Refuses absent drafts.
account_risk_settingsRead or update only the authenticated account's risk settings with an agent token; dry_run validates an update without saving.
implement_strategySave a structured strategy draft privately to Strategy Hub, inactive. Does not write code or enable trading. Requires confirm=true.
strategy_hubAccess Strategy Hub catalog, performance, followed users, and followed signals.
scanner_configRead or update scanner pairs, timeframes, auto-trading, and market-intelligence-enhanced scanner settings.
scanner_controlEnable, disable, toggle, or read Trend0x scanner/autopilot state for the authenticated user. Updates dashboard, Telegram, and backend scanner state.
enable_scannerConvenience tool: enable Trend0x scanner/autopilot for the authenticated user.
disable_scannerConvenience tool: disable Trend0x scanner/autopilot for the authenticated user.
scanner_statusRead current scanner status and cached market tickers.
terminal_modulesList terminal modules and trading strategy module metadata.
terminal_configReturn masked terminal profile, exchange, scanner, and risk configuration for the authenticated user.
portfolio_historyReturn portfolio trade history for the authenticated user.
portfolio_performanceReturn portfolio performance timeline for the authenticated user.
run_backtestRun an on-demand Trend0x strategy backtest using persisted historical klines. Supports multi-pair runs such as BTCUSDT, ETHUSDT, XRPUSDT on 15m for 90 days, and stores results for later retrieval.
backtest_resultsRead recorded backtest results.
history_queryQuery recent signals, backtests, and trades.
agent_reportsList or push agent reports into the terminal dashboard.
send_markdown_to_telegramPush markdown content or a .md file into the terminal report feed and send it only to the Telegram account linked in the target user's profile. Non-admin agents can only send to their own linked Telegram profile.
terminal_newsFetch terminal market news.
perplexity_market_newsMarket intelligence: breaking market-moving news brief for crypto, equities, commodities, FX, and indices.
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 8, 2026
The publisher (trend0xai) is not the repo owner (trend0xai); someone else may have listed it
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
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Read 60 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
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The GitHub repo last changed –, and the latest version (3.5.0) reached the registry 5 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
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Reading a card:↓ Downloads per weeki★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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