tradeSteward + your AI

Your trading workspace.
Now in the conversation.

Explore your results, build a bot, or test an idea with Backtick. Connect the assistant you already use and ask in your own words.

Connect your assistant Explore what you can do

MCP (Model Context Protocol) is the bridge between your assistant and tradeSteward. It gives your assistant tools to work with your account, within the permissions you choose.

See it in action

A trading bot you can talk to

Check out how easy it is to set up an SPX iron condor, Backtick its entry times and stops using AI assistance - even asking for your approval before a bot turns on.

Simulated demonstration. These are AI-simulated backtests that do not reflect real backtesting and are provided for demonstration purposes only. Results and bots shown are not investment advice or a recommendation. Past performance does not guarantee future results.

From “what happened?” to “what if?”

Start with a question. Build up to a workflow. Copy an example after you connect.

Understand your results

Review bot performance, trades and fills without digging through every screen.

Use tradeSteward to review my bot performance over the last 30 days. Which bots had the largest drawdowns? Show the supporting trades.

Build a bot from an idea

Describe your strategy. Your assistant can help fill in the settings and save a bot for review.

Use tradeSteward to help me build an SPX credit spread bot. Ask about any settings I have not specified. Save it switched off.

Explore with Backtick

Create and run a Backtick, compare results, or use SweepTick to explore different settings.

Use tradeSteward to help me test a strategy with Backtick. Ask me for the symbol, dates and entry and exit rules first.

Compare research with live trading

Compare a Backtick with your bots’ live trades. Explore differences in timing, fills and results.

Use tradeSteward to compare a completed Backtick with my live bot trades over the same dates. Ask me which Backtick and bots to use, and explain any differences.

Your assistant can also search your Backtick library, explore SweepTick settings, and help prepare charts and exports. Actions depend on your plan and permissions; presentation depends on your assistant. Review its analysis against the underlying results.

From setup to your first question

Check your access, add your assistant, approve the connection, then try a question.

Check what you need

You need a tradeSteward account with API access and an assistant that supports custom MCP connections.

Check plans and account access
  • A tradeSteward account with API access enabled. Sign in and look for Connected Apps in your account menu. If it is missing, contact support to check availability.
  • Any Trader plan for reading bots, creating bots and editing idle bots. Trader Unlimited also supports disabling bots and requesting approval to enable or edit live bots.
  • Backtick Professional for creating, running and reading Backticks. Converting a Backtick position to a bot also needs a Trader plan.
  • An AI assistant with custom MCP connections available on your account. Your AI provider or workspace administrator may control access.

Sign in to tradeSteward Compare plans

Add tradeSteward to your assistant

Jumped straight here? Check your account and plan requirements first.

Use this server address wherever your assistant asks for an MCP server URL:

https://api.tradesteward.com/mcp

Name the connection tradeSteward. Choose OAuth (sign in) if asked how to authenticate. If asked for client registration, choose CIMD / published identity or Dynamic Client Registration (DCR). DCR registers the connection automatically before sign-in. Leave manual client ID and secret fields empty. You do not need to create an API key for these connections.

Claude.ai Browser

  1. In Claude, open Customize → Connectors (or find Connectors in settings).
  2. Select Add → Add custom connector (or Custom → Web). Enter tradeSteward and the server address above, then continue.
  3. Choose Sign in now. Under OAuth client, select Use Claude’s published identity (Recommended), or choose dynamic client registration if offered. Finish adding the connector.
  4. Complete step 3: sign in and allow access. In a chat, open + → Connectors and enable tradeSteward.

On Team or Enterprise, an owner must first add the connector in Organization settings. Members then choose Connect from their own connectors list.

Claude's connection instructions
Claude Desktop Desktop app
  1. In Claude Desktop, open Customize → Connectors. If you already connected tradeSteward on claude.ai with this Claude account, use that connection.
  2. Otherwise, follow the Claude.ai setup above to add a remote connector. You can do this in the browser with the same Claude account.
  3. Return to the desktop app. In a chat, open + → Connectors, enable tradeSteward and try your first question.

