Match-Trade Technologies has introduced AI Skills for its Broker API and CRM API, designed to reduce the work involved in building integrations between broker systems and internal tools.
The move comes as broker technology providers increasingly connect AI systems to internal infrastructure. In July, Leverate launched a back-office Model Context Protocol server allowing AI assistants such as Claude and ChatGPT to access broker CRM, marketing and risk data.
Match-Trade Turns API Docs into AI Tools
Match-Trade said the Skills provide Claude and other compatible AI systems with structured information about API authentication, endpoints, returned data and how different functions connect. Instead of implementing and testing endpoints individually, users can describe the required outcome and have the AI assemble the relevant connections.
The resulting integration can then be reviewed and adjusted by technical teams.
“API Skills turn documentation into practical AI context, so teams can focus on validating a solution instead of assembling every connection from scratch,” said Wojciech Kopczyński, Product Owner at Match-Trade Technologies.
The company said the Skills can connect CRM records with trading and sales data to analyse measures such as trades per client, position sizes and sales performance. Applications include sales reports, commission calculations, data reconciliation and performance metrics.
AI Links Broker Data for Client Analysis
The company also highlighted client-level analysis for A-book and B-book decisions. The Skills can link client profiles with position data and assess profitability against defined conditions.
For support teams, the technology can retrieve account and position data to explain events such as forced position closures caused by insufficient funds.
Match-Trade said the approach can also accelerate the creation of internal dashboards and reports. Developers can take AI-generated prototypes through technical review before production deployment.
The company tested the approach by building three dashboards with Claude using its Broker API Skill. These covered the most traded instruments, prop trading account support and a Prediction Market Trader Leaderboard.
The dashboards combine trading and CRM data and display metrics including trading volume, profit and loss, account status, transaction counts, stakes and return on investment.
Match-Trade described the examples as “vibe-coded” applications, with AI assembling the integrations before technical validation and production implementation.
This article was written by Tareq Sikder at www.financemagnates.com.Retail FXRead More
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