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📑 Table of Contents

• What is This?
• Features
• Who Is This For?
• Important Disclaimer
• Prerequisites
• Quick Start
• Trading Assistant Skill
• Usage Examples
• Available Operations
• WebSocket Quote Server
• Advanced Configuration
• Roadmap
• Development
• Contributing
• Documentation
• Getting Help
• License

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🌟 What is This?

MetaTrader MCP Server is a bridge that connects AI assistants (like Claude, ChatGPT) to the MetaTrader 5 trading platform. Instead of clicking buttons, you can simply tell your AI assistant what to do:

“Show me my account balance” “Buy 0.01 lots of EUR/USD” “Close all profitable positions”

The AI understands your request and executes it on MetaTrader 5 automatically.

How It Works

You → AI Assistant → MCP Server → MetaTrader 5 → Your Trades

✨ Features

• 🗣️ Natural Language Trading - Talk to AI in plain English to execute trades
• 🤖 Multi-AI Support - Works with Claude Desktop, ChatGPT (via Open WebUI), and more
• 📊 Full Market Access - Get real-time prices, historical data, and symbol information
• 💼 Complete Account Control - Check balance, equity, margin, and trading statistics
• ⚡ Order Management - Place, modify, and close orders with simple commands
• 🔒 Secure - All credentials stay on your machine
• 🌐 Flexible Interfaces - Use as MCP server, REST API, or WebSocket stream
• 📖 Well Documented - Comprehensive guides and examples

🎯 Who Is This For?

• Traders who want to automate their trading using AI
• Developers building trading bots or analysis tools
• Analysts who need quick access to market data
• Anyone interested in combining AI with financial markets

⚠️ Important Disclaimer

Please read this carefully:

Trading financial instruments involves significant risk of loss. This software is provided as-is, and the developers accept no liability for any trading losses, gains, or consequences of using this software.

By using this software, you acknowledge that:

• You understand the risks of financial trading
• You are responsible for all trades executed through this system
• You will not hold the developers liable for any outcomes
• You are using this software at your own risk

This is not financial advice. Always trade responsibly.

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📋 Prerequisites

Before you begin, make sure you have:

1. Python 3.10 or higher - Download here
2. MetaTrader 5 terminal - Download here
3. MT5 Trading Account - Demo or live account credentials
   • Login number
   • Password
   • Server name (e.g., “MetaQuotes-Demo”)

🚀 Quick Start

Step 1: Install the Package

Open your terminal or command prompt and run:

pip install metatrader-mcp-server

Step 2: Enable Algorithmic Trading

1. Open MetaTrader 5
2. Go to Tools → Options
3. Click the Expert Advisors tab
4. Check the box for Allow algorithmic trading
5. Click OK

Step 3: Choose Your Interface

Pick one based on how you want to use it:

Option A: Use with Claude Desktop (Local STDIO)

1. Find your Claude Desktop config file:

   • Windows: %APPDATA%\Claude\claude_desktop_config.json
   • Mac: ~/Library/Application Support/Claude/claude_desktop_config.json

2. Open the file and add this configuration:

{
  "mcpServers": {
    "metatrader": {
      "command": "metatrader-mcp-server",
      "args": [
        "--login",     "YOUR_MT5_LOGIN",
        "--password",  "YOUR_MT5_PASSWORD",
        "--server",    "YOUR_MT5_SERVER",
        "--transport", "stdio"
      ]
    }
  }
}

Optional: Specify Custom MT5 Terminal Path

If your MT5 terminal is installed in a non-standard location, add the --path argument:

{
  "mcpServers": {
    "metatrader": {
      "command": "metatrader-mcp-server",
      "args": [
        "--login",     "YOUR_MT5_LOGIN",
        "--password",  "YOUR_MT5_PASSWORD",
        "--server",    "YOUR_MT5_SERVER",
        "--transport", "stdio",
        "--path",      "C:\\Program Files\\MetaTrader 5\\terminal64.exe"
      ]
    }
  }
}

