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MCP server

Use cubrik from the AI you already use

Connect cubrik to Claude, ChatGPT, Cursor, VS Code or Claude Code. Ask for a backtest, check your portfolio, set up an agent or manage your positions, without leaving the conversation.

Connect an AI appIncluded in every plan, Demo too. Your plan's limits apply as they do in cubrik.

Connect

The server address

Add this address to your AI app as a custom connector (some apps call it an MCP server or an integration). The first time it is used, the app opens cubrik's sign-in.

https://mcp.cubrik.ai/mcp

Streamable HTTP · sign-in with OAuth 2.0 · no API key

Three steps

  1. 01

    Add the address

    In your AI app, add a custom connector and paste https://mcp.cubrik.ai/mcp.

  2. 02

    Sign in with cubrik

    The app sends you to cubrik. Sign in as usual: no key to copy, nothing to paste into the chat.

  3. 03

    Choose what it may do

    Read your account, manage your agents, trade on your connected brokers: you tick what this app may do, and you can change it by connecting again.

Before you start

  • A cubrik account: sign up at app.cubrik.ai. Every plan includes the connection, the free Demo plan too.
  • An AI app that connects to remote MCP servers over streamable HTTP, with an OAuth sign-in.
  • For the trading tools only: a broker or exchange connected in cubrik, on its Brokers page. Market data, backtests and the Library need none, and every plan can open a Demo account there, with virtual money.

Set it up in your app

Claude

Settings → Connectors → Add custom connector, then paste the address. Works on claude.ai, the desktop app and the phone apps.

ChatGPT

In ChatGPT's settings, under Apps, turn on developer mode, then create an app with the address. Available on the ChatGPT plans that allow custom apps.

Claude Code

Run claude mcp add --transport http cubrik https://mcp.cubrik.ai/mcp, then type /mcp to sign in.

Cursor and VS Code

Open Settings → MCP in Cursor, or run “MCP: Add Server” in VS Code, choose HTTP and paste the address. The AI apps page in cubrik has a one-click button for each.

Cursor · ~/.cursor/mcp.json
{
  "mcpServers": {
    "cubrik": { "url": "https://mcp.cubrik.ai/mcp" }
  }
}
VS Code · .vscode/mcp.json
{
  "servers": {
    "cubrik": { "type": "http", "url": "https://mcp.cubrik.ai/mcp" }
  }
}

Codex, Gemini CLI and others

Any app that supports remote MCP servers with an OAuth sign-in can connect: add the address as a streamable HTTP server.

Sign-in and permissions

cubrik signs AI apps in with OAuth 2.0, through the authorization code flow with PKCE. The app registers itself, by dynamic client registration or a client ID metadata document, so there is no client ID, API key or password to copy.

On cubrik's sign-in page you choose what the app may do. It then holds a token for your cubrik account alone, limited to what you allowed:

  • See your accountcubrik.read

    Your plan and credits, agents and their runs, backtests, the Library, Analytics, market data, notifications and skills, and the balances, positions and trades of the platforms you connected.

  • Manage your agentscubrik.agents

    Create, change, test, start, pause and delete agents, copy Library agents, apply Analytics advice, and save or delete skills.

  • Trade on your platformscubrik.trade

    Place, change and close orders, and set take-profit and stop-loss, on the brokers and exchanges you connected to cubrik.

Broker and exchange keys are entered in cubrik, on the Brokers page, never in a conversation, and the AI app never receives them: connect_platform only gives the link to that page.

To end an app's access, disconnect it in Settings → AI apps, on the web or on your phone, or remove cubrik from the app. Either way, it has to sign in again.

Example prompts

Ask in your own words: the app picks the tools. Five requests, the tools each one uses, and what it changes:

  • Show my balances and open positions on every platform, and how much I made this month.

    get_portfolioget_trading_resultsReads only.

  • Backtest this on BTC 4h over the last year: buy when RSI goes under 30 and the price is above the 200 EMA, with a 2% stop and a 4% target.

    run_backtestget_backtestA simulation: nothing changes on any account.

  • Find a Library agent for gold with a drawdown under 15% and copy it to my account.

    search_libraryget_library_agentcopy_library_agentThe copy is created paused.

  • Create an agent from that backtest, test it, and tell me what it would do right now.

    create_agenttest_agentCreated paused. The test places nothing and uses no credits.

