• REAL-TIME
  • SPECIFIC
  • SUMMARY
  • HUMAN

How to monitor crypto account balances with your AI

Connect OKX to your AI client to turn your agent into a real-time portfolio tracker. Once connected, you can query your holdings through natural language.

Ask AI about this page

Short answer

How can I check my OKX balances using AI?

Your AI uses the get_balance tool to pull live data from your OKX account. You'll get exact totals for specific coins or your entire portfolio instantly. Here is what you can do.

The results

What you get from this connection

The AI handles the data retrieval so you don't have to log into the exchange manually.

REAL-TIME

Live asset totals

The agent pulls current data from OKX. You get the most recent numbers for your holdings without manual refreshing.

SPECIFIC

Individual coin checks

Ask for the balance of a single asset like BTC or ETH. The AI isolates that specific value for you.

SUMMARY

Portfolio overviews

Get a bird's-eye view of your entire account. The AI aggregates your different holdings into a single response.

HUMAN

Manual trade execution

The AI only reads your balance. You still need to log in to OKX to place trades or move funds.

The workflow

What your AI does when you ask for a balance.

The AI acts as a bridge between your chat interface and your OKX account data.

  1. Identify the request

    Your agent parses your message to figure out which specific currency or total balance you are asking about.

    get_balance

  2. Fetch account data

    The agent calls the OKX connection to pull the latest numbers from your account.

    get_balance

  3. Filter the results

    If you asked for a specific coin, the AI narrows down the data to show only that asset.

    get_balance

  4. Report the numbers

    The AI presents the final balance in a clear, readable format within your chat window.

    get_balance

Try it

Copy these to start.

Use these prompts to interact with your OKX data immediately.

Starting points

Swap out the specific coin names for whatever you actually hold in your OKX account.

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

  • What is my total balance on OKX?

  • How much BTC do I currently have in my OKX account?

  • List all my available balances from OKX.

  • Check my ETH balance on OKX.

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

Start here

Connect OKX once, then ask.

Follow the link to authorize the connection. Your credentials stay encrypted and secure on our side.

Connect OKX to your AI

FAQ

How this task behaves

  • 01

    Can the AI trade crypto for me?

    No. This MCP only provides the ability to read balance data. It cannot execute trades or transfers.

  • 02

    Does the AI see my private keys?

    No. The connection uses secure authentication that does not expose your private keys to the AI or Vinkius.

  • 03

    Can I see my transaction history?

    No. The current tools only allow for checking account balances.

  • 04

    Is the balance data real-time?

    Yes. The AI pulls the data from OKX at the moment you ask the question.

  • 05

    Can the AI move funds between wallets?

    No. The AI is limited to read-only balance checks via the get_balance tool.

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

Connect OKX to Claude, Cursor, ChatGPT & more