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Connect tradeSteward to Claude, ChatGPT or Codex

Last updated November 5, 2026

Connect your tradeSteward account to Claude, ChatGPT or Codex and ask it to review your bots, build new ones and run Backticks for you. This guide takes you from nothing to a working connection in short steps.

Every assistant connects through the tradeSteward connector at this address:

https://api.tradesteward.com/mcp

You sign in to tradeSteward yourself when you connect, and you choose exactly what the assistant may do. Your password is never shared with it.

What you need

  • A plan that includes API access. Any Trader plan lets an assistant read your bots, build them and change bots that are not live. Trader Unlimited also lets it turn bots on and off and change live bots. Backtick Professional lets it work with Backticks. See Choose a Plan.
  • An AI assistant that supports custom connectors: Claude (claude.ai, Claude Desktop or Claude Code), ChatGPT or Codex.
  • A browser where you can sign in to tradeSteward, and a few minutes.

What a connected assistant can and cannot do

  • On any Trader plan it can read your bots, their settings, performance, trades and logs. On Backtick Professional it can read your Backticks and their results.
  • On any Trader plan it can also preview the strikes a bot would choose right now from live quotes. A preview saves nothing and places no orders.
  • On any Trader plan it can also create bots and edit bots that are not live. On Trader Unlimited it can also turn a bot off.
  • With the permissions you give it, it can also ask to pause or resume all trading and, on Trader Unlimited, to turn a bot on or change a bot that is live. Each request waits for your approval on tradeSteward, and nothing changes until you give it. A pause can take a short time to reach the trading engine once you approve it.
  • On the other Trader plans, when you ask it to turn a bot on or off or change a live bot, its answer links to the page where you upgrade your plan.
  • With Backtick Professional it can create and run Backticks, read their results, and turn a Backtick position into a bot when you also have a Trader plan.
  Every bot an assistant creates is saved switched off. Review it on the Bots page, then turn it on yourself from the tradeSteward website, or approve the assistant's request to turn it on. When you turn on such a bot from the Bots page, its settings page or a portfolio, tradeSteward first shows you what the connection created or changed.

How it works

Choose OAuth sign-in. Your assistant can use a published client identity (CIMD) or Dynamic Client Registration (DCR) to set up the connection automatically. Leave manual client id and secret fields empty. Registration alone gives no account access; your plan must include API access before you can approve the connection.

When you add the connector, the assistant sends you to tradeSteward's own sign-in page. You sign in the way you always do, and the assistant never sees your password, passkey or two-factor code. A consent page then lists what the assistant is asking to do. Switch off anything you do not want and select Allow.

From then on, every request the assistant makes is checked against the permissions you chose and against your plan at that moment. You can change a connection or end it on the Connected Apps page, in your account menu, and the change applies to its next request.

The steps

  1. Connect tradeSteward to Claude, ChatGPT or CodexWhat a connected AI assistant can and cannot do, what you need, how the connection works and the steps of this guide.
  2. Connect ClaudeAdd tradeSteward as a custom connector on claude.ai or in Claude Desktop, sign in and allow, and find the connection on Connected Apps.
  3. Connect Claude CodeInstall the tradeSteward plugin in Claude Code with two commands, sign in from /mcp, and meet the eight skills it adds.
  4. Connect ChatGPTAdd tradeSteward to ChatGPT as a custom connector, sign in and allow, and start your first chat.
  5. Connect CodexAdd tradeSteward to Codex with one command, sign in with codex mcp login, and start a session.
  6. Choose What a Connection May Do: Permissions and LimitsEvery permission a connected assistant can hold and what each allows, the four that need your approval each time, the consent page, and how to change a connection later.
  7. Safeguards: Confirmation, Limits and ScopeAccount limits that block a permission for every connection, limiting a connection to broker accounts or to its own bots, what an assistant is told when a limit stops it, and your approval before an assistant or your own code starts, changes or stops live trading.
  8. Your First ConversationWhat the assistant reads first, three things to try, how it waits for a Backtick, where its runs and notices appear, and why your notes are never instructions to it.
  9. Manage Connected AppsRecent activity, the notices you receive, status badges, signing in again after a lapse or a sign-in change, disconnecting and deleting.
  10. Troubleshooting a Connected AssistantWhat to do when the assistant says it cannot do something, cannot see a bot, says a request is waiting for your approval, or tradeSteward refuses a new connection.

Of the four connect steps, you only need the one for your assistant. Read it, then carry on with the permissions step.

Writing your own code instead

To control your account from your own programs instead of an assistant, see Use the tradeSteward API From Your Own Code.

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