3. Replace YOUR_MT5_LOGIN, YOUR_MT5_PASSWORD, and YOUR_MT5_SERVER with your actual credentials

4. Restart Claude Desktop

5. Start chatting! Try: “What’s my account balance?”

Option B: Use with Open WebUI (For ChatGPT and other LLMs)

1. Start the HTTP server:

metatrader-http-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER --host 0.0.0.0 --port 8000

Optional: Specify Custom MT5 Terminal Path

If your MT5 terminal is installed in a non-standard location, add the --path argument:

metatrader-http-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER --path "C:\Program Files\MetaTrader 5\terminal64.exe" --host 0.0.0.0 --port 8000

2. Open your browser to http://localhost:8000/docs to see the API documentation

3. In Open WebUI:

   • Go to Settings → Tools
   • Click Add Tool Server
   • Enter http://localhost:8000
   • Save

4. Now you can use trading tools in your Open WebUI chats!

Option C: Real-Time Quotes via WebSocket

Stream live tick data (bid, ask, spread, volume) over WebSocket for dashboards, bots, or monitoring:

metatrader-quote-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER

Connect with any WebSocket client:

websocat ws://localhost:8765

You’ll receive a connected message followed by continuous tick updates as JSON. See WebSocket Quote Server for full details.

Option D: Remote MCP Server (SSE)

Run the MCP server on a Windows VPS (where MT5 is installed) and connect to it remotely from Claude Desktop or Claude Code.

Server-side (on the Windows VPS):

metatrader-mcp-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER

This starts the SSE server on 0.0.0.0:8080 by default. Customize with --host and --port:

metatrader-mcp-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER --host 127.0.0.1 --port 9000

Client-side (Claude Desktop config on your local machine):

{
  "mcpServers": {
    "metatrader": {
      "url": "http://VPS_IP:8080/sse"
    }
  }
}

Replace VPS_IP with your server’s IP address.

Security Warning: The MCP protocol does not include authentication. When exposing the SSE server over a network, use a firewall to restrict access by IP, or place it behind a reverse proxy with authentication, or use an SSH tunnel.

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🤖 Trading Assistant Skill (Claude Code / Claude Desktop)

A pre-built Trading Terminal Assistant skill is included in the claude-skill/ directory. It provides Claude with structured knowledge about all 32 trading tools, output formatting, and MetaTrader 5 domain expertise.

Installing for Claude Code

Option 1: Symlink (recommended)

Create a symlink from the standard Claude Code skills directory to claude-skill/:

cd metatrader-mcp-server
mkdir -p .claude
ln -s ../claude-skill .claude/skills

The skill will be auto-discovered and available as /trading.

Option 2: Copy

Copy the skill files into the Claude Code skills directory:

cd metatrader-mcp-server
mkdir -p .claude/skills
cp -r claude-skill/trading .claude/skills/trading

Installing for Claude Desktop

For Claude Desktop, copy the skill to the global Claude skills directory:

# macOS
mkdir -p ~/Library/Application\ Support/Claude/skills
cp -r claude-skill/trading ~/Library/Application\ Support/Claude/skills/trading

# Windows
mkdir "%APPDATA%\Claude\skills"
xcopy /E claude-skill\trading "%APPDATA%\Claude\skills\trading\"

What the Skill Does

• Direct Execution: Executes trades immediately when requested, no extra confirmation needed
• Workflows: Knows how to chain tools for complex operations (e.g., place market order then set SL/TP)
• Formatting: Presents account data, positions, orders, and prices in clean terminal-style tables
• Domain Knowledge: Understands MT5 order types, timeframes, symbol formats, and filling modes

Usage

Once installed, invoke with /trading or just ask trading-related questions naturally:

/trading
> Show me my account dashboard
> Buy 0.1 lots of EURUSD with SL at 1.0800
> Close all profitable positions
> Show me GBPUSD H4 candles

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📡 WebSocket Quote Server

The WebSocket Quote Server streams real-time tick data from MetaTrader 5 to any WebSocket client. It’s ideal for live dashboards, algorithmic trading frontends, and real-time monitoring.

