How to Install Co-Invest in Claude and ChatGPT

Co-Invest connects a real Liquid trading account to Claude and ChatGPT. Once it is connected, researching a market, checking your portfolio, and placing an order all happen in an ordinary conversation, and every order goes through a confirmation step you press yourself.

There is nothing to download. Co-Invest is a hosted server that your assistant talks to, so setup is a one-time connection in Claude or ChatGPT. It takes about five minutes, and you can do the whole thing without depositing a cent by starting in paper mode.

Install Co-Invest in Claude

Claude connects to Co-Invest as a custom connector. You add the server address once.

If the connector will not add, re-enter the URL with no trailing slash: https://coinvest.liquid.trade. Both that address and https://coinvest.liquid.trade/mcp work — use whichever your client expects.

The connector panel above is the simpler route, but if you prefer managing servers in config, add this to claude_desktop_config.json and restart the app:

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

Install Co-Invest in ChatGPT

The same server address works in Cursor, Codex, and other MCP-compatible clients. The full list of client configurations lives in the Co-Invest docs.

Fund Your Account

Ask show me my deposit options. Three routes are offered:

• Debit or credit card. An onramp session that funds the account directly.
• Transfer from another app. Move existing USDC over from another account.
• Deposit address. Co-Invest generates an address you can send USDC to.

All three land USDC in your Liquid account, which is what the markets settle in, so there is nothing to convert before you trade.

Link Your Co-Invest Account

The last gate is a one-time browser authorization that links this assistant to your Liquid account, so it can submit the orders you confirm. If it has not been done, you get the link the moment you attempt a trade — say enable trading to trigger it deliberately.

Start in Paper Mode

Before risking real money, say switch to paper mode. You get a simulated $10,000 balance running against live market data, every response is labeled as simulated, and no order reaches the exchange.

Reset the balance any time with reset my paper account, and return to live trading with go live. Ask am I paper trading? if you are ever unsure which mode you are in.

Place Your First Trade

Describe the trade in ordinary language, for example long 0.1 BTC at 5x with a 3% stop. You get back a confirmation card showing the symbol, direction, size, leverage, and any take-profit or stop-loss levels.

Read the card, then press Confirm or Cancel. That is the only way an order reaches the exchange. The assistant cannot skip the step, and neither batch trades nor portfolio plans bypass it — a basket simply gets one Place all confirmation instead of several.

Prompts Worth Knowing

Troubleshooting

What It Costs

Co-Invest is free. There is no subscription and no AI surcharge; you pay Liquid's standard trading fees, plus funding on any perp position you hold — which you pay or receive depending on which side you are on — exactly as you would in the Liquid app. It is one account across every surface, so a position opened from a conversation can be closed from the Liquid web app or your phone.

If you want to understand what an assistant is actually doing when it proposes a trade, our guide on automated vs. agentic trading draws the line between an assistant that suggests and a bot that acts on its own. For trading from the pages where ideas start rather than from a chat, there is also Co-Invest for Chrome.

Trading leveraged products involves substantial risk of loss. Nothing here is investment advice.