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Setup Guide

Get started with KOYN FX in minutes. Sign in with OAuth, connect TradeLocker when you need live trading, and add widgets or MCP tools.

Quick Start

KOYN FX is a professional trading platform with agentic analysis and autonomous trading capabilities. Follow these steps to get started in under 5 minutes.

1

Create Your Account

Visit workspace.koynfx.com and sign up for a free account. No credit card required. You'll get instant access to trading widgets and one free agent analysis.

2

Choose Your Platform

Access KOYN FX on your preferred platform:

  • Web: Use directly in your browser at workspace.koynfx.com
  • OpenBB: Custom backend for widgets + MCP for Copilot tools
  • MCP: Cursor, Claude, and other MCP clients — see MCP Setup
3

Authorize KOYN FX

Sign in with KOYN OAuth (email verification and consent). Workspace sessions use secure httpOnly cookies. External MCP clients use Authenticate — never paste OAuth tokens into headers. OpenBB widgets need a separate backend token; see OpenBB Authentication.

4

Connect Your Broker (for live trading)

Research widgets work without a broker. For live trades and Auto Pilot, connect TradeLocker once from Account or the Trading Terminal — see TradeLocker Setup.

5

Start Trading

Use widgets for analysis, then chat or MCP tools for recommendations and Auto Pilot. Upgrade to Starter (41.7 included symbol-hours/month) or Pro (83.3) for more autonomous runtime.

Platform Setup

Web Platform

Visit workspace.koynfx.com, sign in with KOYN OAuth, and use the workspace directly. No install required (Chrome, Firefox, Safari, Edge). For live trading, connect TradeLocker from Account; for Cursor/Claude and similar hosts, see MCP Setup.

Autopilot Demo

OpenBB Workspace

Two separate connections: a custom backend for visual widgets (and the optional native KOYN FX Agent), plus MCP OAuth for Copilot tools. Why they stay separate: OpenBB Authentication.

1. Add the custom backend

In OpenBB Workspace, add a custom backend with base URL https://agent.koynfx.com (no /mcp path).

2. Add X-KOYN-TOKEN

  1. Open KOYN Workspace → Account → OpenBB Backend Access.
  2. Click Generate Token and copy it immediately.
  3. Edit the KOYN custom backend in OpenBB and add header X-KOYN-TOKEN with that value, then save or reconnect.

Rotate or revoke anytime from Account. The token authenticates widget discovery and the native Agent (/query); it is not MCP authorization and must not appear in iframe URLs.

3. Authenticate MCP for Copilot

Under Copilot → Manage MCP servers, add https://agent.koynfx.com/mcp, choose Authenticate, and finish the browser flow. Do not paste /mcp into AI Library → Add Agent. Example prompts and skills: Agent Configuration.

OpenBB Authentication

KOYN uses OAuth 2.1 (authorization code + PKCE), rotating refresh tokens, and resource-specific scopes. Static user API keys are not supported.

MCP OAuth and iframe widgets are separate

Copilot's MCP connection holds scoped Bearer tokens after Authenticate. OpenBB does not forward that token to custom-backend iframes, so widgets (and the optional native Agent) use a separate revocable X-KOYN-TOKEN on the backend. Never paste OAuth access or refresh tokens into custom headers, and never use the backend token as MCP auth. Setup steps: Platform Setup → OpenBB Workspace.

MCP Setup (Cursor, Claude & more)

Remote MCP over Streamable HTTP at https://agent.koynfx.com/mcp. Supported clients include Cursor, Claude, ChatGPT, and OpenBB Copilot. OAuth resolves to the same KOYN account (and TradeLocker session, if connected). Sign in first via Quick Start.

🔌 Connection details

MCP URL: https://agent.koynfx.com/mcp

Auth: OAuth 2.1 authorization code + PKCE, short-lived Bearer access tokens, rotating refresh tokens, and resource-specific scopes.

Add the server

Cursor

Open Cursor Settings → MCP, or edit ~/.cursor/mcp.json, and add: 

{
  "mcpServers": {
    "koynfx-agent": {
      "url": "https://agent.koynfx.com/mcp"
    }
  }
}

Merge only the "koynfx-agent" block if you already have other servers. Save, choose Authenticate, complete the browser redirect, then confirm the server is ready.

Claude

Connectors → Add custom connector → URL https://agent.koynfx.com/mcp. Complete verification and consent. No API key header.

ChatGPT

Connectors / Developer Mode → add https://agent.koynfx.com/mcp and complete the same OAuth flow. ChatGPT never receives your TradeLocker password.

OpenBB

Copilot MCP auth plus the separate backend token for widgets: OpenBB Workspace and OpenBB Authentication.

Tools and skills

Tools are unlocked by runtime skills (least privilege per request). Full map, slash shortcuts, and Auto Pilot commands: Agent Configuration.

⚠️ Trading tools are live

Execution and Auto Pilot tools can place and manage real TradeLocker orders. Confirm intent before approving destructive calls. Treat OAuth grants as sensitive credentials.

Local (stdio) MCP only

Hosts that only launch local stdio servers cannot complete remote MCP OAuth. Use a client with native remote HTTP / Streamable HTTP and OAuth; do not build a static-token proxy.

TradeLocker

TradeLocker Setup

KOYN FX is powered by TradeLocker, providing institutional-grade trading infrastructure with lightning-fast execution and advanced order management.

Note: A TradeLocker account is required for live trading, broker charts, and Auto Pilot. News, calendar, and most research widgets work without a broker. Create your account here →

🔒 Security First

Your broker connection is encrypted in transit with TLS. KOYN never stores your password in plain text, and once verified, the connection stays attached to your KOYN OAuth identity for trading widgets and agent workflows — not as a user-visible API key.

