# How to Install Co-Invest in Claude and ChatGPT

> A step-by-step setup guide for Co-Invest, the Liquid trading connector for Claude and ChatGPT. Connect it, fund your account, start in paper mode, and place your first trade from a conversation.

- Canonical: https://www.liquid.trade/learn/install-co-invest-claude-chatgpt
- Published: 2026-08-19
- Category: Education
- Tags: Co-Invest, Claude, ChatGPT, MCP, AI, Setup

---

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](/learn/begin).

<Callout variant="key" title="What you need before you start">
A Claude or ChatGPT account, and a Liquid account. You can create the Liquid account during the sign-in step, so there is no need to set it up in advance. Adding a custom connector in Claude requires a paid Claude plan; in ChatGPT, Co-Invest is installed from the plugin directory.
</Callout>

## Install Co-Invest in Claude

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

<StepFlow
  caption="Claude setup"
  steps={[
    { title: "Open connector settings", body: "In Claude, open Settings and select Connectors. This is the same panel used for Google Drive and other integrations." },
    { title: "Add a custom connector", body: "Scroll to the bottom of the list and select Add custom connector." },
    { title: "Fill in the two fields", body: "Name it Co-Invest, and paste https://coinvest.liquid.trade as the remote MCP server URL. Select Add — Claude registers the server's tools." },
    { title: "Connect and sign in", body: "Select Connect. A browser window opens for Liquid sign-in; sign in or create an account, then approve the access request." }
  ]}
/>

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:

<CodeBox title="Using Claude Desktop with a config file" filename="claude_desktop_config.json">
```json
{
  "mcpServers": {
    "liquid-co-invest": {
      "command": "npx",
      "args": ["mcp-remote", "https://coinvest.liquid.trade/mcp"]
    }
  }
}
```
</CodeBox>

## Install Co-Invest in ChatGPT

<StepFlow
  caption="ChatGPT setup"
  steps={[
    { title: "Open the plugin directory", body: "In ChatGPT, open the plugin directory and search for Co-Invest. Open the listing." },
    { title: "Connect", body: "Select Connect. A Liquid sign-in page opens in your browser. Sign in, or create an account if you do not have one yet." },
    { title: "Approve access", body: "Review the permissions and approve. Co-Invest gets read access to market data and your portfolio, plus permission to place orders that you confirm." },
    { title: "Attach it to a conversation", body: "Start a new chat and bring Co-Invest into it: type @Co-Invest and select it, or select +, choose More, and pick Co-Invest. Its market and account tools are then available for that conversation." }
  ]}
/>

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](/coinvest-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.

<Callout variant="info" title="What the authorization does and does not allow">
The permissions cover reading your portfolio and submitting orders that you confirm. They do not permit moving funds out of your wallet, and your funds stay in a non-custodial wallet throughout. Co-Invest never takes custody of them.
</Callout>

## 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

| Say this | What happens |
| --- | --- |
| What's the setup on SOL right now? | Price, funding, positioning, and whale activity in one analysis |
| What's most crowded long right now? | A positioning read across the most one-sided markets |
| Give me five trade ideas from today's news | News-driven ideas with named catalysts and source links |
| Compare BTC, ETH, and SOL | Side-by-side price, funding, and positioning |
| How's my portfolio doing? | Balances, open positions, and live P&L |
| Build me a portfolio plan | A multi-trade basket sized to your preferences, behind one confirmation |
| Move my BTC stop to break-even | Modifies the open position after you confirm |
| Close everything | Batch close of all open positions, still behind a confirmation |

## Troubleshooting

| Symptom | Fix |
| --- | --- |
| The assistant does not seem to know about Co-Invest | Check it is attached or toggled on for the current chat, then start a new conversation |
| The connector will not add | Re-enter the URL with no trailing slash: `https://coinvest.liquid.trade` |
| Order rejected for insufficient balance | Ask **how much can I trade?** to see your free collateral, then deposit more or reduce the size |
| Not sure whether a trade was real | Ask **am I paper trading?** — paper responses are always labeled as simulated |

## 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](https://app.liquid.trade) 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](/learn/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](/learn/trading-chrome-extension).

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