Using TradingFlow2026-11-045 min read

把 Claude 和其他 AI 智能体连接到 TradingFlow（MCP）

作者

用 TradingFlow 账户连接 Claude，或用 API 密钥连接 Cursor、Codex 和 OpenClaw。确认连接成功，提出第一个问题，并了解智能体能做什么、不能做什么。

#connect claude #MCP #AI agents #Claude Code #Cursor #Codex #OpenClaw #API key #connect an AI agent

You can ask Claude or another AI agent about TradingFlow's options data from inside that agent. They connect through MCP (Model Context Protocol), a standard way for AI apps to call outside tools. The agent reads data; it cannot trade or change your account.

You need a valid TradingFlow trial or paid plan, and the access is checked again on every call. Nothing needs installing on TradingFlow's side: every agent connects to one address, https://app.tradingflow.com/api/mcp.

If you would rather stay inside the app, use TradingFlow AI instead.

Choose your path

Your agent	How it connects	Go to
claude.ai, Claude Desktop, mobile, Cowork	Sign in with your TradingFlow account, no key	Add to Claude
Claude Code	Sign in with your TradingFlow account, no key	Claude Code
Cursor, Codex, OpenClaw, or another MCP client	API key	Connect with an API key

Add to Claude

In TradingFlow, open Connect an AI agent (your avatar at the top right, then Connect an agent) and choose Add to Claude. TradingFlow is also listed in Claude's connector directory.
Read the short disclaimer and agree. Nothing is created in TradingFlow at this step.
Claude's Add custom connector dialog opens with TradingFlow filled in. Claude warns that the connector came from an external link, which is expected. Check that the URL is exactly https://app.tradingflow.com/api/mcp, then choose Continue.
Keep the sign-in settings Claude detects and choose Add.
Choose Connect, sign in with your TradingFlow account, and choose Allow.

You should see the connector page showing Disconnect and eight read-only tools. The full walkthrough with screenshots shows each step.

Claude Code

In your terminal, register the server, then sign in. The second command opens your browser.

bash

claude mcp add --transport http tradingflow https://app.tradingflow.com/api/mcp

bash

claude mcp login tradingflow

Run claude mcp get tradingflow. You should see Connected. Inside a session, /mcp lists the tools.

Connect with an API key

Cursor, Codex and OpenClaw use an API key instead of signing in: a secret string that lets an app act for your account.

The quick way. On Connect an AI agent, choose Copy prompt under Cursor, Codex, and OpenClaw. If you have no copyable key yet, a dialog asks you to agree before one is created. Paste the prompt into your agent; it reads the setup instructions and connects itself.

The manual way. Replace YOUR_TRADINGFLOW_API_KEY with your key.

Cursor, in .cursor/mcp.json:

json

{
  "mcpServers": {
    "tradingflow": {
      "url": "https://app.tradingflow.com/api/mcp",
      "headers": {
        "x-api-key": "YOUR_TRADINGFLOW_API_KEY"
      }
    }
  }
}

Codex:

bash

export TRADINGFLOW_API_KEY="YOUR_TRADINGFLOW_API_KEY"
codex mcp add tradingflow \
  --url https://app.tradingflow.com/api/mcp \
  --bearer-token-env-var TRADINGFLOW_API_KEY

OpenClaw, in openclaw.json:

json

{
  "mcp": {
    "servers": {
      "tradingflow": {
        "url": "https://app.tradingflow.com/api/mcp",
        "transport": "streamable-http",
        "headers": {
          "x-api-key": "YOUR_TRADINGFLOW_API_KEY"
        }
      }
    }
  }
}

Treat a key like a password. It can be copied only from the browser tab that created it, and it cannot be recovered later, so create a new one if you lose it.

Confirm it is connected

An agent can report success while nothing is registered, so check for yourself:

Client	Check	You should see
Claude	The connector page	Disconnect and the tool list
Claude Code	`/mcp` inside a session	`tradingflow` listed as connected, with its tools
Cursor	Settings → Tools & Integrations → MCP	`tradingflow` enabled, with its tools
Codex	`codex mcp list`	`tradingflow` with the URL above
OpenClaw	`openclaw mcp doctor tradingflow --probe`	The tools it found

To test the address itself, run this. It needs no key.

bash

curl -s https://app.tradingflow.com/api/mcp

You should see {"name":"tradingflow-mcp","status":"ok",…}.

Ask your first question

In a new chat, name TradingFlow so the agent uses it. In Claude, also check that TradingFlow is turned on under + → Connectors.

