Documentation
Co-Invest Docs
Co-Invest puts a real Liquid trading account inside Claude, ChatGPT, Meta Muse, Grok Bot, and any MCP-compatible client. This page covers setup, what it can do, how execution is authorized, 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.
Standard Co-Invest in ChatGPT, Claude, and Meta Muse keeps order submission behind an explicit confirmation from you. Grok Bot uses Co-Invest Computer, which can simulate, stage orders for review, or send live orders within the limits you enable. Neither connection can withdraw or transfer funds on its own.
Liquid does not maintain a custodial account balance for you: you authorize wallet actions directly. Collateral committed to an underlying trading venue remains subject to that venue's margin, liquidation, and withdrawal rules.
Connecting Co-Invest
The standard Co-Invest server lives at . Most MCP clients connect there; client-specific setup differences are listed below.
ChatGPT
- Open the Co-Invest app in ChatGPT's app directory.
- Hit Connect and approve access to your Liquid account.
- Start a new chat with Co-Invest selected and ask it to research a market or place a trade.
Claude
- Open Claude's connector settings and click Add custom connector.
- Name it Co-Invest and paste as the server URL.
- Hit Connect and sign in to your Liquid account when prompted.
Meta Muse
- Start a new chat and ask Muse to connect as a connector called Co-Invest.
- Open the sign-in link it returns and approve access to your Liquid account.
- Ask it to check your portfolio or scan the market. See the Muse setup guide.
Grok Bot
- Start a new chat and ask Grok Bot to connect as a connector.
- Open the sign-in link it returns and approve access to your Liquid account.
- Ask it to check your portfolio or scan the market. See the Grok Bot setup guide.
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 standard server address — use whichever your client expects.
Chrome extension & TradingView
Co-Invest also comes as a free Chrome extension that trades from the pages you already read, with no chat involved. It adds a Long/Short trade card beside tickers on X, Reddit, CNBC, Bloomberg, MetaTrader Web, and Axiom, and a Trade button on TradingView charts. It connects to the same Liquid account as every other Co-Invest client.
Trading on Liquid from TradingView
- Install Co-Invest for Chrome from the Chrome Web Store in desktop Chrome.
- Open the Co-Invest side panel and sign in to your Liquid account.
- Open a chart at tradingview.com. A Trade button appears in the top toolbar, next to Replay.
- Press Trade to open a card for the symbol you're charting, pick Long or Short, set your size and multiplier, and press Confirm.
The order goes to your Liquid account as a market order, with an optional take-profit and stop-loss. There is no broker to connect inside TradingView, and nothing is sent until you press Confirm. If the charted symbol has no Liquid market, the button is greyed out. The guide Can you trade on Liquid with TradingView? lists which chart symbols map to which Liquid markets.
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 under the execution flow supported by that client).
The connection cannot withdraw or transfer funds or change your account settings. On standard Co-Invest, an order is not sent until you confirm it. Co-Invest Computer can instead simulate, stage, or send live orders within configured limits. Liquid does not maintain a custodial account balance for you; you authorize wallet actions directly, while collateral committed to an underlying venue remains subject to that venue's margin and withdrawal rules.
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
Standard Co-Invest shows confirmation cards for account-changing actions. Co-Invest Computer follows the simulation, staged, or live-execution mode you enable.
- 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 execution is authorized
In standard Co-Invest, a proposed trade 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 several trades at once, an explicit confirmation from you is required before they are sent.
Grok Bot uses Co-Invest Computer. In simulation, no live order is sent. Staged mode prepares orders for review; live mode can send orders within the limits you configured. You can pause the automation or revoke access if you want to take back manual control.
For standard Co-Invest, the same confirmation rule applies to modifying TP/SL, changing leverage, and closing positions. 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
Liquid's perpetual markets span crypto, US stocks, commodities, the major FX pairs, indices, and pre-IPO names like OpenAI and Anthropic. Perpetuals can be traded long or short, with multipliers where supported. Co-Invest also supports Liquid prediction markets: YES/NO event contracts are not leveraged.
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 against the client-specific setup above. Grok Bot should use , while clients using the standard Co-Invest server should use . 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
For account or trading help, start a live chat from the support page. For community discussion, use Discord or Telegram. For platform-wide documentation beyond Co-Invest, head to docs.liquid.trade.