  • Pause all my agents.

    pause_all_agentsTheir open positions stay open.

Tools

Every tool has a title and MCP annotations, given here beside it. Read-only tools change nothing. Destructive tools change or remove something, start an agent that may trade, or place an order, so an app that reads annotations, such as Claude, can ask you before running one. Creating, copying, testing and pausing agents are writes that are not destructive.

Account and portfolio

Your plan and credits, the balances and open positions on every connected platform, your closed trades and your results.

  • get_accountread-only

    Plan, credits left this month and when they renew, active agents and the limit, and the schedules agents may run on.

  • list_platformsread-only

    The brokers and exchanges connected to cubrik: status, whether agents can use each one, and the last known balance.

  • connect_platformread-only

    The platforms cubrik lists, and the link to the cubrik page where one is connected.

  • get_portfolioread-only

    Balances and open positions on every connected platform, read from the platforms themselves.

  • get_trade_historyread-only

    Closed trades, newest first, with the agent behind each one.

  • get_trading_resultsread-only

    Profit and loss, number of trades and win rate over a period, by agent and by platform.

  • list_notificationsread-only

    Recent agent results, risk alerts and finished backtests.

  • mark_notifications_readwrite

    Marks notifications as read.

Agents

List, create, change, start, pause or test your AI agents, and read what each run found and did.

  • list_agentsget_agentread-only

    Your agents: status, schedule, whether each may trade, its instruction or rules, and what it costs.

  • get_agent_runsget_conversationread-only

    An agent's runs: what it found, decided and traded, and the conversation it writes them into.

  • list_agent_templatesread-only

    Ready-made agent setups.

  • create_agentwrite

    Creates an agent from an instruction or from a backtest's rules, always paused.

  • test_agentwrite

    A dry run: decides as a real run would, places nothing and uses no credits.

  • update_agentdestructive

    Changes an agent's name, schedule, instruction or rules, platforms or limits.

  • start_agentdestructive

    Starts a paused agent. One allowed to trade places orders on its platform from then on.

  • run_agent_nowdestructive

    One real run now, outside the schedule. Uses credits.

  • pause_agentpause_all_agentswrite

    Pauses one agent, until you start it again or until a time you set, or every agent at once. Positions stay open.

  • delete_agentdestructive

    Deletes an agent. Positions it opened stay open.

Backtests

Test an idea's rules on historical candles and see the equity curve, the drawdown and the win rate, month by month.

  • run_backtestwrite

    Simulates rules on historical candles and keeps the backtest in the account, where get_backtest reads it.

  • get_backtestread-only

    Reads a backtest's result: return, maximum drawdown, win rate, number of trades and the assumptions behind them.

  • check_rules_nowread-only

    Whether a saved strategy's entry and exit rules are true on the latest candles.

Library

Browse cubrik's ready-made agents with their 12-month backtests, and copy one into your account.

  • search_libraryget_library_agentread-only

    cubrik's ready-made agents, backtested every week, with return, drawdown and score, and each one in full.

  • copy_library_agentwrite

    Copies a Library agent into your account, paused.

Analytics

Your Analytics report and its advice for each agent, applied in one step.

  • get_analysisread-only

    A platform's Analytics report: profit and loss, best and worst markets, split by agent.

  • get_adviceread-only

    Analytics' advice for each agent on a platform: what to change and why.

  • apply_advicedestructive

    Writes one piece of advice onto its agent, changing that agent's rules.

Markets

Prices, candles, the instruments cubrik covers, filtered news and the economic calendar.

  • get_priceget_candlesread-only

    Latest prices with their 24-hour change, and OHLCV candles.

  • list_instrumentsread-only

    The crypto pairs, forex, indices, commodities and stocks cubrik has prices for.

  • get_market_overviewread-only

    The main markets' moves and the biggest movers.

  • get_newsget_economic_calendarread-only

    Headlines filtered for their likely impact, and upcoming economic events.

Skills

Your own playbooks: save, read and update the skills your cubrik chat and agents follow.

  • list_skillsget_skillread-only

    Your skills, the playbooks cubrik's chat and agents follow, listed or one in full.

  • save_skilldelete_skilldestructive

    Creates, replaces or deletes one of your skills.

Your brokers' own tools

Orders, stops and targets, and closing positions on the brokers you connected to cubrik, if you allow trading when you sign in.

