Getting Started

Let’s get you connected and trading with AI. This guide assumes you’ve already read Before You Start and have your FIX credentials ready.

Step 1: Gather Your FIX Credentials

From your cTrader account, collect:

• FIX Host (e.g., uat-live2.p.c-trader.com)
• SenderCompID (e.g., demo.axioryuat.3008144)
• FIX Password (NOT your cTrader login password — found in FIX API settings)
• Trade Port (usually 5212)

See Before You Start if you need help finding these.

Step 2: Choose Your AI Agent

Axiory.ai works with any AI agent that supports MCP (Model Context Protocol). Popular choices:

• Claude Desktop or claude.ai — Recommended. OAuth login, automatic token refresh.
• ChatGPT — Familiar interface, OAuth login.
• Cursor or Windsurf — Best if you’re a developer who likes IDE integration.
• Manus — Autonomous agent (experimental).

See Choosing an Agent for a full comparison and per-agent setup instructions.

Step 3: Connect Your Agent

This depends on which agent you picked. But generally:

1. Go to your agent’s settings and add a new MCP server
2. Enter the server URL: https://mcp.axiory.ai/mcp
3. The agent opens a browser window
4. Enter your FIX credentials in the form
5. Click “Connect”
6. The browser shows “Connected Successfully”

For detailed steps for your specific agent, see the agent guides under Agents.

The form also lets you set a trading mode (readonly, paper, or live). Start with paper mode if you’re testing.

Step 4: Verify the Connection

Once connected, ask your AI to check the health:

“Can you check your health? I want to make sure the connection is working.”

Your AI should respond with something like:

• Status: OK
• Connected: Yes
• Positions: 0 open

If you get an error, check the Agent’s troubleshooting guide for your specific client.

Step 5: Place Your First Trade

Ask your AI to place a trade:

“Buy 1 lot of EURUSD at market price”

Or in paper mode:

“Simulate a buy order for EURUSD, 100,000 units”

Your AI will:

1. Check your risk limits
2. Validate the order
3. Send it to the broker (or simulate it in paper mode)
4. Show you the confirmation

The order appears in your cTrader account almost instantly.

Step 6: Check What Happened

Ask your AI to show you your positions:

“Show me my open positions”

Or check your trade history:

“What were my last 5 trades?”

You can also log in to cTrader directly and see everything in real time.

Next Steps

Now that you’re connected, explore:

• Connection Form Guide — Understand each field in the OAuth form (including risk limits)
• Operating Modes — Learn the difference between readonly, paper, and live
• Agent Guides — Deep dive for your specific client

You’re ready to start trading. Happy trading!