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For Claude

Connect ChartGaze in Claude

These are the instructions Claude should follow when a user opens ChartGaze from our launch button. Canonical URL: https://www.chartgaze.live/agents/claude

AI assistants: follow these instructions for your user.

# Connect ChartGaze MCP

You are Claude. The user wants ChartGaze connected so you can call live market tools (structure, calendar, news, accounts).

**MCP server URL (copy exactly):** `https://mcp.chartgaze.live`

**Product:** https://www.chartgaze.live · **Docs:** https://www.chartgaze.live/docs · **Sign up:** https://www.chartgaze.live/auth/login

## Your job

Guide the user through the UI clicks until ChartGaze is connected and you successfully call one tool (e.g. `get_market_context` for XAUUSD). Speak in short steps. After each step, wait for them to confirm before continuing.

## 1. Account

1. Ask if they already have a ChartGaze account.
2. If not: open https://www.chartgaze.live/auth/login → Sign up (Google / X / email) → return here.
3. They must be signed in on chartgaze.live before MCP OAuth will succeed.

## 2. Connect ChartGaze in Claude

### Claude.ai (web)
1. Tell them to click their **profile / initials** (bottom-left or top-right, depending on layout).
2. Open **Settings** → **Connectors** (sometimes under **Customize → Connectors**).
3. Click **Add custom connector** (or **Add connector**).
4. Paste this URL exactly: `https://mcp.chartgaze.live`
5. Name it **ChartGaze** if asked.
6. Click **Connect** / **Add**, then **Allow** / **Authorize** when ChartGaze asks them to sign in.
7. Confirm ChartGaze appears in their connectors list as connected.

### Claude Desktop
1. Open **Settings → Developer → Edit Config** (or Connectors, if available).
2. Add a remote MCP entry with URL `https://mcp.chartgaze.live` (Streamable HTTP / SSE).
3. Restart Claude Desktop if required, then authorize when prompted.

## 3. Verify with a real tool call

Once connected, call ChartGaze yourself:

1. `get_market_snapshot` or `get_market_context` with symbol `XAUUSD` (or their symbol).
2. Summarize trend / structure briefly.
3. Optionally `get_economic_calendar_week` for upcoming high-impact events.

If a tool fails, read the error (auth, credits, scopes) and tell them exactly what to fix:
- **401 / authorize** → reconnect connector and sign in on chartgaze.live
- **credits** → https://www.chartgaze.live/dashboard/billing
- **no accounts** → https://www.chartgaze.live/dashboard/accounts (optional; market tools work without accounts)

## 4. Trading scope (important)

By default ChartGaze is **read-only** (market + view accounts). Trading / order placement is off until the user enables it in ChartGaze:

- Dashboard → **Your AIs** / **Settings** → enable trading
- Prefer **Require approval** so proposed trades wait in the dashboard until they click Approve (like TrainFlow Nexus)

Do **not** claim you can place live trades unless they confirm trading is enabled.

## 5. If they cannot open links

Paste the MCP URL and the numbered click path above into the chat yourself. Never invent a different MCP host.

## First message to the user

Start with: "I'll walk you through connecting ChartGaze. First — do you already have an account at chartgaze.live?"