Using TradingFlow, build me a picture of today's unusual options activity. Find the largest premium trades across the market, group them by symbol, and tell me which ones look like new positioning rather than closing flow.

You should see the agent call TradingFlow's tools before it answers. An answer with no tool calls did not use your data, so ask it to try again. Claude asks before each tool call unless you change the connector's Tool permissions.

Check which session the answer covers. Values change during the day, and a large trade can be a hedge or part of a spread, as Options and Flow Concepts explains.

What the agent can and cannot do

Can read: option trades and their totals, contract ranking, daily and intraday candles, symbol search, standard metrics, and one read-only SQL query tool. These are the eight default tools.
Cannot: place trades, move money or change your account.
Recipes, only if you opt in: an API key created with recipe writing can list your recipes, load them and propose edits, and a save needs a separate confirmation. Claude's sign-in connection does not get this.
Limits: 60 tool calls per minute for each key or connection, and at most 10 recipe saves per minute.

TradingFlow is a research and analytics tool, not financial advice. Ask the agent to show its data and limits rather than treating its output as a recommendation.

Disconnect or revoke

Claude: use Disconnect in Claude's connector settings.
Claude Code: run claude mcp logout tradingflow.
API keys: choose Manage keys on the Connect page to revoke one. It stops working for every agent that uses it.

If something does not work

What you see	What it means	What to do
`MCP_PAID_ACCESS_REQUIRED`	The account has no current plan	Check Billing in TradingFlow
`MCP_ENTITLEMENT_UNAVAILABLE`	The access check could not run	Try again shortly
The Connect page says MCP is not available for this account	The account is outside the MCP rollout	Contact support
Could not load your MCP settings	The page failed to load your settings; this is not a denial	Choose Try again
A refusal with a wait time	You went over a per-minute limit	Wait for the next minute

The MCP server reference lists every tool, limit and error code.

What to do next

Learn what the data means in The Data Feed.
Check an agent's answer against Symbol Research or Option Trades.

你可以在 Claude 或其他 AI 智能体内部询问 TradingFlow 的期权数据。它们通过 MCP（Model Context Protocol）连接，这是 AI 应用调用外部工具的一种标准方式。智能体只读取数据，不能下单，也不能更改你的账户。

你需要有效的 TradingFlow 试用或付费方案，每次调用都会重新检查权限。TradingFlow 这边无需安装任何东西：所有智能体都连接同一个地址 https://app.tradingflow.com/api/mcp。

如果你更想留在应用内，请改用 TradingFlow AI。

选择你的路径

你的智能体	连接方式	前往
claude.ai、Claude Desktop、移动端、Cowork	用 TradingFlow 账户登录，无需密钥	添加到 Claude
Claude Code	用 TradingFlow 账户登录，无需密钥	Claude Code
Cursor、Codex、OpenClaw 或其他 MCP 客户端	API 密钥	用 API 密钥连接

添加到 Claude

在 TradingFlow 中打开 Connect an AI agent 页面（点击右上角的头像，再选择连接智能体），选择 Add to Claude。TradingFlow 也已收录在 Claude 的连接器目录中。
阅读简短的免责声明并同意。这一步不会在 TradingFlow 中创建任何内容。
Claude 的 Add custom connector 对话框会打开，并已填好 TradingFlow。Claude 会提示该连接器来自外部链接，这是正常的。请确认 URL 完全是 https://app.tradingflow.com/api/mcp，然后选择 Continue。
保留 Claude 检测到的登录设置，选择 Add。
选择 Connect，用你的 TradingFlow 账户登录，然后选择 Allow。

你应该看到连接器页面显示 Disconnect 和八个只读工具。带截图的完整步骤展示了每一步。

Claude Code

在终端中先注册服务器，再登录。第二条命令会打开你的浏览器。

bash

claude mcp add --transport http tradingflow https://app.tradingflow.com/api/mcp

bash

claude mcp login tradingflow

运行 claude mcp get tradingflow。你应该看到 Connected。在会话内，/mcp 会列出这些工具。

用 API 密钥连接

Cursor、Codex 和 OpenClaw 使用 API 密钥而不是登录：这是一串让应用代表你的账户操作的机密字符。

快捷方式。 在 Connect an AI agent 页面的 Cursor, Codex, and OpenClaw 下选择 Copy prompt。如果你还没有可复制的密钥，会弹出对话框，需要你同意后才会创建。把提示词粘贴给智能体，它会读取设置说明并自行连接。

