Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IB_USERNAME | No | Your Interactive Brokers username (required when IB_HEADLESS_MODE is true) | |
| IB_HEADLESS_MODE | No | Enable headless mode for automated environments or when you prefer not to use a browser for authentication | false |
| IB_PASSWORD_AUTH | No | Your Interactive Brokers password (required when IB_HEADLESS_MODE is true) |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| authenticate | Authenticate with Interactive Brokers. Usage: |
| get_account_info | Get account information and balances. Usage: |
| get_positions | Get current positions. Usage: |
| get_market_data | Get real-time market data. Usage: |
| place_order | Place a trading order. Examples:
|
| get_order_status | Get the status of a specific order. Usage: |
| get_live_orders | Get all live/open orders for monitoring and validation. Usage: |
| confirm_order | Manually confirm an order that requires confirmation. Usage: |
| get_alerts | Get all trading alerts for an account. Usage: |
| create_alert | Create a new trading alert. Usage: |
| activate_alert | Activate a previously created alert. Usage: |
| delete_alert | Delete an alert. Usage: |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |