MCP connectors

Use the OpenFX connector to ask an AI app questions about your OpenFX account, build reports, and analyze trades, deposits, and withdrawals in plain language. You don’t need an API key or any developer work.

What the connector can do

The OpenFX connector is read-only. It retrieves information from your OpenFX account. It can’t place trades, initiate withdrawals, move funds, or change any OpenFX records.

Data	What you can ask for
Currency pairs	Pairs available to your organization
Trade history	Past trades, filterable by date, pair, and status
Deposit history	Incoming deposits and their status
Withdrawal history	Outgoing withdrawals and their status
Withdrawal accounts	Saved withdrawal destinations on your account

Before you begin

An OpenFX admin has turned on your AI app for your organization. In the OpenFX dashboard, go to Organization > MCP Platforms and switch on the toggle for Claude, ChatGPT, Claude Code, or Codex. Only users with the Admin role can change this setting.
You have an OpenFX login. Any OpenFX user can connect. The connector sees only what your OpenFX role already allows.
Your AI app plan supports custom connectors. Each tab below lists the plan requirements.
You know which environment you want. Live and Sandbox use different URLs. You set up each connection separately, even though your OpenFX login is shared between them.

Environment	OpenFX MCP server URL
Live	`https://mcp.openfx.com/mcp`
Sandbox	`https://mcp-sandbox.openfx.com/mcp`

Connect your AI app

Choose your AI app. Every user completes the account connection step once per environment, including the admin who added the connector.

Claude
ChatGPT
Claude Code
Codex

Claude Team and Enterprise organizations add the connector once for everyone. Claude Free, Pro, and Max users add it themselves. Free plans allow one custom connector, so Free users can add Live or Sandbox, not both.Add OpenFX to Claude (Team or Enterprise)Only a Claude organization Owner or Primary Owner can do this. On Enterprise, people with a custom role that includes Manage access to Libraries can also do it. Members skip to “Connect your OpenFX account” once it is done.

Open the connector settings

In Claude, go to Organization settings > Connectors. Select Add, hover over Custom, then select Web.

Name the connector and add the URL

Enter the name OpenFX, or OpenFX Sandbox for the Sandbox URL. Paste the OpenFX MCP server URL for your environment, then select Continue.

Confirm the authentication settings

Review the settings Claude detected and select Continue. Keep OAuth sign-in on, and keep OAuth client set to Use Claude’s published identity (Recommended). OpenFX doesn’t support the other OAuth client options.

Add the connector

Select Add. To add both environments, repeat these steps with the Sandbox URL and name each connector clearly so members pick the right one.

Add OpenFX to Claude (Free, Pro, or Max)

Open your connectors

In Claude, go to Customize > Connectors, select +, then select Add custom connector.

Enter the connector details

Enter the name OpenFX, paste the OpenFX MCP server URL for your environment, then select Continue.

Add the connector

Keep the default authentication settings, with OAuth client set to Use Claude’s published identity (Recommended). Select Add.

Connect your OpenFX account

Start the connection

Go to Customize > Connectors, search for OpenFX, select OpenFX, then select Connect.

Claude redirects you to OpenFX. Sign in with your usual OpenFX email, password, and 2FA. If you’re already signed in, OpenFX skips this step.

Approve access

Review the read permissions on the OpenFX consent screen, then select Approve. OpenFX shows a success screen and returns you to Claude. The OpenFX connector now shows as connected.

Use OpenFX in a conversation

Turn on the connector

Start a new chat. Select + at the bottom left of the message box, select Connectors, and make sure OpenFX is switched on.

Ask your question

Claude asks for permission the first time it uses each OpenFX tool. Choose Allow once or Always allow.

ChatGPT Business, Enterprise, and Edu workspaces add OpenFX once for everyone. On individual plans, custom apps require Developer mode, which depends on your plan. Check OpenAI’s documentation for current availability.

Custom apps work in ChatGPT on the web only, not in the ChatGPT mobile apps.

Add OpenFX to your workspaceA ChatGPT workspace owner or admin completes this once. Members skip to “Connect your OpenFX account” once it is done.Developer mode must be on for the admin doing this. On Business, each admin or owner switches it on for themselves, and can do so from the Create screen below. On Enterprise and Edu, an admin first allows it under Workspace settings > Permissions & Roles > Connected Data, then switches it on in Settings > Apps > Advanced settings.

Create the app

Go to Workspace settings > Apps and select Create. If prompted, switch on Developer mode.

Fill in the form

Enter these values and leave Advanced settings at their defaults. OpenFX doesn’t use a Client ID or Client Secret.

Name: OpenFX, or OpenFX Sandbox
Description: Read-only access to OpenFX trades, deposits and withdrawals
MCP Server URL: the OpenFX URL for your environment
Authentication: OAuth

Scan the tools

Select Scan Tools. Sign in to OpenFX when prompted, then wait for the scan to finish so ChatGPT loads the OpenFX tools.

