Create a Journal trade
Record an occurred trade with explicit price, quantity, time, and optional notes or existing tags and setup.
Trading Journal
Create a Journal trade MCP Tool
Pineify create-journal-trade lets an authenticated Agent record an occurred trade with explicit price, quantity, time, and optional notes or existing tags and setup.
MCP tool nameWrites Journal
create-journal-tradeExample prompt
Use Pineify to record this occurred trade in my selected Journal with the price, quantity, and time I provide.
Direct answer
What create-journal-trade does
Record an occurred trade with explicit price, quantity, time, and optional notes or existing tags and setup.
Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.
Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.
Contract
What the agent sends and receives
Inputs
- `journalId`, current `expectedRevision`, and a UUID `idempotencyKey`.
- `symbol`, `side` (BUY/SELL), positive Decimal-string `entryPrice` and `quantity`, and offset RFC3339 `openDateTime`.
- Optional notes, stop/target prices, capital/risk amounts, FX rate, existing tagIds/setupId, missed-trade fields, and already occurred `closeRecords`.
Structured output
- Created trade ID and new journal revision.
Capabilities
Where this MCP tool fits
Agent workflow
A bounded call from question to review
- 1
Select the journal
Discover existing journals and read the selected journal context.
- 2
Read and review
Inspect the current records and revision before making the requested change.
- 3
Check the result
Check resource IDs and the returned revision; preserve the original key when retrying an uncertain write.
Prompt examples
Questions an agent can route to this tool
"Use Pineify to record this occurred trade in my selected Journal with the price, quantity, and time I provide."
Operator notes
How I review the result
Requires the Expert plan and your existing private MCP token. All access is limited to journals owned by that token user.
Read the relevant record first. On an unknown outcome, retry exactly the original arguments and idempotencyKey. A changed request requires a new key after reviewing the current revision.
Boundaries to keep in the prompt
- This tool reads or records Pineify Journal data. It does not place broker orders or transfer money.
- Journal deletion, sharing, images, dashboards, reports, and resource administration remain in the Pineify app.
Pineify MCP provides financial information, code validation, and Journal recordkeeping. It does not provide investment advice, promise returns, send broker orders, or transfer funds. Review timestamps, source fields, code diagnostics, and risk assumptions before acting.
MCP tool family
Continue the workflow
Get Journal context
Find existing journals, currency, timezone, revision, and paginated tags and setups.
Read Journal trades
Find recorded trades or read one trade with its close records and current journal revision.
Write Journal diary
Create a dated daily review or update a specific entry ID; same-day creation reports a conflict.
Related Pineify tools
FAQ
Create a Journal trade MCP Tool questions
Add create-journal-trade to your AI workflow
Connect one remote Pineify MCP endpoint, then let your compatible AI client discover this tool with the full tool catalog.
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