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Digital Surge Agentic AI Connector — Technical Guide

Connect your Digital Surge account to MCP-compatible AI apps and trade, monitor, and manage your portfolio through natural language.

Written by Johnny

This article is the technical companion to our Agentic AI Connector overview. It walks through the tools exposed by the connector, how trades are structured, and the prompts that map to each capability.


What the MCP connector exposes

The Digital Surge MCP connector exposes tools across six functional areas, split into two access tiers:

  • Public tools — market data, asset catalogue, and pricing.

  • Private tools — your portfolio, transactions, swaps, price triggers, recurring buys, and deposit addresses. Scoped to your authenticated account.

Every tool maps to a specific endpoint on the Digital Surge API. The AI decides which tool to call based on your prompt, runs it against the live production API, and returns the result in conversational form.


Getting started

You'll need a verified Digital Surge account and an MCP-compatible AI client (Claude, ChatGPT, or any client that supports remote MCP servers).

  1. Open your AI app's settings and find Connectors, Integrations, or MCP servers.

  2. Add a new connector with the URL: https://mcp.digitalsurge.com.au/mcp

  3. Authenticate with Digital Surge when prompted and choose your permissions, and approve access.

  4. Return to your chat and start issuing prompts.


Capability reference

Profile and account

Access your account summary, limits, and referral details.

Tool

What it does

private_profile_brief_retrieve

Returns your account summary — name, email, verification status, total AUD value, monthly trading volume, and daily deposit/withdrawal limits with used/remaining breakdowns.

private_profile_affiliate_retrieve

Returns your affiliate/referral code, total referral count, and earnings over the last 7, 30, and 90 days.

Example prompts:

  • "What is my account verification status?"

  • "How much of my daily AUD withdrawal limit have I used?"

  • "What is my affiliate code and how much have I earned from referrals?"


Market data and pricing

Live and historical market data across the full Digital Surge asset catalogue.

Tool

What it does

public_broker_ticker_list

Live buy/sell prices for all tradeable assets. Filterable by asset code, sortable by gain.

public_broker_ticker_top_assets_summary_list

Curated market overview: top gainers, top losers, newly listed, most traded.

public_broker_assets_list / _retrieve

Full asset catalogue with trading status and metadata.

public_broker_assets_categories_list / _retrieve

Asset categories (DeFi, AI, Layer 1, Solana Ecosystem, etc.) and their constituent assets.

public_broker_eofy_closing_prices_list

Australian end-of-financial-year closing prices for all assets — useful for CGT reconciliation and tax reporting.

Note on ticker prices: public_broker_ticker_list returns indicative prices. For a binding quote that locks in fees and the exchange rate, the AI runs a swap estimate before any trade executes (see Trading below).

Example prompts:

  • "What's the current buy and sell spread on BTC?"

  • "Show me today's top 5 gainers"

  • "How many assets does Digital Surge list in the Solana Ecosystem category?"

  • "What was the EOFY closing price for ETH last financial year?"


Portfolio and balances

Tool

What it does

private_balances_list

Returns every asset you hold with total, available (tradeable now), and withdrawable views.

private_balances_retrieve

Same data for a single asset by code.

private_v2_wallet_stats_list

Returns ROI and performance statistics per asset, including buy/sell prices, last buy/sell price, day return, and all-time return. Pass overall=true to get portfolio-level aggregates: total crypto value in AUD, today's P&L, and all-time return. Note: does not include your AUD cash balance — combine with private_balances_list for a full picture.

Example prompts:

  • "How much BTC do I have available to trade right now?"

  • "Pull my balances and show me the AUD value of each holding."

  • "What's my ROI on BTC?"

  • "What's my total portfolio value and today's P&L?"

  • "What is my all-time return across all my holdings?"


Transaction history

Two sets of tools depending on whether you want a unified ledger or per-asset detail.

Tool

What it does

private_wallet_all_transactions_list

Unified ledger across all assets — deposits, withdrawals, buys, sells, swaps, fees, rewards, and adjustments. Most recent first. Supports filtering by asset, status, transaction type, and time period.

private_wallet_all_transactions_retrieve

Single transaction by ID.

private_v2_wallet_wallet_transactions_list

Per-asset wallet transactions with AUD-equivalent values at the time of each transaction.

private_v2_wallet_wallet_transactions_retrieve

Single per-asset transaction by ID. Includes access to downloadable invoices for trades and swaps.

Example prompts:

  • "Show me my last 20 transactions"

  • "Summarise my buys and sells over the past month"

  • "Pull every BTC transaction this year"

  • "What was the AUD value of my last AVAX trade at the time it executed?"


Trading (swaps)

Every trade is designed as a two-step process to keep you in control:

  1. Estimate — previews the trade, returning the indicative price, fee, and amounts shown to you before anything is placed.

  2. Create — executes the swap after you confirm. The AI then polls for the final status to confirm the trade completed.

Depending on the AI you're using, it may skip the estimate step and place the trade directly.

Tool

What it does

private_swaps_estimate_create

Preview a swap. Returns price, fee, and amounts. Always runs before any trade.

private_swaps_create

Executes a previously estimated swap.

private_swaps_list

Full swap history with status (processing, processed, error, canceled).

private_swaps_retrieve

Single swap by ID — used to confirm final status after execution.

Example prompts:

  • "Get me a quote for buying $50 of SOL." (estimate only)

  • "Buy $50 of SOL." (estimate → confirm → execute)

  • "What would I get if I sold all my DOGE right now?"

  • "Show me my last 20 swaps"


Price triggers (alerts and auto-trades)

Price triggers watch an asset and fire when a target price is hit. They can be configured as alert-only (email and/or SMS notification) or set to automatically place a buy or sell order when the price is reached.

Tool

What it does

private_broker_price_triggers_list

List all your triggers. Filterable by asset, direction, enabled state, and whether a trade is configured.

private_broker_price_triggers_retrieve

Single trigger by ID.

private_broker_price_triggers_create

Create a new price alert or auto-trade trigger.

private_broker_price_triggers_update / _partial_update

Full replace or partial update of an existing trigger.

private_broker_price_triggers_destroy

Delete a trigger by ID.

Example prompts:

  • "Alert me by email and SMS when BTC hits $150,000."

  • "Auto-buy $100 of ETH if the price drops to $3,000."

  • "Show me every active trigger I have."

  • "Disable my SOL trigger without deleting it."

  • "Have any of my triggers fired this month?"


Recurring buys (DCA)

Schedule automatic periodic purchases of any asset — a straightforward way to dollar-cost average into crypto.

Tool

What it does

private_broker_schedules_list

List all your recurring buy schedules.

private_broker_schedules_retrieve

Single schedule by ID.

private_broker_schedules_create

Create a new recurring buy with a chosen asset, AUD amount, and cadence.

private_broker_schedules_update / _partial_update

Full or partial update of an existing schedule.

private_broker_schedules_destroy

Delete a schedule by ID.

Note: Changing the cadence on an existing schedule resets the next run to the current moment unless you also specify a new start date. If you want to change the frequency without triggering an immediate purchase, ask the AI to set a future start date in the same update.

Example prompts:

  • "Set up a weekly recurring buy of $50 into BTC."

  • "DCA $200 a week split evenly between BTC and ETH."

  • "Change my BTC DCA from weekly $50 to fortnightly $100, starting next Monday."

  • "Pause my SOL recurring buy."

  • "Show me all my active schedules and total monthly spend."


Deposit addresses

Tool

What it does

private_wallet_deposit_addresses_list

Returns your deposit address for a given asset. A new address is generated on your first request if none exists. Returns a 404 if the asset is not currently accepting deposits, and a 202 if your address is still being provisioned — in that case, retry shortly.

Example prompts:

  • "What's my BTC deposit address?"

  • "Give me deposit addresses for SOL and ETH."


How trades work — the two-step flow

Every trade is designed as a two-step process to keep you in control. Here's what happens when you say "Buy $50 of BTC":

  1. The AI fetches an estimate, showing you the price, fee, and the BTC amount you'll receive at current market rates.

  2. The AI presents this estimate and waits for your confirmation.

  3. On your "yes", it executes the swap.

  4. It confirms the final status — usually within a few seconds.

Depending on the AI you're using, it may skip the estimate step and place the trade directly.


What the connector can't do

The following are not available via this connector:

  • AUD withdrawals — no withdrawal initiation endpoint

  • Crypto withdrawals (sending to external wallets)

  • Account settings changes (email, password, 2FA, and identity verification) — profile is read-only; all account changes must be made by logging in to Digital Surge directly


Important — please read

The Agentic AI Connector lets your AI app interact with Digital Surge on your behalf. The AI's behaviour depends entirely on the model you're using. Different AIs interpret the same prompt differently, and outputs — including amounts, prices, and which tool is called — are not guaranteed to be accurate.

You are fully responsible for any transactions placed through your AI app, including swaps, recurring buys, and trigger orders.

The connector is a tool, not a financial advisor. It executes what you ask the AI to execute.


Need more help?

If you have any questions, please don’t hesitate to contact our support team.

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