"""
Example usage of IBKR MCP Server tools
This script demonstrates how the MCP tools would be used.
Note: This is for reference only - actual usage is through Claude Desktop.
"""
# Example tool calls and expected responses
example_workflow = """
# Example 1: Connect and check account
User: "Connect to my IBKR paper trading account"
Tool: connect_ibkr
Args: {"host": "127.0.0.1", "port": 7497, "client_id": 1}
Response: "Successfully connected to IBKR at 127.0.0.1:7497"
User: "What's my account balance?"
Tool: get_account_summary
Response: {
"TotalCashValue": "50000.00 USD",
"NetLiquidation": "52450.00 USD",
"BuyingPower": "200000.00 USD",
"RealizedPnL": "1250.00 USD",
"UnrealizedPnL": "2450.00 USD"
}
# Example 2: Check positions
User: "What positions do I have?"
Tool: get_positions
Response: [
{
"symbol": "AAPL",
"position": 100,
"avgCost": 150.25,
"marketPrice": 175.50,
"marketValue": 17550.00,
"unrealizedPNL": 2525.00
},
{
"symbol": "MSFT",
"position": 50,
"avgCost": 340.00,
"marketPrice": 355.75,
"marketValue": 17787.50,
"unrealizedPNL": 787.50
}
]
# Example 3: Get market data
User: "What's the current price of TSLA?"
Tool: get_market_data
Args: {"symbol": "TSLA", "exchange": "SMART", "currency": "USD"}
Response: {
"symbol": "TSLA",
"bid": 245.30,
"ask": 245.35,
"last": 245.32,
"close": 244.50,
"volume": 45678900,
"high": 248.75,
"low": 243.10
}
# Example 4: Historical data
User: "Show me Apple's stock price over the last week"
Tool: get_historical_data
Args: {
"symbol": "AAPL",
"duration": "1 W",
"bar_size": "1 day",
"what_to_show": "TRADES"
}
Response: [
{
"date": "2026-01-13",
"open": 172.50,
"high": 174.20,
"low": 171.80,
"close": 173.45,
"volume": 52341000
},
{
"date": "2026-01-14",
"open": 173.50,
"high": 175.80,
"low": 173.10,
"close": 175.20,
"volume": 58923000
},
...
]
# Example 5: Place an order
User: "Buy 10 shares of Microsoft at market price"
Tool: place_order
Args: {
"symbol": "MSFT",
"action": "BUY",
"quantity": 10,
"order_type": "MKT"
}
Response: {
"order_id": 12345,
"status": "Submitted",
"symbol": "MSFT",
"action": "BUY",
"quantity": 10,
"order_type": "MKT"
}
# Example 6: Place a limit order
User: "Sell 5 shares of Apple with a limit price of $180"
Tool: place_order
Args: {
"symbol": "AAPL",
"action": "SELL",
"quantity": 5,
"order_type": "LMT",
"limit_price": 180.00
}
Response: {
"order_id": 12346,
"status": "Submitted",
"symbol": "AAPL",
"action": "SELL",
"quantity": 5,
"order_type": "LMT",
"limit_price": 180.00
}
# Example 7: Check open orders
User: "What orders do I have open?"
Tool: get_open_orders
Response: [
{
"order_id": 12346,
"symbol": "AAPL",
"action": "SELL",
"quantity": 5,
"order_type": "LMT",
"status": "Submitted",
"filled": 0,
"remaining": 5
}
]
# Example 8: Cancel an order
User: "Cancel order 12346"
Tool: cancel_order
Args: {"order_id": 12346}
Response: "Order 12346 cancelled"
# Example 9: Get executions
User: "Show me my trades from today"
Tool: get_executions
Args: {"days": 1}
Response: [
{
"symbol": "MSFT",
"side": "BOT",
"shares": 10,
"price": 355.75,
"time": "20260118 10:30:15",
"exec_id": "0000e0d1.65a2b3c4.01.01"
}
]
# Example 10: Get option chain
User: "Show me the option chain for SPY"
Tool: get_option_chain
Args: {"symbol": "SPY", "exchange": "SMART"}
Response: [
{
"exchange": "SMART",
"expirations": [
"20260220",
"20260320",
"20260417",
...
],
"strikes": [
480.0, 482.0, 484.0, 486.0, 488.0,
490.0, 492.0, 494.0, 496.0, 498.0,
...
]
}
]
# Example 11: Disconnect
User: "Disconnect from IBKR"
Tool: disconnect_ibkr
Response: "Disconnected from IBKR"
"""
if __name__ == "__main__":
print(example_workflow)
print("\n" + "="*60)
print("These are example interactions with the IBKR MCP Server")
print("Actual usage is through Claude Desktop after configuration")
print("="*60)
