Practical guides for MT5 brokers
These guides cover decisions brokers face when they modernise their stack: how to let AI assistants read data safely, how to evaluate a trader’s room, how to sync MT5 with a CRM using webhooks, and how to use AI in client support. Each one is written to be useful whichever vendor you choose.
Written for the questions brokers bring to demos
Every guide here is vendor-neutral. We wrote them for the questions brokers bring to demos: what to check, what can go wrong and how to keep control of client data.
Read the guides
MCP permission model for brokers
How to design scopes, consent, audit and revocation when AI assistants connect to broker data.
Read more
Choosing a trader’s room: checklist
A vendor-neutral checklist for evaluating a client area for MT5.
Read more
MT5 webhooks for CRM sync
Polling vs webhooks, typical events, retries, idempotency, signatures and sandbox testing.
Read more
AI in broker client support
Use cases, guardrails, human handoff, languages and how to measure quality.
Read more
Glossary
Short definitions of brokerage technology terms, from liquidity bridges to MCP.
Read moreStart here by role
Planned guides
- Migrating from an existing CRM to a new back officeComing soon
- Copy trading risk controls for brokersComing soon
- White-label web terminal: what to evaluateComing soon
- Running multiple brands on one MT5 setupComing soon
Have a question these guides do not answer?
Talk to the XFIV team about your MT5 setup and what you want to change.
Last reviewed 2026-10-29