Starting the Server

metatrader-quote-server --login YOUR_LOGIN --password YOUR_PASSWORD --server YOUR_SERVER

The server starts on ws://0.0.0.0:8765 by default.

Customization

metatrader-quote-server \
  --login YOUR_LOGIN \
  --password YOUR_PASSWORD \
  --server YOUR_SERVER \
  --host 127.0.0.1 \
  --port 9000 \
  --symbols "EURUSD,GBPUSD,XAUUSD" \
  --poll-interval 200

Configuration

Flag	Env Var	Default	Description
--host	QUOTE_HOST	0.0.0.0	Host to bind
--port	QUOTE_PORT	8765	Port to bind
--symbols	QUOTE_SYMBOLS	XAUUSD,USOIL,GBPUSD,USDJPY,EURUSD,BTCUSD	Comma-separated symbols to stream
--poll-interval	QUOTE_POLL_INTERVAL_MS	100	Tick polling interval in milliseconds

CLI flags take precedence over environment variables, which take precedence over defaults.

Message Format

On connect — server sends a connected message with the symbol list, followed by any cached ticks:

{"type": "connected", "symbols": ["XAUUSD", "EURUSD", "GBPUSD"], "poll_interval_ms": 100}

Tick updates — sent whenever bid, ask, or volume changes:

{"type": "tick", "symbol": "XAUUSD", "bid": 2345.67, "ask": 2345.89, "spread": 0.22, "volume": 1234, "time": "2026-03-14T10:30:45+00:00"}

Errors — sent if a symbol cannot be fetched:

{"type": "error", "symbol": "INVALID", "message": "Symbol not found or data unavailable"}

Example: Connecting with Python

import asyncio
import json
from websockets.asyncio.client import connect

async def main():
    async with connect("ws://localhost:8765") as ws:
        async for message in ws:
            tick = json.loads(message)
            if tick["type"] == "tick":
                print(f"{tick['symbol']}: {tick['bid']}/{tick['ask']} (spread: {tick['spread']})")

asyncio.run(main())

Design Notes

• Change detection: Only broadcasts when bid, ask, or volume actually changes, reducing unnecessary traffic.
• Late joiners: New clients receive cached ticks immediately on connect, so they don’t have to wait for the next change.
• MT5 thread safety: All MT5 SDK calls are serialized through a single-thread executor to prevent concurrent access issues.
• Multiple clients: Any number of WebSocket clients can connect simultaneously.

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💡 Usage Examples

With Claude Desktop

Once configured, you can chat naturally:

Check Your Account:

You: “Show me my account information”

Claude: Returns balance, equity, margin, leverage, etc.

Get Market Data:

You: “What’s the current price of EUR/USD?”

Claude: Shows bid, ask, and spread

Place a Trade:

You: “Buy 0.01 lots of GBP/USD with stop loss at 1.2500 and take profit at 1.2700”

Claude: Executes the trade and confirms

Manage Positions:

You: “Close all my losing positions”

Claude: Closes positions and reports results

Analyze History:

You: “Show me all my trades from last week for EUR/USD”

Claude: Returns trade history as a table

With HTTP API

# Get account info
curl http://localhost:8000/api/v1/account/info

# Get current price
curl "http://localhost:8000/api/v1/market/price?symbol_name=EURUSD"

# Place a market order
curl -X POST http://localhost:8000/api/v1/order/market \
  -H "Content-Type: application/json" \
  -d '{
    "symbol": "EURUSD",
    "volume": 0.01,
    "type": "BUY",
    "stop_loss": 1.0990,
    "take_profit": 1.1010
  }'