Save the draft

Check the acknowledgment box if shown, and select Create. ChatGPT saves OpenFX as a draft.

Publish the app

Go to Workspace settings > Apps > Drafts, find OpenFX, and select Publish. On Enterprise and Edu, use Configure Access to choose which groups can use OpenFX, and Configure Actions to review the OpenFX tools. Review the safety warnings and select Publish.

ChatGPT keeps a snapshot of the OpenFX tools taken when the app is published. If OpenFX adds or changes tools, an admin must refresh the app’s tool list from Workspace settings > Apps. You don’t need to delete and re-create the app.

Add OpenFX on an individual plan

Turn on Developer mode

Go to Settings > Apps > Advanced settings and switch on Developer mode.

Create the app

Go to Settings > Apps and select Create. Enter the name OpenFX, a short description, and the OpenFX MCP server URL for your environment. Set authentication to OAuth.

Scan the tools

Select Scan Tools, sign in to OpenFX when prompted, then select Create. OpenFX appears under Settings > Apps > Enabled Apps with a Dev label.

Connect your OpenFX account

Start the connection

Search for OpenFX in the ChatGPT apps directory. Your workspace’s published apps are labeled custom. Select OpenFX, then select Connect.

ChatGPT redirects you to OpenFX. Sign in with your usual OpenFX email, password, and 2FA. If you’re already signed in, OpenFX skips this step.

Approve access

Review the read permissions on the OpenFX consent screen, then select Approve. OpenFX shows a success screen and returns you to ChatGPT. The OpenFX app now shows as connected.

Use OpenFX in a conversation

Turn on the app

Start a new chat. Select + in the message box, select More, then select OpenFX. The OpenFX icon appears in the message box.

Ask your question

For follow-ups that need fresh data, mention @OpenFX again.

Claude Code is included with Claude Pro, Max, Team, and Enterprise plans, and also works with a Claude Console account. Install and sign in to Claude Code before you start.

Using Claude Code in the Claude desktop app? Desktop app sessions don’t load servers added from the terminal. Use the Claude tab instead. Once OpenFX is connected in Claude, it’s available in your desktop app Code sessions with no extra setup.

Allow OpenFX in your organization’s MCP policy (admins only)Skip this step if your organization doesn’t restrict which MCP servers Claude Code can use. If OpenFX is blocked, members see an “enterprise policy” error when they add it. An administrator who manages Claude Code settings completes this once. Choose the option that matches how your organization manages MCP servers.

Your organization uses an MCP allowlist

Add the OpenFX URLs to allowedMcpServers in your managed settings. Use server-managed settings in the Claude admin console, or a managed-settings.json file deployed through your device management tool. Add this fragment to your settings file:

{
  "allowedMcpServers": [
    { "serverUrl": "https://mcp.openfx.com/mcp" },
    { "serverUrl": "https://mcp-sandbox.openfx.com/mcp" }
  ]
}

Add these entries to your existing list rather than replacing it. Match OpenFX by serverUrl, not serverName, because each user chooses their own server names. Also check that no entry in deniedMcpServers matches the OpenFX URLs, because the denylist always wins.

You want to provide OpenFX to everyone

List OpenFX under managedMcpServers in your managed settings. Every user gets OpenFX automatically, alongside their own servers, and skips the add step. This requires Claude Code v2.1.259 or later. Add this fragment to your settings file:

{
  "managedMcpServers": {
    "openfx": {
      "type": "http",
      "url": "https://mcp.openfx.com/mcp"
    },
    "openfx-sandbox": {
      "type": "http",
      "url": "https://mcp-sandbox.openfx.com/mcp"
    }
  }
}

Each user still signs in to OpenFX with their own login. Don’t add OpenFX credentials or headers to this file.

Your organization deploys a fixed server list

Users can’t add servers themselves in this mode. Add the same openfx entries from the previous option under mcpServers in your managed-mcp.json file, then redeploy it.

Platform	`managed-mcp.json` location
macOS	`/Library/Application Support/ClaudeCode/managed-mcp.json`
Linux and WSL	`/etc/claude-code/managed-mcp.json`
Windows	`C:\Program Files\ClaudeCode\managed-mcp.json`

To confirm the change, run claude mcp list on a managed machine. OpenFX appears in the list.Add OpenFX to Claude CodeSkip this step if your admin provides OpenFX to everyone. Run claude mcp list. If openfx is already listed, go to the next section. If you already connected OpenFX in Claude and sign in to Claude Code with the same Claude account, Claude Code picks up your Claude connectors automatically. OpenFX appears as claude.ai OpenFX under /mcp, and you can skip to “Use OpenFX in a session”.

