General info

Brief

CPlugin is a software company building server-side software for MetaTrader brokers. Our cloud products — Toolbox and the WebAPI — are delivered as software as a service (SaaS): there is nothing to download or install on your side, everything is done in the browser through Toolbox.

Toolbox (toolbox.cplugin.com) is the single control panel for everything: organizations, trade platforms, team access, API clients, apps and billing. It replaces the old Admin portal — if a guide ever points you to an "Admin" site, that work now lives in Toolbox.

The platform is made of a few parts:

Toolbox — the cloud control panel (this guide is about it);
Cloud WebAPI — the RESTful + SignalR JSON API for developers (docs);
Authentication server (auth.cplugin.net) — Single Sign-On for the whole family (OpenID / OAuth, built on IdentityServer);
Client area — a portal for your traders to manage their accounts and money transfers.

What you do in Toolbox

Trade Platforms

Connect and configure your MT4, MT5 and MatchTrader servers — Manager API credentials, dealing, execution, symbols, holidays, plugins and journal.

WebAPI

Create API clients, browse data feeds and watch your API usage and pricing for the cloud WebAPI.

Members & access

Invite teammates, set their permissions, and manage who can reach which resources.

Apps

Ready-to-use tools: Trades Blotter, Trades Copier and Quotes Monitor.

Billing

Pricing, current usage, invoices and billing details — pay only for what you use.

Notifications

Wire up alerts (e.g. Telegram) so you hear about issues the moment they happen.

Base concepts

Organization (workspace)

An organization is a logically linked group of resources: members, trade platforms, settings, credentials and so on.

A person can belong to one or many organizations. The first time you sign in, an empty organization is created for you and you become its Administrator. You can invite other people and decide what permissions each of them has — including people who don't have an account yet.

Trade platform

"Trade platform" is the general name for a real trading server — MetaTrader 4, MetaTrader 5 or MatchTrader. The cloud WebAPI talks to it through the platform's Manager API, using the connection details you enter in Toolbox.

Member (user)

A real person's account: an email + password pair. Everyone should use their own account — never share credentials; instead invite as many members as you need into the organization.

API client

A machine-to-machine account used by your own software (not a human). Toolbox generates a hard-to-guess client id and secret — keep the secret somewhere safe, it is shown only once.

Single Sign-On

Authentication and authorization are built on IdentityServer (OpenID + OAuth), so accounts are stored centrally. One login and password gives you access to every CPlugin product. Don't share your credentials — invite the people who need access instead.

Quick start

Everything below runs against the free Sandbox — our staging environment, a full-featured copy of production with no billing and no SLA. The Sandbox lives at pre.toolbox.cplugin.com (Toolbox) and pre.mywebapi.com (WebAPI); production is toolbox.cplugin.com and cloud.mywebapi.com. Build and test as long as you need; billing starts only when you connect to production.

Open toolbox.cplugin.com. If you are not signed in, Toolbox sends you to the authentication server where you can sign in or register a new account. Registration only needs your email — a password is generated and sent to you.

Open Toolbox

Set up your organization

On first sign-in an organization is created automatically and you become its Administrator. Rename it and adjust its details under Settings → General. Use the organization switcher (top of the sidebar) to move between, or create more, organizations.

Add a trade platform

Go to Trade Platforms and click New. Give the platform a Name (any label that's easy to recognise) and pick its Type — MT4, MT5 or MatchTrader. Open the new platform's Settings to enter the Manager API connection (server address, manager login and password) and to tune Dealing, Execution, Symbols, Holidays, Plugins and Journal.

The Manager API account must have enough rights to read and place trades. One trade platform per real server.

Invite your team

Under Settings → Members invite teammates by email and set their permissions. You can invite people who don't have an account yet — they'll get one when they accept.

Create API clients

To drive the WebAPI from your own software, go to WebAPI → API Clients and create a client. You'll get a client id and secret — save the secret immediately, it is shown only once. Then follow Authorization to obtain a token and start calling the API.

IP addresses to whitelist

If your servers sit behind a firewall, allow our addresses so the platform can reach them.

For Toolbox and its services:

142.132.146.30
157.90.214.22
88.198.125.161
128.140.1.243

For WebAPI, use the list in the WebAPI docs.