PrimeAutomation AI connector

    Use Claude or ChatGPT to ask about your PrimeAutomation bots, positions and performance, and to act on your AI strategies with your approval.

    Connect in Claude Connect in ChatGPT
    Server URLhttps://mcp.primeautomation.ai/mcp

    1. Step 1

      Add and sign in

      Add PrimeAutomation to Claude or ChatGPT as a custom connector and sign in to PrimeAutomation.

    2. Step 2

      Approve access

      Check what the app may do on the consent screen and approve.

    3. Step 3

      Ask

      Ask about your portfolio, bots, positions or the market, or ask it to act on your AI strategies.

    01

    Overview

    The PrimeAutomation AI connector links your PrimeAutomation account to Claude or ChatGPT. Once it is connected, you can ask in plain language how your portfolio is doing, which bots are running, what positions are open and how your strategies perform. You can also ask for PrimeAutomation's market and strategy analysis.

    It can also act on your AI Builder strategies: pause or resume them, close their positions, set stop-loss and take-profit, add or cancel close rules and start strategy research. Every action is shown to you as a preview first and runs only after you approve it in the chat, or, if you turn on auto-approve, without asking again on SIM and demo accounts.

    You add the connector to Claude or ChatGPT yourself, as a custom connector, using the server URL above.

    02

    Before you start

    • A PrimeAutomation account. Sign up at primeautomation.ai.
    • At least one exchange or broker account connected to PrimeAutomation, so there is data to read.
    • A Claude or ChatGPT account that can add custom connectors (Claude) or custom MCP servers (ChatGPT).

    03

    Connect in Claude

    1. 1
      In Claude, open Customize → Connectors, then Add → Add custom connector.
    2. 2
      Name it PrimeAutomation and enter this server URL:https://mcp.primeautomation.ai/mcp
    3. 3
      Click Add, then Connect, and sign in to PrimeAutomation.
    4. 4
      Review the permissions on the consent screen and approve: reading your accounts, bots, positions, orders, performance, trade history, the connector's activity log and market intelligence, and the actions listed under What it can do.
    5. 5
      In a new chat, open the tools menu, switch PrimeAutomation on and ask a question.

    04

    Connect in ChatGPT

    1. 1
      In ChatGPT, open Plugins, then Add → Add custom MCP server.
    2. 2
      Name it PrimeAutomation and enter this server URL:https://mcp.primeautomation.ai/mcpKeep Authentication on OAuth, tick “I understand and want to continue” and click Create as a plugin.
    3. 3
      Open the new PrimeAutomation plugin on the Plugins page and install it. Sign in to PrimeAutomation when asked, review the permissions on the consent screen and approve. They are the same as in Claude.
    4. 4
      In a new chat, type @, choose PrimeAutomation and ask a question.

    To approve an action in ChatGPT, answer in your own words, for example “I approve proposal <id>”.

    05

    What it can do

    Your AI assistant chooses which of these to use from your question. Reading tools answer straight away. Actions return a preview first and change nothing until you approve it.

    Account and portfolio

    • Portfolio overviewget_portfolio_overview

      Equity, confirmed profit and loss, exposure and margin across your connected accounts.

    • Portfolio exposureget_portfolio_exposure

      How much of each account is in open positions, and the margin they use.

    Bots

    • Botsget_bots

      The bots you see on your dashboard, with their status and whether they hold a position.

    • Bot detailget_bot_detail

      Settings and state of one bot.

    Positions and orders

    • Positionslist_positions

      Open positions of your AI strategies, with their stop-loss and take-profit.

    • Open ordersget_open_orders

      Working orders and stop-loss / take-profit brackets of those positions.

    Performance and history

    • Performanceget_performance

      Profit and loss, win rate and other statistics of your bots.

    • Trade historyget_trade_history

      Your closed trades, a page at a time.

    • Connector activityget_audit_history

      What the AI assistant asked PrimeAutomation for, newest first.

    Charts in chat

    • Results summaryshow_pnl_summary

      A card with your profit and loss, closed trades, win rate and best day over the last 7, 30 or 90 days.

    • Daily profit and lossshow_daily_pnl

      A bar chart of your profit or loss for each day, with the total for the period.

    • Profit and loss by botshow_pnl_by_bot

      A bar chart comparing your bots by profit and loss: the five largest results, the rest added together.

    • Wins and lossesshow_win_loss

      A donut chart of your winning, losing and flat trades, with your win rate.

    Market and strategy intelligence

    • Market regimeget_market_regime

      Trend, volatility and structure labels for up to 10 symbols, refreshed every 15 minutes.

    • Strategy healthget_strategy_health

      How your deployed AI strategies trade live compared with their own backtest and forward test.

    • Regime fitget_regime_fit

      Your AI strategies ranked by how they did in the current market regime.

    • Portfolio correlationget_portfolio_correlation

      How the daily returns of your AI strategies move together over the last 180 days.

    • Recommended sizingget_recommended_sizing

      A suggested size for each AI strategy, in the bot's own unit. Advice only: nothing changes.

    • Allocation adviceget_allocation_advice

      A suggested split of your risk budget across your AI strategies. Advice only: nothing changes.

    • Indicator catalogget_indicators

      The technical indicators PrimeAutomation supports and their settings.