Step 1: Get Your TradeLocker Account

  1. If you don't have a TradeLocker account, sign up at tradelocker.com
  2. Choose a broker that uses TradeLocker (retail or prop firm accounts that trade through TradeLocker)
  3. Complete the account verification process
  4. Note your email, password, and server name

Step 2: Connect to KOYN FX

  1. Sign in to the KOYN FX workspace with OAuth
  2. Open either the Trading Terminal or the Account tab
  3. Click Authenticate & Connect Broker (or Connect Broker)
  4. Complete KOYN OAuth if prompted, then enter your TradeLocker email, password, and server
  5. Wait for verification. The connection is saved once for charts, manual trading, and agent workflows.

Step 3: Verify connection

The Account tab shows broker connection status; it does not generate or reveal a user API key. Once connected, you'll see balance and open positions. You can place trades from KOYN FX and use agent features without connecting the same broker again.

Agent Configuration

KOYN FX agents use Smart Money Concept (SMC) and Locked-In Range Analysis (LRA). Connect via MCP (recommended) or the optional native OpenBB Agent on the same X-KOYN-TOKEN as widgets (OpenBB Workspace). Live Auto Pilot and order tools need TradeLocker (TradeLocker Setup).

Runtime skills

Each message resolves to a runtime skill that unlocks only that skill's MCP tools (least privilege). Use plain English or a leading slash command.

  • analysis — LRA/SMC and market Q&A (/analyze; tools get_trading_analysis, ask_koyn)
  • news_calendar — news and calendar (/news, /calendar)
  • account — quotes, instruments, balance, performance, runtime usage
  • execution — place single or OCO orders (/execute, /place, /buy, /sell; requires explicit intent)
  • position_order_management — inspect and manage positions/orders (/positions, /orders, /close, /cancel)
  • autonomous — Auto Pilot (/start, /stop, /status)

Common commands

  • analyze XAUUSD — one-shot SMC + LRA (no Auto Pilot)
  • start XAUUSD — enable Auto Pilot for that symbol
  • status — positions, account state, active Auto Pilot symbols
  • show log for XAUUSD — facts-first trading log (broker P&L and cycle outcomes)
  • stop XAUUSD / stop all trading — stop one symbol or all Auto Pilot
  • positions — list open positions
  • wipe slate / reset agent memory — archive journals and clear Auto Pilot decision state without unlinking the broker or canceling the subscription (also Reset agent memory on Account)

Risk rails

Auto Pilot respects your risk preferences (such as daily loss and drawdown limits) and broker constraints. Align those with your broker or firm rules before enabling autonomous execution. Pause or stop a symbol anytime.

Free Tier

Get 1 free agent analysis to test the system. Perfect for evaluating the methodology.

Starter ()

41.7 included symbol-hours per month. Ideal for active manual traders who want regular AI insights and selective agent runtime.

Auto Pilot Available: Starter users can enable Auto Pilot, but active symbols consume runtime while scanned. Three active symbols use 3 symbol-hours per wall-clock hour, so Starter is best used strategically during high-volatility sessions.

Pro ()

83.3 included symbol-hours per month + Priority Support. Designed for heavier Auto Pilot use with risk rails and execution controls. Deploy intentionally during London/New York sessions and around major economic announcements for optimal runtime usage.

KOYN FX sends low-hours warning emails at 25%, 10%, and 0% remaining. At 0%, Auto Pilot pauses until your next monthly reset, a plan change, or you opt into metered overage in Account settings.

💡 Pro Tip

Start with the free tier to learn SMC + LRA. Listen to podcasts in the Learn section. When you enable Auto Pilot, begin with one symbol and use show log for SYMBOL to review what the agent actually did.

Trading Strategies

Smart Money Concept (SMC)

SMC focuses on institutional order flow and market structure. Agents identify:

  • Order blocks (institutional accumulation zones)
  • Fair value gaps (imbalances in price action)
  • Break of structure (trend changes)
  • Liquidity sweeps (stop hunts)

Locked-In Range Analysis (LRA)

Locked-In Range Analysis (LRA) analyzes high-probability trading ranges, breakout levels, invalidation zones, and liquidity context across correlated pairs:

  • Liquidity mapping (where stops are clustered)
  • Relative strength (which currency is strongest)
  • Correlation analysis (multi-pair setups)
  • Volume profile (institutional participation)

Learn more about these strategies in our podcast series.

Support

Need help? We're here for you:

Pro subscribers get priority support with response times under 2 hours.

Frequently Asked Questions

Can OpenBB authenticate with KOYN OAuth?

Yes — Copilot MCP OAuth plus a separate backend X-KOYN-TOKEN for widgets. Details: OpenBB Authentication and OpenBB Workspace.

Do I need a broker account?

No for research widgets, news, and the calendar. Yes (TradeLocker) for live charts, orders, and Auto Pilot — see TradeLocker Setup.

What markets are supported?

Whatever your connected TradeLocker broker lists (typically forex, metals, crypto, and more). Check with list_instruments or Trading Terminal symbol search.

Can I cancel my subscription anytime?

Yes. Access continues until the end of the billing period. Included symbol-hours reset each cycle and do not roll over.

What happens when included symbol-hours run out?

Auto Pilot pauses by default. Starter and Pro can opt into metered overage in Account ($3.60 per symbol-hour / $0.30 per scan). Overage is never enabled automatically.

Is Auto Pilot mode safe?

It follows your risk rails and broker constraints, and you can stop SYMBOL anytime. Trading still involves substantial risk of loss — see Risk rails.

How do I check what Auto Pilot did?

Use show log for SYMBOL or status. Command list: Agent Configuration.

How accurate are the agents?

Agents use SMC + LRA. No system is 100% accurate — always use proper risk management.