IB Analytics MCP Server

--- description: Fetch latest trading data from IB Flex Query API allowed-tools: Read, Bash(python:*), mcp__ib-sec-mcp__fetch_ib_data argument-hint: [--multi-account|--start-date|--end-date] --- # Fetch Latest Data Fetch the most recent trading data from Interactive Brokers Flex Query API. ## What This Command Does 1. Loads credentials from `.env` file 2. Determines appropriate date range: - Start: Beginning of current year OR last data fetch date + 1 day - End: Today 3. Fetches data using FlexQueryClient 4. Saves to `data/raw/` with standardized filename ## Steps to Execute 1. Load Config from `.env` 2. Check `data/raw/` for most recent file to determine date range 3. Initialize FlexQueryClient with credentials 4. Call `fetch_statement()` with calculated date range 5. Save raw CSV data to `data/raw/[account_id]_[from]_[to].csv` 6. Display success message with file location ## Multi-Account Support If $ARGUMENTS contains `--multi-account` or multiple accounts are configured: - Use `fetch_all_statements_async()` for parallel fetching - Save separate file for each account ## Arguments $ARGUMENTS can specify: - `--multi-account`: Fetch all configured accounts - `--start-date YYYY-MM-DD`: Override start date - `--end-date YYYY-MM-DD`: Override end date ## Example Usage ``` /fetch-latest /fetch-latest --multi-account /fetch-latest --start-date 2025-01-01 ``` ## Error Handling - If credentials missing: Display helpful error about .env setup - If API fails: Retry with exponential backoff (3 attempts) - If network error: Suggest checking connection This command ensures you always have up-to-date data for analysis.