Market research and monitoring
Schwab integrations support quotes, market depth, charts and alerts. The desk brings together options flow, gamma exposure, dark-pool context, scanners and multiple timeframes.
Morpheus · Custom client build
An agent built around the expert.
A stock day trader who also runs several companies needs tools that understand both the market and the business. Celaya Solutions built a custom agent, its trading desk and the connections between the owner’s working systems.
Morpheus and Morpheus Trading Desk are public aliases. The client’s identity and original project names are withheld.
01 · The brief
One expert. Several working worlds.
The brief called for more than a general chat interface: market analysis, brokerage tools, accounting records, company files, work boards and fleet information needed to be available through an agent built for the owner’s workflow.
Christopher Celaya designed and built the custom agent workflows, trading desk, integrations and deployment. The custom engineering connects an existing agent runtime and third-party services; its scope is the working system around the client’s expertise.
02 · The connected system
Morpheus operates through the desk and the business tools.
The agent has purpose-built interfaces to retrieve information, run supported scans, submit structured setups and request configured actions. Morpheus Trading Desk provides the market workspace and records for that work.
The expert
Questions, trading plans and business priorities
Custom agent
Morpheus
Custom agent workflows and tool coordination
Morpheus Trading Desk
Market context, scanners, setups, outcomes and configured trading actions
Business tools
Accounting, company files, work boards, field jobs and fleet information
03 · What was connected
Specialist tools, brought into one workflow.
Brokerage and desk actions
Interactive Brokers connects brokerage workflows to the system. The agent includes guarded paper-order tools; the desk also supports separately configured trading actions, with account mode and execution gates governing availability.
Accounting
QuickBooks integrations retrieve financial records, receivable and payable aging, and profit-and-loss reports. The tools also support creating records and sending accounting documents.
Files and work boards
Dropbox tools find, retrieve, upload and organize documents. Monday.com integrations find work items, create tasks, update fields and move items between stages.
Field work and fleet visibility
Field-service tools connect customers, jobs, schedules, crews, charges and job stages. GPS integrations provide vehicle locations, history, reports, geofences and alerts.
Operational checks
The desk exposes feed health and scanner freshness, distinguishes connected data from saved examples, and keeps uncertain setup outcomes visible when market data is missing.
04 · Agent and desk in practice
From market context to a reviewable record.
This implemented workflow shows how the two parts work together. It describes system behavior rather than a client trade or a performance result.
Read the context
Morpheus retrieves market data and scanner output from the desk.
Submit a setup
The agent sends a structured setup through a signed request.
Validate and record
The desk checks the request, rejects duplicate submissions, captures market context and records the configured gate decision.
Review the outcome
The desk shares updates and a scoreboard. Open, expired and unverified outcomes remain distinct from decided samples.
Trading actions follow a separate configured execution path. Recording a setup does not mean an order was placed or filled.
05 · Evidence and scope
A private client build, explained through its implementation.
This case study combines the builder’s account of the client engagement with a review of the agent and desk source. It documents custom engineering across a real client brief, with the client’s identity removed.
The integration scope is visible in the implementation. Current account connections, live configuration and trading results were not tested for this public case study. No return, time-saving or reliability figure is claimed.
Market-data access depends on provider entitlements. Some context is retrieved as timestamped snapshots; the interface can use saved examples when a live source is unavailable.
Built for your field
Bring the expertise. Define the work.
If your work spans specialist tools, start with the decisions, information and actions you need to connect. We can scope a custom agent around those needs and agree how to evaluate it.