How do I connect my Axi account to Claude?

Before you connect, please read the Important information and privacy notes at the end of this article.

You can initiate the connection from either the Axi Client Portal, Axi mobile app or directly inside Claude. 

Method A: Starting from the Axi Client Portal or App 

1. Log in to the Axi Client Portal (CPv2) or the Axi mobile app. 

   1. Portal: Go to Settings→ MCP Management.  

   2. App: Tap your profile icon (man icon)→ MCP Management. 

Note: If you do not have an active (verified or not-verified) MT5 account, or if your account is closed/archived, you won't be able to connect to Claude (see article: What is the Axi MCP connection?).

 2. Choose how to connect: 

• Option 1: Automatic Redirect Click Connect. You will be automatically redirected to the Claude Connectors page to finish setup. 

• Option 2: Copy URL Manually 

  • Click Copy next to the unique MCP server URL ([https://mcp.axi.com/mcp]. 

  • Open Claude and go to Customize > Connectors. 

3. Click on + Add (Add custom connector).  

4. Paste the URL, enter any name you like for the connector, and click Continue.  

5. You will be redirected to log in with your Axi credentials (if you are not connected yet) and review the permissions screen detailing what data Claude can access. It is recommend keeping the default settings. Click Accept to continue.   

Review and agree to the disclaimer. On the permissions screen you'll see what access you're granting (read Axi account data, positions, orders and live quotes; place and manage trades on MT5 demo and live accounts; allow offline access) and a tick box: "By connecting to and using Axi's MCP via your AI assistant, you acknowledge that you have read and understood the disclaimer and agree that your use of the service is subject to those terms." Keep this box ticked — it links to the full disclaimer, which we recommend reading — then click Allow access to continue. If the box is unticked, the connection can't be completed.

Once accepted, Claude will reconnect automatically on future visits — you do not need to repeat this process every time. Note: The connection between Claude and Axi may occasionally drop for reasons on the Claude side that are outside Axi's control. If this happens, you can reconnect the Axi connector in Claude's settings and continue. 

An illustration of the process can be found below.

Method B: Starting directly from Claude. 

You do not need to log in to Axi first. You can start the process directly inside Claude: 

1. Go to Claude via Customize → Connectors (or visit claude.ai/customize/connectors). 

2. Click +Add (Add custom connector).  

3. Paste the URL (https://mcp.axi.com/mcp), enter any name you like for the connector, and click Add.  

4. Review the custom connector options and click Connect (It is recommend keeping the default settings)

5. Connection approval is always required, whether you start from the Axi Client Portal, the Axi mobile app, or directly in Claude. If you are not already logged in to your Axi account, you will first be prompted to log in — once logged in, approve the connection to continue. 

Review and agree to the disclaimer. On the permissions screen you'll see what access you're granting (read Axi account data, positions, orders and live quotes; place and manage trades on MT5 demo and live accounts; allow offline access) and a tick box: "By connecting to and using Axi's MCP via your AI assistant, you acknowledge that you have read and understood the disclaimer and agree that your use of the service is subject to those terms." Keep this box ticked — it links to the full disclaimer, which we recommend reading — then click Allow access to continue. If the box is unticked, the connection can't be completed.

6. Start using MCP. Claude will reconnect automatically on future visits using your saved session. 

For assistance with troubleshooting or handling unexpected behavior while connecting or disconnecting, refer to our guide: How do I know if a trade was placed by Claude MCP, and what do I do if something goes wrong?.

An illustration of the process can be found below.

Important information

The Axi MCP connection lets you access and manage your Axi account through Claude, an AI assistant provided by Anthropic. Axi does not provide Claude and does not control its responses.

Axi does not give advice through this connection. Claude's responses are generated by AI, may be inaccurate or incomplete, and are not a recommendation or opinion from Axi. They do not take into account your objectives, financial situation or needs. Consider whether anything Claude says is right for you before acting on it, and seek independent advice if you are unsure.

Claude can misunderstand an instruction. Trades placed through this connection are real and are treated as your instructions, so check the account, instrument, direction and size before and after you direct each action. Your trading platform remains the source of truth for your balance, positions and orders.

How your data is shared

When you connect Axi to Claude, you authorise Axi to send information about your accounts to Claude when you ask for it. This can include your account login IDs, balances, positions, orders and trade history. Once it reaches Claude, it is handled by Anthropic, under Anthropic's terms, its privacy policy and the settings on your own Claude account. Axi does not control how Anthropic handles it.

Disconnecting stops new information being sent, but it does not delete earlier Claude conversations. You can review and delete those in Claude.

Anyone with access to your Claude account may be able to see your Axi account information and, for MT5 accounts, place trades with your approval. Use a personal Claude account rather than a work account, and protect it with a strong password and multi-factor authentication.

For how Axi handles your personal information, see our Privacy Policy.