Let Your AI Operate Your Chart, Safely — What Changed and What Didn't

What Changed: the AI Can Now Draw, Configure, and Set the View

The new propose_chart_changes tool supports three change types and four verbs. It can add a new drawing (a horizontal level, a trend line) or add a new indicator. It can update an existing line, indicator, or the current view — patching only the fields that need to change. It can replace a set of lines or indicators atomically, or set the full view in one shot. And it can remove lines or indicators that no longer apply.

Two more tools support this: get_chart_screenshot lets the AI see the chart exactly as rendered — candles, drawings, indicators, current zoom — so it isn't proposing changes blind. get_all_drawing_symbols summarizes drawing activity across every symbol in your workspace, including ones you aren't currently viewing, so a multi-symbol batch of changes can be confirmed without switching charts.

Together with the six original read tools, that's nine tools in total. See https://mylinedchart.com/mcp for the complete list and current tool descriptions.

What Didn't Change: Your Account and Your Orders Stay Read-Only

Nothing in this release touches account or order access. The direct connection cannot place a trade, modify an open order, or cancel one. There is no order field, no account-mutation field, and no trade-execution path anywhere in propose_chart_changes — the tool's schema only ever accepts drawing geometry, indicator configuration, or view settings.

This isn't a policy promise layered on top of a capability that could technically do more. It's a scope boundary: the tool has no code path to your brokerage account at all. Chart state and account state are different systems, and only one of them gained a write channel.

That is the headline worth repeating: the AI can operate your chart, but it can never place, modify, or cancel a trade. Chart-only, never your money.

How the Confirmation Gate Actually Works

Every proposed change is a proposal, not an action. When your AI agent calls propose_chart_changes, the change is written to a local pending-changes file with an expiry window. The desktop app watches for it and shows a confirmation dialog — you see exactly what's proposed (a level at a price, an indicator with its parameters, a new view) before anything is drawn.

If you'd rather not confirm every single change from a source you trust — your own Claude Code session, for instance — you can mark that source 'always allow' and its proposals apply automatically. That's an explicit opt-in per source, not a default, and it can be revoked as easily as it was granted.

Either way, AI-made drawings and indicators are tagged with provenance separately from your own. Ask get_drawings or get_indicators at any point and you can see which items came from you and which came from an AI proposal, along with the change_id linking back to the original proposal. Nothing is silently mixed into your own annotation history.

Why This Is a Different Compliance Shape Than a Signal or Order Tool

A tool that drafts trade signals or routes orders carries financial risk the moment it's wrong — a bad signal or a stray order can cost real money before a human ever sees it. A chart-write tool doesn't carry that risk, because chart state isn't money. A misdrawn level or a misconfigured indicator is visible, inspectable, and trivially reversible: delete it, or don't confirm it in the first place.

That's why IBKR's own certified Claude and ChatGPT connector uses the same underlying pattern for orders — an 'AI Instructions' review tab that requires manual approval before anything executes — even though orders and chart annotations are very different kinds of writes. The shared principle across both is 'AI proposes, human decides.' MyLinedChart applies it to chart state; IBKR applies it to orders. Neither tool skips the human.

For the specific gap this closes — what IBKR's certified connector can and can't see on your chart — see What Does IBKR's Certified Claude and ChatGPT Connector Actually See — and What Is the Chart Context Gap? and Can Claude or ChatGPT Give You Trade Signals Through the IBKR MCP Connector?.

Where This Fits Your Workflow

If you're already using MyLinedChart's direct connection to give an AI agent read access to your chart, nothing about your existing setup breaks — the six original read tools are unchanged. The write channel is additive: enable it when you're ready to let an agent draw levels or adjust indicators for you, confirm the first few changes manually to see the pattern, and decide from there whether a given integration earns 'always allow.'

The most natural first use is exactly what the read-only version was already good for: an agent that reviews your chart, notices a level worth marking, and proposes it — instead of just describing it back to you in text. You get the annotation on the chart, not just in a chat window, and you still said yes to it.

Full tool list, setup steps, and the confirmation-gate details: https://mylinedchart.com/mcp.

Can MyLinedChart's AI place, modify, or cancel a trade?

No. The direct connection has no order or account-mutation path at all — propose_chart_changes only accepts drawing geometry, indicator configuration, and view settings. Account and order access remain fully read-only.

Does every AI-proposed chart change require my confirmation?

By default, yes — you see and confirm each proposal before it's drawn. You can mark a specific source 'always allow' if you want its changes applied automatically, but that's an explicit per-source opt-in, not a default.

How do I tell which drawings were made by AI versus by me?

get_drawings and get_indicators return a provenance field ('ai' or 'user') and a change_id linking AI-made items back to the original proposal. Nothing is merged into your own annotation history without that tag.

What exactly can propose_chart_changes do?

It can add, update, replace, or remove horizontal lines and trend lines; add, update, or reconfigure a built-in indicator (MA, EMA, BOLL, VOL, MACD, RSI); and update or replace the chart's view (symbol, timeframe, chart type, range, session). It cannot place an order or touch your account.