The remote connector belongs to your Claude account. No desktop extension, local server or configuration file is needed.

ChatGPT Web or desktop

On the web:

  1. Open Plugins in ChatGPT. Select + → Add custom MCP server.
  2. Name it tradeSteward, paste the server address and choose OAuth authentication.
  3. Review ChatGPT's connection notice and create the plugin. Install it, then connect your tradeSteward account when prompted.
  4. Complete step 3: sign in and allow access. In a new chat, type @ and select tradeSteward.

In the desktop app: Open Settings → MCP servers → Add server, choose Streamable HTTP, and enter the name and address. Save, restart when prompted, then select Authenticate.

ChatGPT web instructions Desktop instructions
Codex Terminal or IDE

If you already use the Codex CLI, run these two commands in your terminal:

codex mcp add tradesteward --url https://api.tradesteward.com/mcp
codex mcp login tradesteward

Your browser opens for step 3: sign in and allow access. Afterwards, start a Codex session and use /mcp to check the connection.

In the IDE extension, you can instead open MCP servers → Add server, choose Streamable HTTP and enter the name and address. Save, restart the extension and select Authenticate.

Codex setup instructions
Claude Code Terminal

If you already use Claude Code, run this in your terminal. It makes the connection available across your projects on this computer:

claude mcp add --transport http --scope user tradesteward https://api.tradesteward.com/mcp

Start Claude Code, run /mcp, select tradesteward and authenticate. Then complete step 3: sign in and allow access.

Claude Code setup instructions
Grok Custom connector

  1. Open Grok's Connectors page.
  2. Choose New Connector → Custom and enter the server address above.
  3. Complete step 3: sign in and allow access, then start a chat and ask Grok to use tradeSteward.

For Grok Business or Enterprise, an administrator must first add the connector in the cloud console. If Custom is unavailable, check with your workspace administrator.

Grok's connection instructions
Another assistant Compatible MCP clients

Add a remote MCP server using the address above, Streamable HTTP transport and OAuth sign-in. Your client can use Client ID Metadata Documents (CIMD) or Dynamic Client Registration (DCR) for automatic connection setup. Cursor and Gemini CLI support DCR.

Choose automatic registration if prompted, then sign in and allow access. Registration sets up the app; account access starts only after you approve it. For client developers, the authentication reference lists discovery, registration and token endpoints.

Sign in and choose what your assistant may do

  1. Sign in on tradeSteward's own sign-in page using your usual method.
  2. Review the app name and permissions on Connect an app. For a first try, keep the viewing permissions and switch off permissions that create, edit, run or delete things.
  3. Optionally limit access to selected broker accounts. Leave Only bots this app creates off if you want it to review your existing bots.
  4. Select Allow, then return to your assistant.
You control the connection. Your assistant can receive the account data you allow, but never your password or broker login. New bots are always saved switched off. Enabling a bot, editing a live bot, and pausing or resuming all trading require your approval in tradeSteward. Other permitted actions, such as disabling a bot, editing an idle bot or running a Backtick, can happen without a separate tradeSteward approval.

Change permissions or disconnect at any time in Account → Connected Apps after signing in.

Try your first question

Open a new conversation, enable or select tradeSteward, and paste this:

Use the tradeSteward connection to tell me what you can access in my account. Summarize my available bots or Backticks and suggest three things you can help me with. Do not create, change, run or delete anything.

You're connected when your assistant uses tradeSteward tools and returns information from your account. Once that works, try an example above. Enable any extra permissions you need on Connected Apps first.

Need a hand?

Can't add a connector?

Check your assistant's plan and workspace permissions. A team administrator may need to allow custom connectors.

Connected, but no account data?

Enable tradeSteward in the chat, check the connection's viewing permissions on Connected Apps, and try a new conversation. Reconnect if sign-in has expired.

An action is unavailable?

Check your tradeSteward plan, connection permissions and selected broker accounts. Some live actions also need your approval on Connected Apps.

Contact support Manage connections (sign-in required)

Provider instructions checked November 11, 2026. Menu labels can vary by app version and workspace.