What you will accomplish
- Choose MCP, REST, and WebSocket for the jobs they fit
- Expose only the minimum tools and data
- Tie approval to one exact order
- Confirm each result without giving the model the API secret
Before you begin
- An AI application with tool support
- Quote.Trade MCP or REST access
- A server that stores credentials and enforces limits
- A human approval interface
- A limited test account
Prices and order values are shown in USD. The collateral currency, such as USDC or USDT, and its blockchain network are separate settings. Check the live account and market settings for allowed currencies, minimum size, and leverage.
Separate research from execution authority
Let the AI client read public status, instruments, ticker, and depth. Keep API secrets, signatures, seed phrases, and live order permission on a separate server-side execution service.
Choose MCP for tool discovery or REST for direct control
Use MCP when the AI client needs discoverable tools and an approval flow. Use REST for direct signed requests and WebSocket for live market, order, account, position, and risk updates. A production integration may use all three.
Convert the model’s request into a fixed order
Require symbol, side, quantity or risk budget, price/quote limit, settlement currency, leverage state, account, expiration, and rationale. Resolve ambiguity before preview. Reject unsupported symbols or missing units.
Apply limits and show the order preview
Check the current market, allowed symbols, maximum order and daily USD value, existing positions, leverage setting, price age, and emergency stop. Then show one complete order preview. The Quote.Trade preview does not return a request hash; store the approved fields in your own application if you need an approval record.
Require explicit approval and submit once
Ask the user to confirm or reject the exact preview. The approval should expire after a short time and apply only to those order details. If any field changes, show a new preview and ask again. Submit through the MCP order tool or the signed REST client on your server.
Confirm the result and save an audit log
Confirm the order, fills, account, position, and risk updates from Quote.Trade. Save the request, preview, limits, approval time, submission ID, Quote.Trade response, and final result without recording secrets.
Common problems and fixes
The AI client supports only read tools
Use it for public research and previews, then submit the approved order through your server.
The model changes quantity after approval
Invalidate approval and generate a new preview.
A tool result contains stale market data
Enforce server-side freshness and re-fetch before preview or submission.
The execution response is uncertain
Check the order, account, and private events and block another order until the result is clear.