Interactive Brokers MCP Server
Interactive Brokers MCPサーバー
免責事項: これはコミュニティによって開発された非公式のMCPサーバーであり、Interactive Brokersとは一切関係がなく、推奨もされていません。このソフトウェアはアルファ版であり、完全に動作しない可能性があります。
Interactive Brokersの取引プラットフォームとの統合を提供するModel Context Protocol (MCP) サーバーです。このサーバーを使用すると、AIアシスタントがあなたのIB口座と対話し、市場データの取得、ポジションの確認、注文の発注を行うことができます。
🔒 セキュリティに関する注意

Related MCP server: Interactive Brokers MCP Server
機能
Interactive Brokers API統合: 口座管理、ポジション追跡、リアルタイム市場データ、注文管理(成行、指値、逆指値注文)を含む完全な取引機能
Flex Queryサポート: Flex Queryを実行して、口座明細、約定確認、履歴データを取得します。クエリは自動的に記憶され、簡単に再利用できます
柔軟な認証: ブラウザベースのOAuth認証、または自動化環境向けの資格情報を使用したヘッドレスモードを選択可能
簡単なセットアップ:
npxで直接実行可能 - Dockerや追加のインストールは不要です。すべてのプラットフォーム向けに設定済みのIB GatewayとJavaランタイムが含まれています
セキュリティに関する注意
重要な警告:
財務リスク: 取引には多額の損失リスクが伴います。必ず最初にペーパートレードでテストしてください。
セキュリティ: このソフトウェアは機密性の高い財務データを扱います。ローカル環境でのみ実行し、公開サーバーでは決して実行しないでください。
無保証: この非公式ソフトウェアにはいかなる保証もありません。自己責任で使用してください。
投資助言ではありません: このツールは自動化のみを目的としており、投資助言ではありません。
前提条件
追加のインストールは不要です! このパッケージには以下が含まれています:
すべてのプラットフォーム(Linux、macOS、Windows)向けの事前設定済みIB Gateway
IB Gateway用のJava Runtime Environment (JRE)(Alpineベースのコンテナ(例:
node:lts-alpine、supergateway)用のmusl-libcビルドを含む)必要なすべての依存関係
必要なものは以下の通りです:
Interactive Brokers口座(ペーパーまたはライブ取引)
Node.js 18以上(MCPサーバー実行用)
クイックスタート
このMCPサーバーをCursor/Claudeの設定に追加してください:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"]
}
}
}サーバーを初めて使用する際、Interactive BrokersのOAuth認証フローのためにWebブラウザウィンドウが自動的に開きます。IBの資格情報でログインし、接続を承認してください。
ヘッドレスモードの設定
自動化環境や、認証にブラウザを使用したくない場合は、MCPサーバーの設定でヘッドレスモードを有効にできます:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_HEADLESS_MODE": "true",
"IB_USERNAME": "your_ib_username",
"IB_PASSWORD_AUTH": "your_ib_password"
}
}
}
}
ヘッドレスモードでは、サーバーはブラウザウィンドウを開かずに資格情報を使用して自動的に認証を行います。これは以下の場合に便利です:
自動取引システム
ディスプレイのないサーバー環境
CI/CDパイプライン
ブラウザの操作が望ましくない状況
重要: ヘッドレスモードであっても、Interactive Brokersが二要素認証(2FA)を要求する場合があります。2FAがトリガーされた場合、ヘッドレス認証は、あなたが設定した方法(モバイルアプリ、SMSなど)で2FAプロセスを完了するのを待機してから続行します。
ペーパートレードを有効にするには、環境変数に "IB_PAPER_TRADING": "true" を追加してください:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_HEADLESS_MODE": "true",
"IB_USERNAME": "your_ib_username",
"IB_PASSWORD_AUTH": "your_ib_password",
"IB_PAPER_TRADING": "true"
}
}
}
}セキュリティ上の注意: 資格情報は安全に保管し、バージョン管理システムには決してコミットしないでください。環境変数ファイルや安全な資格情報管理システムの使用を検討してください。
Flex Queryの設定(オプション)
口座明細や履歴データを取得するためにFlex Queryを使用するには、Flex Web Serviceトークンを設定する必要があります:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_FLEX_TOKEN": "your_flex_token_here"
}
}
}
}Flexトークンの取得方法:
Interactive Brokers口座管理にログインします
設定 → 口座設定 に移動します
レポート → Flex Web Service に移動します
Flex Web Serviceトークンを生成または取得します
Flex Web Serviceを有効にする詳細な手順については、IB Flex Web Serviceガイドを参照してください。
Flex Queryの作成:
口座管理の レポート → Flex Query に移動します
クエリテンプレートを作成またはカスタマイズします
クエリの横にある情報アイコンをクリックして、クエリIDを確認します
Flex Queryの作成とカスタマイズに関する完全なガイドについては、IB Flex Queriesガイドを参照してください。
注: Flex Queryを初めて実行すると、MCPサーバーはAPIから取得した名前で自動的に保存します。今後の実行では、IDまたは保存された名前でクエリを参照できます。
Flex Queryの機能:
自動メモリ: Flex Queryを実行すると、将来の使用のために自動的に保存されます
簡単な再利用: 以前に使用したクエリは記憶されるため、クエリIDを繰り返しコピーする必要はありません
フレンドリーネーム: クエリを初めて実行する際に、オプションでわかりやすい名前を付けることができます
クエリの削除:
forget_flex_queryツールを使用して、不要になったクエリを削除できます
設定変数
機能 | 環境変数 | コマンドライン引数 |
ユーザー名 |
|
|
パスワード |
|
|
ヘッドレスモード |
|
|
ペーパートレード |
|
|
認証タイムアウト |
|
|
Flexトークン |
| N/A |
読み取り専用モード |
|
|
利用可能なMCPツール
取引および口座管理
ツール | 説明 |
| 口座情報と残高を取得 |
| 現在のポジションと損益を取得 |
| シンボルのリアルタイム市場データを取得 |
