Copilot

Copilot is an AI-powered assistant that works across the entire TradingGoose workspace — not just workflows. It can manage workflows, MCP servers, skills, custom tools, knowledge bases, deployments, variables, and more. Copilot runs inside the Copilot widget.

Capabilities

Copilot has access to a comprehensive set of tools spanning the entire platform:

Workflow Management

• Edit workflows — add, remove, or reconfigure blocks and connections. Edits stream in real time as inline previews before being committed.
• Deploy workflows — check deployment status and trigger new deployments.
• Run workflows — execute workflows and inspect results.
• Manage variables — get and set global workflow variables.
• View console — retrieve execution logs and streaming output.

Workspace Tools

• Manage MCP servers — create, update, and configure MCP server connections.
• Manage skills — create, edit, and delete reusable skill definitions.
• Manage custom tools — create and edit custom tool schemas and code.
• Knowledge base — query and reference knowledge base documents.

General

• Explain — answer questions about TradingGoose concepts or any workflow in your workspace.
• Plan — for larger tasks, Copilot generates a todo list that tracks progress as it works through each step.
• Reference context — use the @ mention menu to pull in previous chats, other workflows, specific blocks, knowledge-base documents, docs, templates, or execution logs.
• File attachments — attach files directly to a message for additional context.

Access Levels

The access-level toggle in the input bar controls how much autonomy Copilot has.

Supported Models

Copilot supports models from both Anthropic and OpenAI. You can enable or disable individual models in Settings > Copilot. The active model can be switched per-message from the input bar.

Anthropic -- claude-4.5-haiku, claude-4-sonnet, claude-4.5-sonnet, claude-4.1-opus

OpenAI -- gpt-4o, gpt-4.1, gpt-5-fast, gpt-5, gpt-5-medium, gpt-5-high, o3

Models are grouped by capability tier (fast, standard, reasoning). Enabled models sync across the widget and settings so your selection is consistent everywhere.

Setup

Chat Management

Each Copilot session is scoped to the active panel context. The header dropdown lists all past chats grouped by recency (Today, Yesterday, This Week, Last Week, Older). From the header you can:

• Switch chats -- click any previous conversation to resume it.
• Start a new chat -- click the + button in the header to create a fresh session.
• Delete a chat -- hover a chat entry and click the trash icon. A confirmation dialog prevents accidental deletion.

Chat state persists across page reloads and panel resizes. When a widget is paired with an editor panel, the chat channel is scoped to that specific panel so you can run independent conversations side by side.

Editor Integration

Copilot is context-aware — when paired with an editor panel, it automatically includes the active context (workflow, indicator, skill, MCP server, or custom tool) when sending messages, so it can reference and modify the correct resources without extra prompting.

When Copilot streams a response that includes tool calls (for example adding a block, creating a skill, or configuring an MCP server), each action is rendered as an inline preview. In Limited mode you approve or reject each change; in Full mode changes are applied automatically.

If you need to undo a Copilot action, you can revert or edit any previous message directly in the chat. Messages after the edited point are dimmed to indicate they will be regenerated.

Billing

Copilot usage is billed per token from the underlying LLM provider:

• Input tokens -- billed at the provider's base rate (at-cost).
• Output tokens -- billed at 1.5x the provider's base output rate.

cost = (inputTokens * inputPrice + outputTokens * outputPrice * 1.5) / 1_000_000