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Co-Invest Docs

Co-Invest puts a real Liquid trading account inside Claude, ChatGPT, and any MCP-compatible client. This page covers setup, what it can do, how orders get confirmed, and what to check when something doesn't work. New here? Start with the Co-Invest overview.

Overview

Co-Invest is Liquid delivered as an MCP (Model Context Protocol) server. Once connected, your AI assistant can research markets with the same data professional desks use — live prices, funding rates, open interest, whale positioning, liquidation maps, and news — and then propose real trades on your Liquid account. They are the same orders you would send from the Liquid app, just placed from chat.

Two things stay true no matter which client you use: your funds sit in your own non-custodial wallet, and nothing executes without you tapping Confirm. The assistant can read your portfolio and suggest trades, but it cannot move money out of your account or place an order on its own.

Connecting Co-Invest

The Co-Invest server lives at — any MCP-compatible client can connect to it. The two most common setups take about a minute each.

ChatGPT

  1. Open the Co-Invest app in ChatGPT's app directory.
  2. Hit Connect and approve access to your Liquid account.
  3. Start a new chat with Co-Invest selected and ask it to research a market or place a trade.

Claude

  1. Open Claude's connector settings and click Add custom connector.
  2. Name it Co-Invest and paste as the server URL.
  3. Hit Connect and sign in to your Liquid account when prompted.

Claude Desktop, Claude Code, and other stdio clients

Clients that speak stdio instead of HTTP can bridge to the server with mcp-remote. For Claude Desktop, add this to claude_desktop_config.json:

{
  "mcpServers": {
    "liquid-co-invest": {
      "command": "npx",
      "args": ["mcp-remote", "https://coinvest.liquid.trade/mcp"]
    }
  }
}

Cursor and other HTTP clients

Clients that support remote MCP servers directly just need the URL. For Cursor, add this to .cursor/mcp.json or the MCP settings UI:

{
  "liquid-co-invest": {
    "url": "https://coinvest.liquid.trade/mcp"
  }
}

Both https://coinvest.liquid.trade and https://coinvest.liquid.trade/mcp work as the server address — use whichever your client expects.

Signing in & permissions

Co-Invest uses standard OAuth. The first time you connect, your client opens a Liquid sign-in page in the browser; you sign in to your Liquid account and approve the connection. The token your client receives grants two scopes: read (market data, portfolio, and account state) and trade (placing and managing orders, always behind an explicit confirmation from you).

What the connection can never do: withdraw or transfer funds, change your account settings, or send an order without a Confirm tap. Liquid's non-custodial model means your funds stay in your own wallet rather than on a Liquid server.

If your account is brand new, the assistant will walk you through the remaining setup on your first trade — funding the account and approving the trading agent key. You can also just ask it “am I set up to trade?”

What Co-Invest can do

You don't need to memorize commands — describe what you want in plain language and the assistant picks the right capability. This is what's under the hood.

Research & analysis

Everything the assistant reads before it forms an opinion.

  • Market analysisLive price, funding rate, open interest, and proprietary positioning for any tradeable asset — whale exposure by size tier, behavioral cohorts, and liquidation clusters.
  • Market searchBrowse or search everything tradeable on Liquid across crypto, stocks, commodities, FX, and indices.
  • NewsRecent market headlines with sources, cross-referenced against positioning data to find catalysts.
  • Leaderboard & positioning pulseWhat top Liquid traders hold — rank, PnL, directional bias, largest positions — plus the day's biggest positioning themes.
  • Prediction marketsSearch event contracts with YES/NO outcomes and live probabilities.

Portfolio

Your account state, readable in any conversation.

  • Portfolio & positionsBalance, equity, margin, and every open position with live PnL.
  • Open ordersResting limit orders and take-profit / stop-loss triggers, with the IDs needed to change or cancel them.
  • Deposits & conversionsGenerate a deposit address to fund the account, or convert between balances.
  • Portfolio planningMulti-position allocation plans based on your risk tolerance, time horizon, and preferred asset classes — proposed as a batch you confirm in one tap.

Trading

Every action here renders a confirmation card — nothing fires without your tap.

  • Place tradesLong or short, market or limit, with optional leverage and attached take-profit / stop-loss. Single trades or a basket of several at once.
  • Manage positionsAdd, change, or remove TP/SL on an open position, adjust leverage, or close positions — one, several, or all at once.
  • Manage ordersCancel resting orders by ID.
  • Prediction ordersTake a YES/NO side on event contracts and close those positions later.

Charts & visuals

Rendered inline in the chat when you ask for them.

  • Price chartsOHLCV charts for any symbol at your chosen interval.
  • Order booksBid/ask depth for spot-checking liquidity.
  • Market overviewA sortable dashboard of all markets with price, funding, open interest, and volume.
  • Portfolio allocationA breakdown of your positions by notional value.

How trades are confirmed

When the assistant proposes a trade, it renders a confirmation card in the chat showing the symbol, direction, size, leverage, any take-profit or stop-loss, and a short note on why. Tap Confirm to send the order to Liquid; tap Cancel to throw it away. Batches work the same way — even when the assistant suggests five trades at once, it's one explicit tap from you that places them.

The same rule applies to everything that changes account state: modifying TP/SL, changing leverage, and closing positions all show you exactly what will happen before anything is sent. Proposals also get sanity-checked — for example, a stop-loss at or past your liquidation price is rejected instead of placed.

Paper trading

Want to try the workflow without risking money? Tell the assistant to switch to paper mode. Your account flips to a simulated balance of $10,000 running against live market data — real prices, fake money. Place test trades, see how confirmations feel, and switch back to live whenever you're ready.

While paper mode is on, the assistant explicitly labels everything as simulated so there's no confusion about which account you're trading. You can ask for your paper status at any time, reset the paper account back to its starting balance, or say “go back to live trading” to switch off. The setting sticks between conversations until you change it.

Markets you can trade

Everything on Liquid: 200+ crypto perps including BTC, ETH, and SOL; US stocks like Tesla, Apple, and Nvidia; commodities like gold, silver, and oil; the major FX pairs; indices; and pre-IPO names like SpaceX, OpenAI, and Anthropic. Long or short, with multipliers when you want them.

Proprietary positioning analytics (whale exposure, liquidation clusters, behavioral cohorts) cover Liquid's core crypto universe. For stocks, commodities, and other markets the assistant leans on price action, market structure, and news instead.

Fees & limits

Co-Invest itself is free — no subscription, no AI surcharge, no markup in the spread. You pay the standard Liquid trading fees, plus the usual funding rates if you hold perps.

Orders need at least $15 of collateral. With leverage, the minimum position size scales with the multiplier — $15 of collateral at 5x is a $75 position, at 10x a $150 position. The assistant knows these bounds and will size proposals accordingly.

Troubleshooting

The connector won't connect

Double-check the server URL is exactly and re-run the sign-in. If your client cached a failed attempt, remove the connector and add it again.

The consent screen shows an unverified-app warning

Connections from clients Liquid hasn't verified show a warning on the sign-in screen. That's expected for less common MCP clients — read what the screen says you're approving before you continue, and if anything looks off, stop and connect from Claude or ChatGPT instead.

“Trading not enabled” on your first trade

Two usual causes: the account isn't funded yet, or the trading agent key hasn't been approved. The assistant detects which one it is and walks you through fixing it — typically a deposit or a quick re-authorization in the browser.

Something else

Ask in Discord (our primary support channel) or Telegram, or see the support page. For platform-wide documentation beyond Co-Invest, head to docs.liquid.trade.