Product
MetaTrader API
An API that connects your CRM to MetaTrader 4 and MetaTrader 5, so accounts, balances and trading data move between them without manual work.
Why it exists
The problem
Your CRM and client portal need to talk to the trading platform. New clients need trading accounts, deposits and withdrawals need to reach the right balance, and clients expect to see their accounts and trades in the portal.
Without a dependable connection, back-office staff re-key the same details into the platform's manager terminal. It is slow, it does not scale with client numbers, and every typo becomes a balance error or a support ticket.
Process
How it works
- Step 1
Connect
We install and configure the API for your MT4 or MT5 server and give your CRM secure, authenticated access.
- Step 2
Integrate
Your CRM, in-house or third-party, calls the API for the operations it needs. We support your developers or build the integration for you.
- Step 3
Test
Every operation is tested end to end against a demo server before your CRM connects to the live platform.
- Step 4
Run
Accounts, balance operations and data flow between CRM and platform automatically, and we monitor and maintain the connection.
Features
Key features
Account creation
Open trading accounts on the platform directly from your CRM when a client is approved.
Deposits and withdrawals
Post balance operations from the CRM so payments reach the trading account without manual entry.
Account management
Update account settings such as group and leverage from your back office.
Account and trading data
Read balances, equity, open positions and trade history to show in your client portal and back office.
MT4 and MT5
One integration approach for both platforms, so brokers running both do not need two separate projects.
Secure access
Authenticated access, limited to the operations you allow, with activity logged for review.
Benefits
What your team gains
No double entry
Client and payment details are entered once in the CRM, not again in the platform.
Faster onboarding
Approved clients get trading accounts straight away instead of waiting for manual setup.
Better client experience
Clients see up-to-date accounts and trades in your portal without contacting support.
Room to grow
Back-office workload stays flat as client numbers rise.
Compatibility
MetaTrader API works with MetaTrader 4 and MetaTrader 5 servers and the CRM you already use.
- MetaTrader 4 server
- MetaTrader 5 server
- In-house or third-party broker CRMs
- Installed, configured and maintained by Virtus Systems engineers
FAQ
MetaTrader API: common questions
Which CRMs can connect to MetaTrader API?
Any CRM that can call an external API, whether it was built in-house or bought from a third party. We can help your developers integrate it or build the integration ourselves.
Does it work with both MT4 and MT5?
Yes. MetaTrader API connects to MetaTrader 4 and MetaTrader 5 servers.
What can the CRM do through the API?
Open trading accounts, post deposits and withdrawals, update account settings, and read account and trading data for your portal and back office. We confirm the exact set of operations you need during setup.
Is the connection secure?
Access is authenticated and limited to the operations you permit, and activity is logged. We agree the security setup with your team before going live.
Can you build the CRM integration for us?
Yes. Our team can build and maintain the integration, or deliver a complete CRM and client portal through our Website & CRM service.
Related
Related services
Website & CRM
Broker websites, client portals and CRM back offices, integrated with your trading platforms and payment providers.
Fintech Software & Plugins
MT4/MT5 server plugins, manager tools, back-office automation and integrations, written in-house by C++ engineers.
MT5 Setup & Maintenance
Server architecture, configuration, plugins and daily administration for MetaTrader 5, with managed hosting included.
See MetaTrader API in action
Book a demo on a test environment and see how it fits your operations.