Assistant capabilities

Overview

TWM has an AI assistant (Claude) built directly into the application through an in-process MCP server. Because it runs inside TWM itself, it can inspect and drive the live app the same way a user would — reading what's on screen, opening and reconfiguring charts, managing connections and trading accounts, placing and adjusting live orders — and it can also read and write C# code to build custom indicators and strategies, compiling them against the running instance.

Three built-in workflows route what the assistant does:

You want to…	The assistant…
Build or modify a custom indicator / strategy	Reads the TWM reference docs and live type information, writes C# code into the project, and compiles it, fixing errors until it builds clean
Place, close, cancel, or modify live orders	Resolves the right account/instrument, places the trade, and confirms the real outcome (fill, rejection, etc.) rather than assuming success
Control the UI — charts, connections, workspaces, windows, options	Operates the app directly: opens/edits charts, connects data sources, manages instrument lists, switches workspaces, opens tool windows, changes display options

Everything below is the full catalog of individual capabilities (tools) available to the assistant, grouped by area. Exact parameters are omitted here — this is a "what can it do" reference, not a technical API spec.

App Status

StatusReport — quick health check: is the user authenticated, is the custom project compiled, and what accounts are configured.

Connections

GetConnections — list all configured exchange/broker connections and their live status.
ResolveConnectionId — find a connection's id from its name or code.
GetSupportedConnectionTypes — see which connection types can be newly created.
CreateConnection — add a new connection with default settings.
DeleteConnection — remove a connection (refused if it still has stored API keys, for safety).
ToggleConnection — connect or disconnect a configured connection.

Instruments

GetStoredSymbols — list instruments already saved locally for a connection.
GetStoredInstrumentInfo — get full metadata for one already-stored instrument.
ResolveInstrumentId — find a stored instrument's id from its connection/type/symbol.
GetExchangeSymbols — list instruments currently offered live by the exchange (not necessarily imported yet).
GetExchangeInstrumentInfo — get full metadata for one instrument straight from the exchange.
AddAllExchangeSymbols — import every exchange instrument of a type into local storage in one go.
AddExchangeSymbols — import a specific set of exchange instruments into local storage.

Instrument Lists

GetInstrumentLists — list all saved instrument lists (watchlists).
GetInstrumentList — get one list's full details, including its symbols.
GetInstrumentListName — look up a list's name by id.
CreateInstrumentList — create a new, empty instrument list.
AddAllInstrumentsToList — bulk-populate a list, optionally syncing from the exchange first.
AddInstrumentsToList — add specific symbols to a list.
RemoveInstrumentsFromList — remove specific symbols from a list.
DeleteInstrumentList — delete a list (default lists are protected).

Orders & Trading

GetAccounts — list active trading accounts across all connections.
ResolveAccountId — find a specific account's id from its connection (and type, if there's more than one).
GetOrders — list an account's orders and their live state.
GetOrder — check one specific order's live state.
GetPositions — list an account's open positions.
GetAssets — list an account's asset balances.
BuyMarket / SellMarket — place a market order.
BuyLimit / SellLimit — place a limit order.
BuyStopMarket / SellStopMarket — place a stop-market order.
BuyStopLimit / SellStopLimit — place a stop-limit order.
ClosePosition — flatten an open position with an opposite market order.
CancelOrder — cancel a working order.
ChangeOrderQuantity — resize a working order.
ChangeOrderPrice — reprice a working order.

Charts

GetCharts — list every chart currently open, with its symbol, timeframe, indicators, and running strategies.
ResolveChartId — find a specific open chart's id when you only know its connection/symbol/timeframe.
CreateChart — open a new chart for a given connection, instrument, timeframe, and history window.
SetSymbol — switch an open chart to a different instrument.
SetTimeFrame_Days — reset an open chart's date range to "N days back from today (or another end date)."
SetTimeFrame_Period — reset an open chart's date range to an explicit start/end.
CloseChart — close an open chart.
SetDataBoxVisible — show/hide the Data Box panel on a chart.
SetCrossLineVisible — show/hide the crosshair on a chart.
SetTimeAndSaleVisible — show/hide the Time & Sale panel on a chart.
SetPerformanceVisible — show/hide a running strategy's performance overlay on a chart.
SetChartTraderState — switch the Chart Trader panel between hidden/visible modes.
SetDrawingModeVisible — show/hide the drawing tools panel on a chart.
ShowIndicatorsWindow — open the Indicators picker for a chart.
ShowStrategiesWindow — open the Strategies picker for a chart.
SetChartStyle — switch a chart's rendering style (e.g. candlestick vs. OHLC bars).

Tool Windows

NewValidator — open a new strategy Validator window.
NewOptimizer — open a new strategy Optimizer window.
NewStrategyPortfolio — open a new Strategy Portfolio (Executor) window.

Workspace

SaveWorkspace — save the current workspace layout in place.
SaveWorkspaceAs — save the current layout as a new named workspace.
RestoreWorkspace — revert to the last saved state.
LoadDefaultWorkspace — switch to the Default workspace.
ConfigureWorkspaces — open the workspace configuration window.

Display Options

SetTheme — change the UI theme.
SetLanguage — change the UI language.
SetPlotExecutions — change how trade executions are drawn on charts.
ResetDisplayOptions — reset the current theme's display settings to defaults.

Reading & Exploring the TWM Codebase

Used mainly while writing or fixing indicators/strategies, so the assistant never has to guess a method signature.

NewGUID — generate a fresh unique id, needed for every new indicator/strategy file.
ListAssemblies — see which TWM assemblies are available to build against.
ListAssemblyNamespaces — browse the namespaces inside one of those assemblies.
ListNamespaceTypes — browse the classes/interfaces/structs/enums inside a namespace.
DescribeType — get a type's full public surface (methods, properties, fields, base type) before writing a call against it.
DescribeMember — get the exact overload signatures of one specific method/property/field by name.
ListTypeMembers — dump every member of a given kind (methods, properties, or fields) for a type at once.

Build

BuildProject — compile the custom indicators/strategies project and report any errors.

Good to know

Real-money safety. Every order-placement tool (Buy*/Sell*) requires an explicit confirmation flag before it will act on a real-money (Broker) account — the assistant should always check with you first. ClosePosition is the one exception: it isn't gated by that flag, so treat any position-closing request on a live account as something to confirm with the user before acting, regardless.
Trading calls confirm real outcomes. Placing, cancelling, or changing an order only confirms that TWM/the exchange accepted the request — the assistant follows up by checking the order's actual state rather than assuming success.
A few chart edits take a moment. Changing a chart's symbol or date range can take a few seconds to complete before the assistant reports back.
Status isn't filtered. The app-status check reports every configured account, not just active ones.