Add the server

Run the command for your environment.

claude mcp add --transport http --scope user openfx https://mcp.openfx.com/mcp

claude mcp add --transport http --scope user openfx-sandbox https://mcp-sandbox.openfx.com/mcp

--scope user makes OpenFX available in every project on your computer. Leave it out to add OpenFX to the current project only.

Confirm the server

Run claude mcp list and confirm openfx appears.

Connect your OpenFX account

Start the sign-in

Run claude, type /mcp, select openfx, then select Authenticate. You can also run claude mcp login openfx from your terminal.

Your browser opens to OpenFX. Sign in with your usual OpenFX email, password, and 2FA. If you’re already signed in, OpenFX skips this step. If your browser doesn’t open, copy the sign-in link Claude Code shows and open it yourself.

Approve access

Review the read permissions on the OpenFX consent screen, then select Approve. OpenFX shows a success screen. Return to your terminal. /mcp now shows OpenFX as connected.

Use OpenFX in a sessionStart Claude Code in any folder and mention OpenFX in your question, for example “Using OpenFX, …”. Claude Code asks for permission the first time it uses each OpenFX tool. Approve it once, or allow it for future sessions.

Codex is included with ChatGPT Plus, Pro, Business, Edu, and Enterprise plans. Install and sign in to Codex before you start.

The Codex app, Codex CLI, and Codex IDE extension share the same MCP settings. Add OpenFX once from any of them and it’s available in all three. Codex doesn’t use the OpenFX app your workspace published in ChatGPT, so set it up here even if you already use OpenFX in ChatGPT.

Allow OpenFX in your organization’s MCP policy (admins only)Skip this step if your organization doesn’t restrict which MCP servers Codex can use. If OpenFX is blocked, it shows as disabled in Codex after you add it. An admin who manages Codex requirements completes this once.

Add the allowlist entries

Add these entries to the mcp_servers allowlist in your Codex requirements.

[mcp_servers.openfx]
identity = { url = "https://mcp.openfx.com/mcp" }

[mcp_servers.openfx-sandbox]
identity = { url = "https://mcp-sandbox.openfx.com/mcp" }

Deliver the requirements

Use the method your organization already uses. In the ChatGPT Admin Console, open Agent Security and add the entries to your cloud-managed requirements. These apply to users who sign in to Codex with ChatGPT. With device management, add the entries to the system requirements.toml file, or to the requirements_toml_base64 key in the com.openai.codex preference domain on macOS.

Platform	`requirements.toml` location
macOS and Linux	`/etc/codex/requirements.toml`
Windows	`%ProgramData%\OpenAI\Codex\requirements.toml`

Codex enables a server only when both its name and its URL match an allowlist entry. Tell members to use the exact names openfx and openfx-sandbox. Add these entries to your existing allowlist rather than replacing it. An empty mcp_servers allowlist disables every MCP server.

Add OpenFX to CodexChoose the path that matches how you use Codex. You only need one.

Codex CLI
Codex app

Run the command for your environment, then run codex mcp list and confirm openfx appears.

codex mcp add openfx --url https://mcp.openfx.com/mcp

codex mcp add openfx-sandbox --url https://mcp-sandbox.openfx.com/mcp

Add a server

Go to Settings > MCP servers, then select Add server. In the Codex IDE extension, the same settings are under the gear menu.

Enter the details

Enter the name openfx, or openfx-sandbox for the Sandbox URL. Use these exact names if your organization uses an MCP allowlist. Choose Streamable HTTP and paste the OpenFX MCP server URL for your environment.

Save the server

Save the server.

Connect your OpenFX account

Start the sign-in

Run codex mcp login openfx in your terminal. In the Codex app, open Settings > MCP servers and select Authenticate next to OpenFX.

Your browser opens to OpenFX. Sign in with your usual OpenFX email, password, and 2FA. If you’re already signed in, OpenFX skips this step.

Approve access

Review the read permissions on the OpenFX consent screen, then select Approve. OpenFX shows a success screen. Return to Codex. OpenFX now shows as connected.

Use OpenFX in a sessionStart a new Codex thread in the app, or run codex in your terminal. In the CLI, type /mcp to confirm OpenFX is active. Mention OpenFX in your question, for example “Using OpenFX, …”. Depending on your approval settings, Codex may ask you to approve OpenFX tool calls.

Try it

Start a new conversation or session and try one of these prompts:

“Show me all my trades from last month, grouped by currency pair, with total notional per pair.”
“Compare my deposit and withdrawal totals month over month for Q3 and flag anything unusual.”
“List the currency pairs available to my organization.”
“Build a reconciliation table of every withdrawal this week with its destination account.”

Scheduled or recurring reports use your AI app’s own scheduling features. OpenFX doesn’t run schedules on your behalf.

