Windsurf

Windsurf is Codeium’s AI-first code editor. Use it if you prefer cutting-edge IDE integration with AI.

Prerequisites

• Windsurf IDE installed
• Your FIX credentials (see Before You Start

OAuth Method

Step 1: Open Windsurf Configuration

The Windsurf MCP config is at ~/.codeium/windsurf/mcp_config.json.

Create the file if it doesn’t exist:

mkdir -p ~/.codeium/windsurf
touch ~/.codeium/windsurf/mcp_config.json

Step 2: Add the Server

Edit ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "axiory-ai": {
      "type": "streamable-http",
      "serverUrl": "https://mcp.axiory.ai/mcp"
    }
  }
}

Step 3: OAuth Login

Restart Windsurf. When you first use the Axiory.ai tools, it opens a browser with the FIX credentials form:

1. Select your broker server
2. Enter your SenderCompID (from cTrader Settings > FIX API)
3. Enter your FIX API Password (NOT your cTrader login password)
4. Set trading mode (readonly/paper/live)
5. Click Connect

You’ll see “Connected Successfully”.

Step 4: Test Connection

In Windsurf chat, ask:

“Are you connected to cTrader? Show me my positions.”

Windsurf should respond with your account status.

Portal Token Method (Fallback)

If OAuth doesn’t work:

Step 1: Generate a Token

Visit in your browser:

https://mcp.axiory.ai/token-portal

1. Select your broker server
2. Enter your FIX credentials
3. Choose trading mode
4. Click Generate Token
5. Copy the token

Step 2: Store Token

Set the token in your environment:

export AXIORY_TOKEN="your-token-here"

Add to ~/.zshrc or ~/.bashrc to persist:

echo 'export AXIORY_TOKEN="your-token-here"' >> ~/.zshrc
source ~/.zshrc

Step 3: Configure Windsurf

Edit ~/.codeium/windsurf/mcp_config.json:

{
  "mcpServers": {
    "axiory-ai": {
      "type": "streamable-http",
      "serverUrl": "https://mcp.axiory.ai/mcp",
      "headers": {
        "Authorization": "Bearer ${env:AXIORY_TOKEN}"
      }
    }
  }
}

Step 4: Restart Windsurf

Close and reopen Windsurf to load the new environment variable.

Using in Windsurf

Once connected:

@axiory-ai What's the current price of EURUSD?

@axiory-ai Buy 100,000 units of EURUSD at market price

Windsurf will use the Axiory.ai tools to fetch quotes, check risk limits, and execute orders.

Making Your First Trade

In Windsurf:

“I want to buy 50,000 units of EURUSD. What’s the current price?”

Windsurf will:

1. Fetch the current quote
2. Check your risk limits
3. Place the order (or simulate in paper mode)
4. Show you the confirmation

Token Rotation

Portal tokens expire after 30 days. Before expiry:

1. Visit the Token Portal
2. Generate a new token
3. Update your environment variable: export AXIORY_TOKEN="new-token"
4. Restart Windsurf

If your token expires, you’ll see “401 Unauthorized”. Generate a new one.

Troubleshooting

”MCP server not found” or connection fails

Check:

1. File exists: ~/.codeium/windsurf/mcp_config.json
2. JSON is valid (no syntax errors)
3. Server URL is correct: https://mcp.axiory.ai/mcp
4. Restart Windsurf after editing

”Invalid credentials” in the OAuth form

Your FIX credentials are wrong:

1. Go to cTrader Settings > FIX API
2. Copy SenderCompID exactly (with all dots and numbers)
3. Copy FIX API Password exactly (NOT your login password)
4. Retry OAuth or regenerate a Portal Token

”401 Unauthorized” (Portal Token)

Your token has expired or is invalid:

1. Check: echo $AXIORY_TOKEN
2. If empty, set it: export AXIORY_TOKEN="your-token"
3. If invalid, generate a new one at the Token Portal
4. Restart Windsurf

Windsurf can’t find the environment variable

Make sure:

1. You’ve set the variable: export AXIORY_TOKEN="..."
2. You’ve restarted Windsurf (not just reloaded settings)
3. Verified the var exists: echo $AXIORY_TOKEN

Next Steps

• Operating Modes — Understand readonly, paper, and live
• Risk Limits — Position size and daily loss limits
• Choosing an Agent — Compare with other MCP clients

Windsurf excels at code-based trading strategies. Start with paper mode to test.