手动方式。 把 YOUR_TRADINGFLOW_API_KEY 替换为你的密钥。

Cursor，写入 .cursor/mcp.json：

json

{
  "mcpServers": {
    "tradingflow": {
      "url": "https://app.tradingflow.com/api/mcp",
      "headers": {
        "x-api-key": "YOUR_TRADINGFLOW_API_KEY"
      }
    }
  }
}

Codex：

bash

export TRADINGFLOW_API_KEY="YOUR_TRADINGFLOW_API_KEY"
codex mcp add tradingflow \
  --url https://app.tradingflow.com/api/mcp \
  --bearer-token-env-var TRADINGFLOW_API_KEY

OpenClaw，写入 openclaw.json：

json

{
  "mcp": {
    "servers": {
      "tradingflow": {
        "url": "https://app.tradingflow.com/api/mcp",
        "transport": "streamable-http",
        "headers": {
          "x-api-key": "YOUR_TRADINGFLOW_API_KEY"
        }
      }
    }
  }
}

请像对待密码一样对待密钥。它只能从创建它的浏览器标签页复制，之后无法找回，丢失后请新建一个。

确认已连接

智能体可能报告成功，实际上却没有注册任何东西，所以请亲自检查：

客户端	检查	你应该看到
Claude	连接器页面	Disconnect 和工具列表
Claude Code	会话内运行 `/mcp`	`tradingflow` 显示为已连接，并列出工具
Cursor	Settings → Tools & Integrations → MCP	`tradingflow` 已启用，并列出工具
Codex	`codex mcp list`	`tradingflow` 和上面的 URL
OpenClaw	`openclaw mcp doctor tradingflow --probe`	它找到的工具

要测试地址本身，请运行下面的命令，它不需要密钥。

bash

curl -s https://app.tradingflow.com/api/mcp

你应该看到 {"name":"tradingflow-mcp","status":"ok",…}。

提出第一个问题

在新对话中点名 TradingFlow，让智能体使用它。在 Claude 中，还要确认 + → Connectors 下已打开 TradingFlow。

Using TradingFlow, build me a picture of today's unusual options activity. Find the largest premium trades across the market, group them by symbol, and tell me which ones look like new positioning rather than closing flow.

你应该看到智能体在作答前调用 TradingFlow 的工具。没有工具调用的回答并未使用你的数据，请让它重试。除非你更改连接器的 Tool permissions，否则 Claude 在每次调用工具前都会询问。

请核对回答覆盖的是哪个交易时段。数值在盘中会变化，一笔大额成交也可能是对冲或价差的一条腿，详见期权与资金流概念。

智能体能做什么、不能做什么

可以读取： 期权成交及其汇总、合约排名、日线与日内 K 线、标的搜索、标准指标，以及一个只读 SQL 查询工具。这就是八个默认工具。
不能： 下单、转移资金或更改你的账户。
Recipe，仅在你选择开启时： 创建时开启 recipe 写入的 API 密钥，可以列出、加载你的 recipe 并提议修改，保存需要单独确认。Claude 的登录连接没有这项能力。
限制： 每个密钥或连接每分钟 60 次工具调用，每分钟最多保存 10 次 recipe。

TradingFlow 是研究与分析工具，不提供财务建议。请让智能体展示其数据和局限，而不要把输出当作建议。

断开或吊销

Claude： 在 Claude 的连接器设置中使用 Disconnect。
Claude Code： 运行 claude mcp logout tradingflow。
API 密钥： 在连接页面选择 Manage keys 吊销。吊销后，所有使用该密钥的智能体都会失效。

如果遇到问题

你看到的情况	含义	该怎么做
`MCP_PAID_ACCESS_REQUIRED`	账户当前没有有效方案	在 TradingFlow 中查看账单（Billing）
`MCP_ENTITLEMENT_UNAVAILABLE`	权限检查未能运行	稍后重试
连接页面提示此账户无法使用 MCP	账户不在 MCP 灰度范围内	联系支持
Could not load your MCP settings	页面未能加载你的设置，这并不代表被拒绝	选择 Try again
带等待时间的拒绝提示	超过了每分钟限制	等到下一分钟

MCP 服务器参考列出了所有工具、限制和错误代码。

下一步做什么

在数据源中了解这些数据的含义。
用标的研究或 Option Trades 核对智能体的回答。

标签#connect claude #MCP #AI agents #Claude Code #Cursor #Codex #OpenClaw #API key #connect an AI agent