The Hottest AI Trading Technology of 2025: A Smart Trading Guide to FMZ Platform with Claude (Part 1)
Preface
In the field of quantitative trading, the execution of strategies often requires precise programming control and complex system integration. However, with the advancement of artificial intelligence and natural language processing technologies, quantitative platforms are also evolving. The FMZ platform’s recent release of MCP (Model Context Protocol) is a bold and practical innovation—it enables users to control trading strategies and manage task flows directly through natural language. This simplifies the exploration of broader quantitative trading application scenarios greatly.
Say goodbye to cumbersome command coding. With just a single sentence, you can start, pause, adjust, or query the status of a strategy. This “language-driven quantitative trading” approach not only improves the efficiency of strategy development and operations significantly but also opens up new perspectives for building more intelligent and automated trading systems.
In the following sections, we will explore the practical applications of the FMZ MCP service.
Claude Version
Claude is a large language model developed by Anthropic. On the FMZ platform, both Claude and Cherry Studio are supported. In this guide, we will use Claude as the selected model for exploration.
Since Claude is available under multiple plans, each offering different features and usage limits, this article focuses on the basic (free) version of Claude. Future articles will provide in-depth guides for using the Claude Pro version.
Prerequisites
Reference materials:
- Documentation provided by anthropic: https://docs.anthropic.com/en/docs/mcp
- MCP protocol documentation: https://modelcontextprotocol.io/quickstart/user
Platform access:
Download Claude desktop
Download the Claude Desktop app corresponding to your operating system. In this guide, we use macOS.
Install Claude desktop
To install, just drag the Claude app into the Applications folder.
Installation on other operating systems follows the same process as installing any standard application.
Launching the App & Logging In
When you launch the Claude Desktop app for the first time, you'll be prompted to configure some user preferences. These settings are optional and can be adjusted according to your personal workflow and preferences.
Next, the app will prompt you to sign up or log in. We recommend using a Google account (Gmail) for a quick and seamless login experience.
Once logged in, you'll be taken to the main interface of the Claude model. The UI is intuitive and similar to other mainstream large language models such as GPT.
- Sidebar
- Main Chat Area
Configuring FMZ MCP Service Settings
Q: What is MCP?
A:
Simply put, MCP is a protocol that allows AI assistants (like Claude) to safely connect to and access various external data sources, tools, and services.
It enables users to interact with intelligent agents through natural language and drive them to perform quantitative trading tasks.
Q: How can I get the MCP service address and token from FMZ?
A:
- Navigate to the FMZ API Key management page:
https://www.fmz.com/m/account#apikey
. - Click the "Create New API Key" button. The newly created token will appear in the API key list.
- Each row in the API list represents a valid FMZ platform API key. On the right-hand side, under the "Actions" column, click the "MCP" option.
- A dialog box will appear, showing the MCP service configuration details for the currently logged-in FMZ account. Do not share this information publicly.
- Copy the JSON configuration displayed in the dialog. This configuration will be used in the Claude Desktop app.
Example JSON:
{
"mcpServers": {
"FMZ": {
"command": "npx",
"args": [
"mcp-remote",
"https://www.fmz.com/api/mcp/xxxxxx",
"--header",
"Authorization: Bearer xxxxxx"
]
}
}
}
The JSON configuration shown above is for demonstration purposes only. All sensitive information has been masked with xxxxxx.
Explanation of the args field in the JSON:
https://www.fmz.com/api/mcp/xxxxxx
is the FMZ MCP service endpoint URL for communication.- The
xxxxxx
inAuthorization: Bearer xxxxxx
is the secret key token corresponding to the address. Be careful not to disclose it.
Once you've obtained the FMZ MCP configuration JSON, you can proceed to integrate it with the Claude Desktop App. Below is the setup process using macOS as an example:
- Open the Claude Desktop App and log in.
- In the top-right menu bar of macOS, navigate to: Claude → Settings → Developer
- Locate the "Edit Config" option. Clicking it will open the directory containing the claude_desktop_config.json file.
- Copy and paste the MCP JSON configuration you obtained into this file. Save and close the file.
Notes:
- The file path and method to access Claude desktop APP may vary slightly depending on your operating system version.
- If you're opening the file for the first time, its contents may simply be
{}
.
- If you're opening the file for the first time, its contents may simply be
- On macOS, you may need to restart the Claude Desktop App for the MCP configuration to take effect.
Usage Test
Once the FMZ MCP service is configured successfully, you should see the following during usage:
Additional notes:
- If Node.js is installed on your system, ensure that the version is not too old. An outdated Node.js version may cause initialization failures when connecting to the MCP service. If issues occur, you can analyze the problem through the Claude application logs.
- The basic (free) version of Claude has limitations on context length and data volume. As a result, certain interactions may return errors when the limits are exceeded.
1. Quick Test
Let's walk through a simple demonstration of the innovative integration between FMZ MCP Service and Claude:
In the Claude Desktop App, I asked Claude the following in natural language: "Can you check how many dockers are running on my FMZ account currently?"
The initial test confirms that communication has been established successfully.
2. Limitations of Claude Basic
Proceeding with further questions to explore the limitations of the Basic version.
This is one of the limitations of the Basic version — it refuses to process requests when the data volume is even slightly large.
The reason is that I've configured too many exchanges, so when it tries to fetch data, it exceeds the limit immediately.
3. Works Fine Within Data Limits
Use another FMZ account to test:
4. Authorization Required for Use, Basic Version out of Free Quota
Testing market data retrieval
Try asking a new question: "Get the BTC prices from all the exchanges I've configured and calculate the price differences."
When calling a method for the first time, authorization is required. You only need to authorize once.
The result exceeded the free quota — it seems the free version is too limited.
THE END
In the next article, we’ll upgrade Claude to the Pro version to further explore the new experience of using the Claude large model in combination with the FMZ platform for quantitative trading.
Thanks for reading!