    Actions on your AI strategies

    • Pause a strategypreview_pause_bot

      Closes the strategy's open positions at market and pauses it, as the dashboard's Close positions & pause does.

    • Resume a strategypreview_resume_bot

      Lets a paused AI strategy open new trades again, after its account and settings are checked.

    • Close a positionpreview_close_position

      Closes one open position of an AI strategy in full, as the dashboard's Close Trade does.

    • Stop-loss and take-profitpreview_set_protection

      Adds or moves the stop-loss or take-profit of an AI strategy's position, as the dashboard does.

    • Run an approved actionexecute_proposal

      Runs a preview once, after you approve it in the chat (or when auto-approve applies).

    • Action statusget_operation_status

      Whether an action is waiting, running or done, with the broker's confirmation once filled.

    • Auto-approveset_approval_mode

      Turns auto-approve on or off when you ask. It applies to SIM and demo accounts only.

    Close rules

    • Close ruleslist_close_rules

      Your close rules, their state and whether their condition holds now.

    • Add a close rulepreview_create_close_rule

      Closes a strategy's positions once when an indicator condition holds at a bar close. On a live account it then closes real positions without asking again.

    • Cancel a close rulepreview_cancel_close_rule

      Stops a close rule before it fires. The strategy and its positions are not changed.

    Strategy research

    • Start strategy researchcreate_research_job

      Has the AI Builder generate and backtest strategies from your brief. Uses one AI Builder prompt and AI credits; needs the Builder plan.

    • Research progressget_research_job

      How a research job is doing and, when it is done, a link to the strategy it saved.

    Positions, open orders, strategy actions and close rules cover your PrimeAutomation AI Builder strategies only; other bots and copy-trading subscriptions are managed on the dashboard. Portfolio totals cover your whole connected account. Claude and ChatGPT draw the charts in the conversation; other AI apps get the same numbers as text.

    06

    Example prompts

    • “How is my PrimeAutomation portfolio doing today?”

      Uses: Portfolio overview

    • “Which of my bots are running, and which ones have an open position?”

      Uses: Bots

    • “Show my open positions with their stop-loss and take-profit levels.”

      Uses: Positions

    • “Which of my bots has the best win rate, and what is its total profit?”

      Uses: Performance

    • “What is the market regime for BTC-USDT and ETH-USDT on the 1h timeframe?”

      Uses: Market regime

    • “Are any of my AI strategies trading worse than their backtest?”

      Uses: Strategy health

    • “Move the stop-loss of my open BTC position to break-even.”

      Uses: Stop-loss and take-profit

    • “Pause my strategy with the worst win rate this month.”

      Uses: Pause a strategy

    07

    Safety and control

    • You approve every action

      Each action is shown to you as a preview and runs only after you approve it in the chat. If you turn on auto-approve, the AI may run its previews without asking again, on SIM and demo accounts only (close rules: SIM only; strategy research always asks): live accounts always ask. It is off by default and you can turn it off at any time in the chat or on Connect your AI.

    • Your keys stay with us

      Your exchange and broker API keys and your sign-in details are never shared with Claude or ChatGPT. You sign in on PrimeAutomation's own page.

    • Suggestions, not instructions

      Sizing and allocation answers are suggestions computed from your own data. They are not financial advice and change nothing on their own.

    • Disconnect anytime

      Remove the connector in Claude or ChatGPT settings. You can also revoke its access from Connect your AI in your PrimeAutomation account, or ask support to revoke it.

    08

    Data and privacy

    When you ask a question, the connector sends the answer (for example your balances, bots, positions or trades) to the AI assistant you are using, and it becomes part of that conversation. Claude and ChatGPT handle conversations under their own privacy policies.

    PrimeAutomation keeps a log of what the connector was asked for and of every action it previewed or ran, so you can review it (ask for your connector activity, or see it on Connect your AI). We don't collect anything else for the connector. Your data is handled under our Privacy Policy and Terms of Use.

    09

    Limits and troubleshooting

    Too many requests

    If you ask very often in a short time, the connector asks you to wait a moment. Try again shortly.

    US stock accounts

    Some values, such as exposure and used margin, are shown only on the PrimeAutomation dashboard.

    Market and strategy analysis gives the same answer

    It is refreshed every 15 to 60 minutes, so asking again sooner gives the same answer.

    I don't see Add custom connector or Add custom MCP server

    On Claude Team or Enterprise, or ChatGPT Business or Enterprise, an admin may need to allow custom connectors first.

    Not connected or signed out

    Remove the connector, add it again with the server URL, then sign in to PrimeAutomation.

    An action is missing

    Remove the connector and add it again, so you can approve the permissions it has gained since you connected.

    An action was refused

    Strategy actions work on your AI Builder strategies only, and safety switches and account limits still apply. Strategy research needs the Builder plan, an AI Builder prompt left and AI credits. The message says why; nothing was changed.

    Missing data

    Check that your exchange or broker account is connected and shows on your PrimeAutomation dashboard.

    10

    Support

    Need help with the connector?

    Email support@primeautomation.ai. Please include the email of your PrimeAutomation account, whether you use Claude or ChatGPT, what you asked, and the time it happened. Never send passwords or API keys.

    Email support