Manage or disconnect

You can disconnect from your AI app or from OpenFX.

AI app	Disconnect from the app
Claude	Go to Customize > Connectors, select OpenFX, then select Disconnect. Claude organization Owners can remove the connector for everyone from Organization settings > Connectors. To change the URL, remove the connector and add it again.
ChatGPT	Go to Settings > Apps, select OpenFX, then select Disconnect. Workspace admins can unpublish or delete OpenFX for everyone from workspace apps.
Claude Code	Run `claude mcp list` to see status, `claude mcp logout openfx` to sign out and keep the server, or `claude mcp remove openfx` to remove it and its stored sign-in. To change the URL, remove OpenFX and add it again. If your admin provides OpenFX through managed settings, you can turn it off for yourself in `/mcp`, and admins remove it for everyone by deleting the entry from managed settings.
Codex	Run `codex mcp list` to see status, `codex mcp logout openfx` to sign out and keep the server, or `codex mcp remove openfx` to remove it. In the Codex app, use Settings > MCP servers. Admins block OpenFX for everyone by removing its entries from the `mcp_servers` allowlist.

To disconnect from OpenFX, go to Profile > MCP Platforms in the OpenFX dashboard. Your AI app is listed with its connection status. Select Disconnect to end the session. This works even if you no longer have access to the AI app account or the computer where it’s installed. An OpenFX admin can also switch an AI app off for the whole organization under Organization > MCP Platforms. This disconnects every user in the organization.

Session length

Your connection stays active for 30 days from when you approve access on the OpenFX consent screen, whether or not you use it. You don’t need to sign in again during that time. After 30 days, your AI app asks you to sign in to OpenFX again. If your OpenFX user is suspended or removed, the connection stops working immediately.

Troubleshooting

What you see	What to do
”MCP is not enabled for your organization”	Ask an OpenFX admin to switch on your AI app under Organization > MCP Platforms, then try connecting again.
”Unsupported platform”	You added the URL to an AI app OpenFX doesn’t support. Use Claude, ChatGPT, Claude Code, or Codex.
A dataset is missing, for example withdrawal accounts	The connector shows only data your OpenFX role allows. Ask your OpenFX admin to review your role.
You see test data, or expected test data is missing	Check that you added the right URL. Live and Sandbox are separate connections.
Your AI app asks you to sign in again	Your session expired. Complete the OpenFX sign-in again. In Claude Code, run `/mcp`. In Codex, run `codex mcp login openfx`.
OpenFX isn’t listed in Claude under Customize > Connectors	Your Claude Owner hasn’t added it yet. Share this page with them.
OpenFX doesn’t appear in ChatGPT search	Your workspace admin hasn’t published it yet, or hasn’t given your group access. Share this page with them.
OpenFX is missing in ChatGPT on your phone	Custom apps work on the web only. Use `chatgpt.com` in a browser.
Claude Code: “Cannot add MCP server “openfx”: not allowed by enterprise policy”	Your organization uses an MCP allowlist that doesn’t include OpenFX. Ask your Claude Code admin to allow the OpenFX URLs.
Claude Code: “Cannot add MCP server “openfx”: server is explicitly blocked by enterprise policy”	OpenFX matches your organization’s denylist. Ask your Claude Code admin to remove the matching entry.
Claude Code: “enterprise MCP configuration is active and has exclusive control over MCP servers”	Your organization deploys a fixed server list. Ask your Claude Code admin to add OpenFX to `managed-mcp.json`.
OpenFX disappeared from `/mcp` after working before	Your organization’s MCP policy changed and now blocks OpenFX. Share this page with your Claude Code admin.
OpenFX is missing in the Claude desktop app	Desktop app sessions don’t load servers added from the terminal. Connect OpenFX in Claude instead.
Codex shows OpenFX as disabled	Your organization uses an MCP allowlist. Check that you named the server exactly `openfx` or `openfx-sandbox`. If it’s still disabled, ask your admin to allow the OpenFX URLs.
Every MCP server is disabled in Codex	Your organization’s allowlist is empty. Share this page with your admin.
Anything else	Contact OpenFX support at support@mail.openfx.com with the time of the error and the AI app you were using.

Data you retrieve is returned to your AI app and processed under that provider’s terms: Anthropic for Claude and Claude Code, OpenAI for ChatGPT and Codex. Review the provider’s data policies and your organization’s AI usage policy before connecting.

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MCP connectors

What the connector can do

Before you begin

Connect your AI app

Try it

Manage or disconnect

Session length

Troubleshooting

​What the connector can do

​Before you begin

​Connect your AI app

​Try it

​Manage or disconnect

​Session length

​Troubleshooting

What the connector can do

Before you begin

Connect your AI app

Try it

Manage or disconnect

Session length

Troubleshooting