Account-Scoped Access
A connected agent operates only on the accounts of the trader who approved it.
Essentials for Brokers
MCP Integration.
Connect an External AI Agent.
Traders can point Claude, ChatGPT, or an agent they built in house at a B2TRADER account through MCP, and ask it to read market data, portfolio, history, and analytics or, with full access, to trade.
Broker controls
An AI Connection with a Defined Scope
Choose the Access Mode
Each deployment can turn MCP off, keep it read-only, or allow full trading access.
Sign in, Do Not Paste a Password
The agent connects through the platform sign-in. Full access asks for an explicit trade-scope consent.
Two surfaces
Read the Account, or Trade from It
Read-only is for analysis, such as a portfolio summary. Full access is for actions the trader has approved. The broker chooses off, read-only, or full access for the deployment. Trades inside the terminal still go through AI Chat, which asks for confirmation.
Read-Only
Market data, portfolio, history, and analytics. A trader can ask for a portfolio summary. Tools that place or change orders are not on this surface.
Full Access
Everything in read-only, plus placing, cancelling, and closing orders and setting price triggers. A trader can ask the agent to close positions that are in profit, or to set a stop-loss on every open position. There is no per-trade confirmation inside the external agent.
FAQ
MCP clients that support the platform sign-in flow, including Claude, ChatGPT, and compatible clients a broker builds in house.
No. The read-only surface does not expose tools that place or modify trades.
No. After the trader approves full access, the agent can perform supported trading actions without a confirmation on every order. AI Chat inside the terminal confirms its own trades separately.
Yes. MCP can be disabled, limited to read-only, or opened to full access for a deployment.
Offer AI Agents on Your Terminal
Book a walkthrough and choose the access mode for your deployment.