How do I connect my Axi account to Claude?

Before you connect, please read the Important information and privacy notes at the end of this article.

You can initiate the connection from either the Axi Client Portal, Axi mobile app or directly inside Claude. 

Method A: Starting from the Axi Client Portal or App 

1. Log in to the Axi Client Portal (CPv2) or the Axi mobile app. 

   1. Portal: Go to Settings→ MCP Management.  

   2. App: Tap your profile icon (man icon)→ MCP Management. 

Note: If you do not have an active (verified) MT5 account, or if your account is closed/archived, you won't be able to connect to Claude (see article: What is the Axi MCP connection?).

 2. Choose how to connect: 

• Option 1: Automatic Redirect Click Connect. You will be automatically redirected to the Claude Connectors page to finish setup. 

• Option 2: Copy URL Manually 

  • Click Copy next to the unique MCP server URL ([https://mcp.axi.com/mcp]. 

  • Open Claude and go to Customize > Connectors. 

3. Click on + Add (Add custom connector).  

4. Paste the URL, enter any name you like for the connector, and click Continue.  

5. If you are not already logged in, you will be redirected to log in with your Axi credentials. 

6. Review the available permissions before proceeding. These may include access to your account information, trading functionality, and offline access. Only grant permissions that you wish to allow. 

7. Click Accept to continue.   

Review and agree to the disclaimer. On the permissions screen you'll see what access you're granting (read Axi account data, positions, orders and live quotes; place and manage trades on MT5 demo and live accounts; allow offline access)and an acknowledgement checkbox linking to the full disclaimer. Please read the disclaimer before proceeding. If you understand and agree to the terms and permissions, tick the checkbox and click Allow access to continue. The connection cannot be completed without your acknowledgement.

Once accepted, Claude will reconnect automatically on future visits — you do not need to repeat this process every time. Note: The connection between Claude and Axi may occasionally drop for reasons on the Claude side that are outside Axi's control. If this happens, you can reconnect the Axi connector in Claude's settings and continue. 

An illustration of the process can be found below.

Method B: Starting directly from Claude. 

You do not need to log in to Axi first. You can start the process directly inside Claude: 

1. Go to Claude via Customize → Connectors (or visit claude.ai/customize/connectors). 

2. Click +Add (Add custom connector).  

3. Paste the URL (https://mcp.axi.com/mcp), enter any name you like for the connector, and click Add.  

4. Review the custom connector options and click Connect (It is recommend keeping the default settings)

5. Connection approval is always required, whether you start from the Axi Client Portal, the Axi mobile app, or directly in Claude. If you are not already logged in to your Axi account, you will first be prompted to log in — once logged in, approve the connection to continue. 

Review and agree to the disclaimer. On the permissions screen you'll see what access you're granting (read Axi account data, positions, orders and live quotes; place and manage trades on MT5 demo and live accounts; allow offline access) and a tick box: "By connecting to and using Axi's MCP via your AI assistant, you acknowledge that you have read and understood the disclaimer and agree that your use of the service is subject to those terms." Keep this box ticked — it links to the full disclaimer, which we recommend reading — then click Allow access to continue. If the box is unticked, the connection can't be completed.

6. Start using MCP. Claude will reconnect automatically on future visits using your saved session. 

For assistance with troubleshooting or handling unexpected behavior while connecting or disconnecting, refer to our guide: How do I know if a trade was placed by Claude MCP, and what do I do if something goes wrong?.

An illustration of the process can be found below.

Important information

The Axi MCP connection lets you access and manage your Axi account through Claude, an AI assistant provided by Anthropic. Axi does not provide Claude and does not control its responses.

Axi does not give advice through this connection. Claude's responses are generated by AI, may be inaccurate or incomplete, and are not a recommendation or opinion from Axi. They do not take into account your objectives, financial situation or needs. Consider whether anything Claude says is right for you before acting on it, and seek independent advice if you are unsure.

Claude may misunderstand your instructions or generate inaccurate information. Trades executed through the connection are real and may result in financial losses. Always check the account, instrument, trade direction and volume before submitting trading instructions, and verify the execution results on your trading platform. 

If you notice an unexpected or unauthorised transaction, contact Axi Customer Support immediately. Your trading platform remains the primary reference for your account balance, positions and orders. 

Depending on the permissions you grant, certain trading actions may be executed without requiring separate confirmation each time. Please review your permission settings carefully and ensure you understand the level of access you are granting. 

How your data is shared

When you connect your Axi account to Claude, certain account information may be shared with Anthropic, the third-party provider of Claude, based on the permissions you grant. This may include account login IDs, balances, positions, orders and trading history. 

Information shared with Claude is handled in accordance with the applicable privacy notices, terms and data protection arrangements. Please review Axi's Privacy Policy. 

Disconnecting stops new information being sent, but it does not delete earlier Claude conversations. You can review and delete those in Claude.

Anyone with access to your Claude account may be able to see your Axi account information and, for MT5 accounts, place trades with your approval. Use a Claude account that you control and are authorised to use. Protect your account with a strong password and enable multi-factor authentication where available. Do not share your login credentials with others.