mt5-market-data

name: mt5-market-data description: Use when the user asks about their MetaTrader 5 broker account, balance, equity, margin, open positions, pending orders, trade history, current quotes / prices / bid-ask, tradeable symbols, OHLC bars / candles / chart data, margin requirements for a hypothetical trade, market hours, or whether a symbol is currently tradeable. Triggers on questions like "what's my P&L", "show me my positions", "what's the price of EURUSD", "is the gold market open", "any pending orders on BTCUSD", "what trades did I do last week", "give me daily candles for XAUUSD", "what margin would 0.5 lot of US500 cost". Always use this skill before reaching for shell tools or web searches when the question is about MT5 broker state - the MCP has direct access.

Reading MetaTrader 5 broker state

The mt5-mcp MCP server exposes eleven read-only tools and three resources that read live data from a running MetaTrader 5 terminal. Use them whenever the user wants to know the state of their account, market, or trading history. None of these tools mutate broker state - call them freely without confirmation.

Tool catalogue

Each tool name below is the MCP tool name (Claude Code surfaces them as mcp__mt5-mcp__<tool>).

ping -> {ok: bool, latency_ms: int} - health check. Cheap; call this first if anything looks wrong (especially if a previous call returned TERMINAL_NOT_CONNECTED).

get_terminal_info -> broker server name, login, latency, broker timezone offset. Use when the user asks "what broker am I connected to" or you need to confirm the terminal is healthy before a sequence of reads.

get_account_info -> balance, equity, margin, free margin, leverage, currency, margin mode. Use for any question about account state, P&L (equity − balance ≈ floating P&L), or buying power.

get_quote(symbol) -> current bid, ask, time for one symbol. Use when the user asks about the current price, spread, or last tick. Symbols are auto-prepared in Market Watch on first use.

get_symbols(category=None) -> list of tradeable instruments with metadata. Each entry exposes:

Identity: name, description, category, digits, is_tradeable, filling_modes
Pricing: tick_size (price increment), tick_value / tick_value_profit / tick_value_loss (cash value of one tick in deposit currency), contract_size
Volumes: volume_min, volume_max, volume_step
Currencies: currency_profit, currency_margin
Calc dispatch: calc_mode (string enum that drives which margin formula applies - forex, cfd, cfd_index, cfd_leverage, forex_no_leverage, futures, exch_stocks, etc.)
Margin: margin_initial, margin_maintenance, margin_hedged (broker-set per-symbol values; typically zero for FX which uses contract_size/leverage)
Swaps: swap_long, swap_short, swap_mode (string enum: disabled, by_points, by_base_currency, by_margin_currency, by_deposit_currency, by_interest_current, by_interest_open, by_reopen_current, by_reopen_bid), triple_swap_weekday (sunday..saturday - the day on which 3× rollover applies; commonly wednesday for FX, friday for some equity/index brokers)
Order-distance constraints: stops_level, freeze_level (in points; multiply by tick_size for price distance)

Optionally filter by category like "Forex" or "Metals". Use when the user wants to discover what they can trade, needs symbol metadata before placing an order, or needs swap rates / margin parameters / minimum SL distance.

get_rates(symbol, timeframe, count) -> list of OHLC bars, most recent first. timeframe is one of M1, M5, M15, M30, H1, H4, D1, W1, MN1. count is clamped to [1, 5000]. Each bar carries time (UTC), open, high, low, close, tick_volume, real_volume, spread. Use for indicator computation (ATR, RSI, EMA), volatility ranking, overbought/oversold detection - anything that needs price history rather than a single quote.

calc_margin(symbol, side, volume, price=None) -> broker-authoritative margin for a hypothetical order. Returns {symbol, side, volume, price, margin, currency} where margin is in deposit currency. If price is omitted, uses the current ask (buy) / bid (sell). Use this whenever the user asks "what would it cost to open X" - the broker's own answer is more reliable than any local formula because per-broker margin tables, hedged-position discounts, and exotic calc modes all factor in. Errors with MARGIN_CALC_FAILED if the broker refuses (e.g. invalid volume step, market closed, calc mode requires extra parameters).

