Compatible with every major AI agent and IDE
What is the OKX MCP Server?
Connect your OKX trading account to any AI agent to monitor markets and manage your portfolio through natural language.
What you can do
- Market Data — Retrieve available instruments for spot, margin, futures, and options trading using
get_instruments. - Account Monitoring — Fetch real-time asset balances with
get_balanceand track active positions across different instrument types withget_positions. - Order Management — Place new trade orders (limit, market, etc.) via
place_order, amend existing ones withamend_order, or cancel pending orders instantly usingcancel_order. - Flexible Trading — Support for various trade modes including cash, cross, and isolated margin directly from your conversation.
How it works
- Subscribe to this server
- Enter your OKX API Key, Secret Key, and Passphrase
- Start trading and monitoring your portfolio from Claude, Cursor, or any MCP-compatible client
Who is this for?
- Traders — execute orders and check positions without switching between multiple exchange tabs or mobile apps.
- Developers — integrate trading capabilities into automated workflows or code editors to monitor exposure while working.
- Portfolio Managers — get quick summaries of balances and risk exposure across different asset classes using natural language queries.
Built-in capabilities (6)
Requires instrument ID and either order ID or client order ID. Amend an existing incomplete order
Requires instrument ID and either order ID or client order ID. Cancel an incomplete order
Can be filtered by specific currencies. Retrieve asset balances in the trading account
Can be filtered by instrument type. Retrieve available instruments for the account
Can be filtered by instrument type, instrument ID, or position ID. Retrieve active positions
Requires instrument ID, trade mode, side, order type, and size. Place a new trade order
Why Windsurf?
Windsurf's Cascade agent chains multiple OKX tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 6 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
- —
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
- —
JSON-based configuration means zero code changes: paste a URL, reload, and all 6 tools are immediately available
- —
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
OKX in Windsurf
OKX and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect OKX to Windsurf through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for OKX in Windsurf
The OKX MCP Server runs on Vinkius-managed infrastructure inside AWS — a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts. All 6 tools execute in hardened sandboxes optimized for native MCP execution.
Your AI agents in Windsurf only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
How Vinkius secures
OKX for Windsurf
Every tool call from Windsurf to the OKX MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
Can I check my current balance for specific coins like BTC or USDT?
Yes! Use the get_balance tool and provide a comma-separated list of currencies in the ccy parameter. The agent will return the available and frozen balances for those specific assets.
How do I see my open positions for futures or swap markets?
You can use the get_positions tool. You can filter by instType (e.g., 'FUTURES' or 'SWAP') or provide a specific instId like 'BTC-USDT-SWAP' to see your entry price, size, and PnL.
Is it possible to cancel an order if I change my mind?
Absolutely. Use the cancel_order tool by providing the instId and the ordId of the pending order. The agent will confirm if the cancellation was successful.
How does Windsurf discover MCP tools?
Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.
Can Cascade chain multiple MCP tool calls?
Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.
Does Windsurf support multiple MCP servers?
Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.
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