Update to DB Investing AI

{
  "description": "Draft, confirm, cancel, close, or modify MT5 trades in ChatGPT with the inline confirm card and CRM permissions.",
  "included_files": [],
  "name": "trade-workflow",
  "skill_md_contents": "---\r\nname: trade-workflow\r\ndescription: Draft, confirm, cancel, close, or modify MT5 trades in ChatGPT with the inline confirm card and CRM permissions.\r\n---\r\n\r\nUse this skill when the user wants to **propose** or **change** trades on their linked MT5 logins—not for investment advice.\r\n\r\n## Preconditions\r\n\r\n1. User connected DB Investing via OAuth in ChatGPT.\r\n2. CRM **Propose trades** (not analyze-only) and **MT5 consent** enabled on dbinvesting.ai.\r\n3. ChatGPT app **Allow all actions** (or approve each confirm tool).\r\n\r\n## Connection check (before trading)\r\n\r\nOAuth success does **not** prove MT5 works. Run:\r\n\r\n1. `list_mt5_accounts` — only use logins returned here.\r\n2. `get_account_snapshot` or `get_risk_status` on the chosen login — if this fails, stop and explain reconnect / permissions; do not draft trades.\r\n\r\nUse `get_trading_permissions` when confirm is blocked or mode is unclear.\r\n\r\n## Account and symbols\r\n\r\n- Ask which login or pick one **explicitly** from `list_mt5_accounts`; do not guess “main” account.\r\n- For symbols: `search_symbols` or `get_quotes` with `login` — **never** guess broker suffixes (`.s`, `.b`, `.m`, etc.).\r\n\r\n## Tool sequence\r\n\r\n| User goal | Tools (in order) |\r\n|-----------|------------------|\r\n| Open market order | Connection check → `draft_trade_instruction` (once) → user confirms on card → `confirm_trade_instruction` |\r\n| Close position | `get_positions` → `draft_close_position_instruction` with **ticket** → confirm → `confirm_trade_instruction` |\r\n| Change SL/TP | `get_positions` → `draft_modify_position_instruction` with **ticket** → confirm → `confirm_trade_instruction` |\r\n| Cancel before MT5 | `cancel_trade_prepare` |\r\n| Refresh quote on card | `refresh_trade_quote` |\r\n\r\n## Rules\r\n\r\n- One `draft_*` call per user intent; no `render_trade_confirm_card` in the same turn.\r\n- No `confirm_trade_instruction` without explicit user approval on the card.\r\n- After `executed: true`, reply with execution markdown only — no second confirm or new draft in that turn.\r\n- If confirm **fails** or times out: **do not** immediately retry confirm or re-draft. Call `get_trade_activity` (channel chatgpt_mcp) and/or `get_positions` first; only draft again if nothing filled.\r\n- `cancel_trade_prepare` voids a draft only; after fill use close flow with a real ticket.\r\n\r\n## Read-only follow-ups\r\n\r\n`get_risk_status`, `get_positions`, `get_quotes`, `get_trade_activity`.\r\n\r\nSee `../get-started/SKILL.md` for connect and revoke.\r\n"
}