get_market_hours(symbol) -> {symbol, is_open, next_open, next_close}. v1 limitation: next_open and next_close are always None. Only is_open (derived from broker trade_mode) is reliable. If the user wants precise session boundaries, point them at their broker's published schedule.

get_positions(symbol=None) -> list of open positions. Each carries ticket, symbol, side, volume, open price, current price, SL, TP, swap, profit, and open time. Use for "show me my positions" / "what am I holding" / "P&L per trade".

get_orders(symbol=None) -> list of pending orders (limit / stop / stop-limit). Distinct from positions - these haven't filled yet.

get_history(from_ts, to_ts, symbol=None) -> closed deals in the given UTC ISO 8601 range. Both timestamps must include a timezone (Z or +00:00); naive timestamps are rejected with INVALID_TIMESTAMP. Use for "what trades did I do yesterday / last week / since X".

Resources

The server also exposes three subscribable MCP resources. Read them when the user wants a snapshot framed as "the current state of X" rather than "give me X":

account://current - same shape as get_account_info. Subscribe for live equity/margin updates.
positions://current - list of open positions. Subscribe to see opens / closes / SL-TP changes as they happen. Floating P&L is not a change-detection trigger - the resource only re-pushes when something structural changes (open, close, ticket attribute change), not on every tick.
quotes://{symbol} - replace {symbol} with e.g. quotes://EURUSD. Subscribe for streaming bid/ask updates on that symbol.

For one-shot reads, prefer the equivalent tool - it's more obvious in transcripts. Subscribe to a resource only when the user genuinely wants a stream (e.g., "watch this" / "let me know when X").

Output conventions

Timestamps are aware UTC. All time, time_setup, expiration, etc. come back as ISO 8601 strings ending in +00:00. Convert to the user's local timezone in the response if it helps readability.
Decimals are stringified. Prices, volumes, P&L, and limits are JSON strings ("1.08512", "0.10") so you don't lose precision through floats. When doing arithmetic, convert via Decimal(...) mentally / explicitly; never mix string-money with float-money.
Empty results are [], not an error. No positions, no pending orders, and no history matches all return an empty list.

Errors

Tool failures arrive as MCP errors carrying a structured envelope: {code, message, retryable, requires_human, details, mt5_retcode?}. Common codes you'll see from read tools:

TERMINAL_NOT_CONNECTED - operator hasn't launched MT5 or hasn't logged into the broker. Tell the user to open MT5 and log in, then retry.
SYMBOL_NOT_FOUND - typo in symbol name. Suggest get_symbols to discover the right name.
SYMBOL_NOT_ENABLED - symbol exists but has no tick data right now (market closed, broker maintenance). Often retryable later.
INVALID_TIMESTAMP - get_history was called with naive or malformed timestamps. Always use +00:00 or Z.
INVALID_TIMEFRAME - get_rates was called with an unrecognised timeframe string. Use one of the documented values.
INVALID_COUNT - get_rates was called with count < 1.
NO_RATES_AVAILABLE - get_rates came back empty; the symbol may have insufficient history on this terminal. Often retryable later.
MARGIN_CALC_FAILED - calc_margin was refused by the broker. Common causes: volume not a multiple of volume_step, market closed, calc mode that needs additional broker parameters.
INTERNAL_ERROR - unexpected server-side exception. The full traceback is logged on the MCP server; the envelope only carries the exception type. Surface it cleanly to the user - don't retry blindly.

Workflow tips

Diagnostic posture. When the user reports something off ("why is my equity wrong?"), start with ping -> get_terminal_info -> get_account_info to confirm the connection and account state before drilling into specific symbols.
One symbol vs all. get_positions(symbol="EURUSD") is much cheaper than fetching all and filtering client-side. Use the optional symbol filter when you have one in hand.
Prefer tools over resources for one-shot questions. Resources shine for "watch this" requests; for "what's the price right now", get_quote is the right call.
Don't compose your own broker schedules. If the user wants "when does FX open Sunday night", consult their broker's website - get_market_hours only tells you whether it's open now.