# Get all open positions
curl http://localhost:8000/api/v1/positions

# Close a specific position
curl -X DELETE http://localhost:8000/api/v1/positions/12345

As a Python Library

from metatrader_client import MT5Client

# Connect to MT5
config = {
    "login": 12345678,
    "password": "your_password",
    "server": "MetaQuotes-Demo"
}
client = MT5Client(config)
client.connect()

# Get account statistics
stats = client.account.get_trade_statistics()
print(f"Balance: ${stats['balance']}")
print(f"Equity: ${stats['equity']}")

# Get current price
price = client.market.get_symbol_price("EURUSD")
print(f"EUR/USD Bid: {price['bid']}, Ask: {price['ask']}")

# Place a market order
result = client.order.place_market_order(
    type="BUY",
    symbol="EURUSD",
    volume=0.01,
    stop_loss=1.0990,
    take_profit=1.1010
)
print(result['message'])

# Close all positions
client.order.close_all_positions()

# Disconnect
client.disconnect()

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📚 Available Operations

Account Management

• get_account_info - Get balance, equity, profit, margin level, leverage, currency

Market Data

• get_symbols - List all available trading symbols
• get_symbol_price - Get current bid/ask price for a symbol
• get_candles_latest - Get recent price candles (OHLCV data)
• get_candles_by_date - Get historical candles for a date range
• get_symbol_info - Get detailed symbol information

Order Execution

• place_market_order - Execute instant BUY/SELL orders
• place_pending_order - Place limit/stop orders for future execution
• modify_position - Update stop loss or take profit
• modify_pending_order - Modify pending order parameters

Position Management

• get_all_positions - View all open positions
• get_positions_by_symbol - Filter positions by trading pair
• get_positions_by_id - Get specific position details
• close_position - Close a specific position
• close_all_positions - Close all open positions
• close_all_positions_by_symbol - Close all positions for a symbol
• close_all_profitable_positions - Close only winning trades
• close_all_losing_positions - Close only losing trades

Pending Orders

• get_all_pending_orders - List all pending orders
• get_pending_orders_by_symbol - Filter pending orders by symbol
• cancel_pending_order - Cancel a specific pending order
• cancel_all_pending_orders - Cancel all pending orders
• cancel_pending_orders_by_symbol - Cancel pending orders for a symbol

Trading History

• get_deals - Get historical completed trades
• get_orders - Get historical order records

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🔧 Advanced Configuration

Using Environment Variables

Instead of putting credentials in the command line, create a .env file:

LOGIN=12345678
PASSWORD=your_password
SERVER=MetaQuotes-Demo

# Optional: Specify custom MT5 terminal path (auto-detected if not provided)
# MT5_PATH=C:\Program Files\MetaTrader 5\terminal64.exe

Then start the server without arguments:

metatrader-http-server

The server will automatically load credentials from the .env file.

MCP Transport Configuration

The MCP server supports multiple transport modes:

Flag	Env Var	Default	Description
--transport	MCP_TRANSPORT	sse	Transport type: sse, stdio, streamable-http
--host	MCP_HOST	0.0.0.0	Host to bind (SSE/HTTP only)
--port	MCP_PORT	8080	Port to bind (SSE/HTTP only)

CLI flags take precedence over environment variables, which take precedence over defaults.

Custom Port and Host (HTTP API)

metatrader-http-server --host 127.0.0.1 --port 9000

Connection Parameters

The MT5 client supports additional configuration:

config = {
    "login": 12345678,
    "password": "your_password",
    "server": "MetaQuotes-Demo",
    "path": None,               # Path to MT5 terminal executable (default: auto-detect)
    "timeout": 60000,           # Connection timeout in milliseconds (default: 60000)
    "portable": False,          # Use portable mode (default: False)
    "max_retries": 3,           # Maximum connection retry attempts (default: 3)
    "backoff_factor": 1.5,      # Delay multiplier between retries (default: 1.5)
    "cooldown_time": 2.0,       # Seconds to wait between connections (default: 2.0)
    "debug": True               # Enable debug logging (default: False)
}

