How do I integrate my trading platform with other tools?

Most trading platforms expose REST APIs that accept header‑based authentication. In Chatref, you store your platform’s API key as an environment variable inside a custom action, so the key is never exposed to the end user. This lets the chatbot execute account‑specific calls (balances, order history, portfolio views) directly from the chat window. Chatref’s tool‑calling engine then maps user‑typed intents – like “show my positions” – to the correct API endpoint, keeping responses grounded in live data from your platform.

Custom actions are where the actual integration happens. You define what data to collect from the user (e.g., symbol, quantity, date range) and which third‑party tool to forward it to. For example, a custom action can receive a trade confirmation from your platform’s webhook, then call a CRM to log the client interaction, or push a notification to Slack. Each action runs server‑side in Chatref, using the API key you provide, so no sensitive logic runs in the browser.

Data export from your trading platform can be triggered on demand or on a schedule using custom actions. Configure an action that calls your platform’s export endpoint (daily P&L, closed trades) and then pipes the response directly to a third‑party tool like Google Sheets, a portfolio tracker, or an accounting service. Because Chatref’s actions can return structured data, you can also build follow‑on steps – for instance, formatting the export as a CSV and sending it via email to your compliance team.

While custom actions handle most routine tasks, certain high‑value or unusual events need human judgment. Chatref’s shared inbox surfaces all conversation threads, including those where an action is about to execute. Your team can review the context, see exactly which API call the system plans to make, and override or approve it in real time. This adds a layer of security and auditability, ensuring integration workflows never run unsupervised when they shouldn’t.

How do I generate API keys for my trading platform?
Log into your trading platform’s admin or developer dashboard and locate the API management section. Create a new key with read‑only or full‑access permissions (depending on the actions you need). Copy the key and paste it into a Chatref custom action’s environment variable field – Chatref will use it to authenticate every request from that action.

Can I export my trading data to other platforms?
Yes. Build a custom action that calls your platform’s data export endpoint and then forward the response to the external tool’s API. For example, you can schedule a nightly export of closed trades and insert them into a third‑party analytics tool or CRM. The entire flow runs inside Chatref using your supplied credentials.

What third-party tools can I integrate with my trading platform?
Any tool that exposes an API can be connected through Chatref’s custom actions. Common use cases include portfolio dashboards, accounting software, alerting services like Slack or email, and compliance reporting tools. The only requirement is that the tool accepts authenticated HTTP requests – Chatref handles the orchestration and authentication.