<platform>_<tool>read-onlydestructive

Each platform connected to cubrik brings its own tools, named after the connection, such as moonx_get_account_overview. Reading balances, positions, orders and trade history is read-only; placing, changing and closing orders and setting take-profit and stop-loss are destructive, and need the trading permission. No tool that moves money in or out of an account is offered.

ChatGPT's app directory lists cubrik at an address of its own, https://mcp.cubrik.ai/chatgpt/mcp, which places no orders: it has no platform tools and no start_agent or run_agent_now, and its start_watch_agent starts only agents that cannot trade.

Answers you can see

In Claude and ChatGPT, backtests, agents, your portfolio, the Library and Analytics appear as interactive cards in the conversation, with Pause, Start, Copy and Apply buttons that act through the same tools.

You stay in control

  • You choose what each app may do when you sign it in: read, manage agents, trade.
  • No tool moves money into or out of any of your accounts.
  • Agents never start on their own: new and copied agents are created paused, and trade only once you start them, within the limits set on each.
  • Orders, agent starts, changes and deletions are marked destructive, so Claude and ChatGPT ask before using them, unless you tell them not to.
  • pause_all_agents stops every agent at once, from your AI app or in cubrik. Open positions stay open.
  • Backtests and tests place nothing, and the Demo account trades virtual money.
  • Disconnect any app at any time from Settings → AI apps, on the web or on your phone.
  • cubrik records every action an AI app takes, with the app's name.

cubrik is software, not a broker, an investment adviser or an asset manager. Trading leveraged products carries a high risk of loss, and past or backtested results do not guarantee future ones. See the Risk Disclosure.

Data and privacy

  • The app reaches only the cubrik account you signed in with, and only through the permissions you gave it.
  • cubrik receives only what the app sends to use it: its sign-in and the tool calls it makes. cubrik never sees your conversation, the app's memory or your files.
  • Each call is recorded with its tool, its time, whether it worked and how long it took, and the record is kept for 90 days. What the call contained is not recorded; what it changed in your account is, as if you had made the change, with the app's name.
  • The app's tokens are stored only as a one-way fingerprint, and deleted as soon as you disconnect it.
  • Balances, positions and trades are read from your platforms through the access you gave cubrik. We never sell your data.

How we handle what AI apps read and do is in our Privacy Policy and our Terms of Service.

Troubleshooting

  • The app cannot connect, or the sign-in fails

    Check that the address is exactly https://mcp.cubrik.ai/mcp, then remove cubrik from the app and add it again. In Claude Code, run /mcp and choose cubrik to sign in again.

  • A tool says this connection was not given a permission

    That permission was left unticked when the app signed in. Connect the app again and tick it on cubrik's page.

  • The trading tools are missing

    They come from the platforms connected to cubrik. Connect a broker or exchange on the Brokers page, then start a new conversation, or reload the server in your app, so they load. ChatGPT's directory version has none.

  • Not enough credits, or the agent limit is reached

    Your plan's limits apply as they do in cubrik. Ask “What's left on my cubrik plan?” or open Settings → Plan.

  • An order was refused

    The answer gives the platform's reason, such as margin, a size under the minimum or a closed market. Change the order and try again.

  • A backtest is still running

    Backtests run in the background. Ask the app to look at the result again in a minute.

Questions

Does it cost anything?

No. The connection is included in every cubrik plan, the free Demo plan too. Reading your account uses no credits; an agent's run or test uses credits as it does in cubrik. Your AI app's own subscription is separate.

Can my AI app place trades?

On the brokers you connected to cubrik, if you allow trading when you sign the app in. Apps like Claude ask you before each such action unless you tell them not to. The version listed in ChatGPT's app directory places no orders.

Is my broker's key shared with the AI app?

No. Your keys stay with cubrik, sealed. The app only gets a cubrik token for what you allowed, and cubrik places the order for it.

Which plans include it?

All of them. The limits of your plan, such as agents, schedules, credits and connected platforms, apply exactly as they do in cubrik.

How do I disconnect?

Settings → AI apps → Connected, then Disconnect. It ends at once: the app has to sign in again to use cubrik.

What does the AI app see?

Only what its tools return, when it calls them. What the app then does with it is governed by that app's own terms and privacy policy.

Support

Write to help@cubrik.ai with the time it happened and, if you have it, the tool's name.