Skip to main content
Glama
MrRolie

mm-ibkr-mcp

by MrRolie

Get Account Summary

get_account_summary
Read-onlyIdempotent

Retrieve account balances, buying power, and margin metrics to assess trading capacity and risk.

Instructions

Get balances, buying power, and margin metrics for an account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
cashNoCash balance in base currency.
currencyYesBase reporting currency, e.g. 'USD'.
accountIdYesIBKR account identifier.
timestampYesTimestamp when the snapshot was taken, ISO 8601.
buyingPowerNoAvailable buying power in base currency.
marginExcessNoMargin excess or deficit (can be negative).
initialMarginNoCurrent initial margin requirement.
netLiquidationYesNet liquidation value in base currency.
maintenanceMarginNoCurrent maintenance margin requirement.

Schema Changelog

Changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. First observedv0.1.0

TDQS

B3.1/5.0
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

Annotations already declare read-only and idempotent behavior, so the description doesn't need to repeat that. However, it adds no extra context about error handling, defaults, or side effects, which is acceptable given the annotations but not enhanced.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is a single, focused sentence with no extraneous words or repetition. It is well-structured and immediately conveys the tool's purpose.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the tool's simplicity and the presence of an output schema, the description adequately covers the essentials. It lacks explicit mention of default behavior or edge cases, but these are not critical for a straightforward read-only retrieval.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters1/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema has zero description coverage, and the tool description fails to explain the account_id parameter—whether it is required, what it represents, or what happens when omitted. The description provides no semantic value beyond the parameter name.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool retrieves account balances, buying power, and margin metrics, specifying the exact resource and data types. This distinguishes it from siblings like get_positions or get_pnl.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines1/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance is provided on when to use this tool versus alternatives, nor any context about prerequisites or typical use cases. It simply states what it does without indicating scenarios.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/MrRolie/mm-ibkr-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server