Configuration Options:

• login (int, required): Your MT5 account login number
• password (str, required): Your MT5 account password
• server (str, required): MT5 server name (e.g., “MetaQuotes-Demo”)
• path (str, optional): Full path to the MT5 terminal executable. If not specified, the client will automatically search standard installation directories
• timeout (int, optional): Connection timeout in milliseconds. Default: 60000 (60 seconds)
• portable (bool, optional): Enable portable mode for the MT5 terminal. Default: False
• max_retries (int, optional): Maximum number of connection retry attempts. Default: 3
• backoff_factor (float, optional): Exponential backoff factor for retry delays. Default: 1.5
• cooldown_time (float, optional): Minimum time in seconds between connection attempts. Default: 2.0
• debug (bool, optional): Enable detailed debug logging for troubleshooting. Default: False

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🗺️ Roadmap

Feature	Status
MetaTrader 5 Connection	✅ Complete
Python Client Library	✅ Complete
MCP Server	✅ Complete
Claude Desktop Integration	✅ Complete
HTTP/REST API Server	✅ Complete
Open WebUI Integration	✅ Complete
OpenAPI Documentation	✅ Complete
PyPI Package	✅ Published
SSE Transport Support	✅ Complete
Google ADK Integration	🚧 In Progress
WebSocket Quote Server	✅ Complete
Docker Container	📋 Planned

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🛠️ Development

Setting Up Development Environment

# Clone the repository
git clone https://github.com/ariadng/metatrader-mcp-server.git
cd metatrader-mcp-server

# Install in development mode
pip install -e .

# Install development dependencies
pip install pytest python-dotenv

# Run tests
pytest tests/

Project Structure

metatrader-mcp-server/
├── src/
│   ├── metatrader_client/      # Core MT5 client library
│   │   ├── account/            # Account operations
│   │   ├── connection/         # Connection management
│   │   ├── history/            # Historical data
│   │   ├── market/             # Market data
│   │   ├── order/              # Order execution
│   │   └── types/              # Type definitions
│   ├── metatrader_mcp/         # MCP server implementation
│   ├── metatrader_openapi/     # HTTP/REST API server
│   └── metatrader_quote/       # WebSocket quote streamer
├── tests/                      # Test suite
├── docs/                       # Documentation
└── pyproject.toml             # Project configuration

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🤝 Contributing

Contributions are welcome! Here’s how you can help:

1. Report Bugs - Open an issue
2. Suggest Features - Share your ideas in issues
3. Submit Pull Requests - Fix bugs or add features
4. Improve Documentation - Help make docs clearer
5. Share Examples - Show how you’re using it

Contribution Guidelines

• Fork the repository
• Create a feature branch (git checkout -b feature/amazing-feature)
• Make your changes
• Write or update tests
• Ensure tests pass (pytest)
• Commit your changes (git commit -m 'Add amazing feature')
• Push to the branch (git push origin feature/amazing-feature)
• Open a Pull Request

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📖 Documentation

• Developer Documentation - Detailed technical docs
• API Reference - Complete API documentation
• Examples - Code examples and tutorials
• Roadmap - Feature development timeline

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🆘 Getting Help

• Issues: GitHub Issues
• Discussions: GitHub Discussions
• LinkedIn: Connect with me

Common Issues

“Connection failed”

• Ensure MT5 terminal is running
• Check that algorithmic trading is enabled
• Verify your login credentials are correct

“Module not found”

• Make sure you’ve installed the package: pip install metatrader-mcp-server
• Check your Python version is 3.10 or higher

“Order execution failed”

• Verify the symbol exists on your broker
• Check that the market is open
• Ensure you have sufficient margin

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📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

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🙏 Acknowledgments

• Built with FastMCP for MCP protocol support
• Uses MetaTrader5 Python package
• Powered by FastAPI for the REST API

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📊 Project Stats

• Version: 0.5.1
• Python: 3.10+
• License: MIT
• Status: Active Development

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