• MONITOR
  • MODIFY
  • CANCEL
  • HUMAN

How to manage active trading positions with your AI

Connect OKX to your AI client once. From there, you can check your exposure and adjust orders through natural language.

Ask AI about this page

Short answer

How can I manage my OKX trades with AI?

Your AI uses specific tools to pull your current position data and modify existing orders. You can check your exposure or cancel orders across spot and futures markets by simply asking. This breakdown shows you how to handle your active trades.

Trading outcomes

What you can do

The specific ways your AI interacts with your OKX account.

MONITOR

Real-time exposure checks

The AI pulls your current open positions. You get an immediate view of your market exposure without opening the OKX app.

MODIFY

Adjust active orders

Change the price or size of an existing order. Your AI updates the parameters on the exchange for you.

CANCEL

Kill open orders

Stop a pending trade before it hits. The AI sends the cancellation request to OKX immediately.

HUMAN

Manual oversight

You stay in control of the final decision. The AI handles the technical execution, but you decide when to move or stop.

The workflow

What your AI does when <the thing arrives>.

The AI acts as a bridge between your chat interface and the OKX exchange.

  1. Check exposure

    The AI looks up your current active trades to see what you are holding.

    get_positions

  2. Identify assets

    It pulls the specific details for the trading pairs you want to interact with.

    get_instruments

  3. Update orders

    The AI changes the price or quantity of a limit order that is already live.

    amend_order

  4. Stop trades

    The AI removes a pending order from the order book.

    cancel_order

Try it

Copy these to start.

Use these prompts to begin interacting with your OKX account.

Starting points

Replace the bracketed text with your specific ticker or order ID.

OKX Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_Ax5Q8n9mhVZ6QfccMtE4K3uI7ivl5xyIu9yZEAtC/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — OKX capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "okx-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_Ax5Q8n9mhVZ6QfccMtE4K3uI7ivl5xyIu9yZEAtC/mcp"
    }
  }
}
Copy into chat04

  • Show me all my current open positions on OKX.

  • Cancel my limit order for BTC/USDT.

  • Change my existing ETH order to a limit price of 2500.

  • What are my current positions in the futures market?

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect OKX once, then ask.

Link your account in one step. Your credentials stay encrypted and secure, and you can immediately start managing trades through your preferred AI client.

Connect OKX to your AI

FAQ

How this task behaves

  • 01

    Can the AI place new trades?

    No. This specific setup is for managing, amending, or canceling existing orders and viewing positions.

  • 02

    Does the AI decide when to trade for me?

    No. The AI only executes the specific commands you give it. You remain the decision maker.

  • 03

    Can I use this for spot and futures?

    Yes. The tools allow you to manage positions across both markets.

  • 04

    Will the AI delete my account?

    No. The available tools are limited to position monitoring and order management.

  • 05

    Can the AI see my entire trade history?

    No. The AI can only access current positions and active orders through the provided tools.

  • More questions about OKX? The Connector page answers them. See everything the OKX Connector can do

Connect OKX to Claude, Cursor, ChatGPT & more