| 成行、指値、または逆指値注文を発注(読み取り専用モードが無効な場合のみ) |
| 注文の執行状況を確認 |
| 監視用にすべてのアクティブ/未決済注文を取得 |
Flex Query (IB_FLEX_TOKENが必要)
ツール | 説明 |
| Flex Queryを実行して明細を取得(再利用のために自動保存) |
| 以前に使用したすべてのFlex Queryを一覧表示 |
| 保存されたFlex Queryをメモリから削除 |
トラブルシューティング
認証の問題:
自動的に開くWebインターフェースを使用してください
必要な二要素認証をすべて完了してください
ライブ取引が失敗する場合は、ペーパートレードモードを試してください
サポート
このサーバー: このリポジトリでIssueを作成してください。
ライセンス
MITライセンス - 詳細はLICENSEファイルを参照してください。
貢献者に感謝
このプロジェクトをより良くするために貢献してくださったすべての方々に深く感謝いたします。
Available Tools
14 toolsactivate_alertA
Activate a previously created alert. Usage: { "accountId": "<id>", "alertId": "<alertId>" }.
| Name | Required | Description | Default |
|---|---|---|---|
| alertId | Yes | ||
| accountId | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description bears the full burden of behavioral disclosure. It only states 'activate' and gives a usage example. It does not describe side effects, authentication needs, idempotency, or what happens if the alert is already active. The lack of detail limits transparency.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise: one sentence and a code block. It is front-loaded with the purpose. Every part earns its place; the code block helps agent understand the exact structure expected, which is useful despite schema repetition.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple tool with two string parameters and no output schema, the description is minimally adequate. It states the action and gives a usage example, which covers basic usage. However, it omits details like response format, error conditions, and prerequisites (e.g., alert must exist). Given the lack of annotations, it feels slightly incomplete.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has no descriptions for parameters, and the schema description coverage is 0%. The description only provides a usage example with placeholders (`<id>`, `<alertId>`) but adds no semantic meaning about what these IDs represent or their format. This adds minimal value beyond the parameter names.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the action: 'Activate a previously created alert.' It uses a specific verb ('activate') and resource ('alert'). The sibling tools (create_alert, delete_alert, get_alerts) are distinct, so the agent can differentiate this tool for activation only.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description explicitly mentions that the alert must be 'previously created,' providing context for when to use the tool. It includes a usage example with the required JSON structure. However, it does not specify when not to use it (e.g., if the alert is already active) or mention alternatives, but the sibling names fill some gaps.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
authenticateA
Authenticate with Interactive Brokers. Usage: { "confirm": true }.
| Name | Required | Description | Default |
|---|---|---|---|
| confirm | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must fully disclose behaviors. It only states 'Authenticate' and gives a usage example, omitting what happens upon success (e.g., session token), error states, or side effects. This is insufficient for understanding the tool's full impact.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise with two short sentences. No extraneous information is included. Every element (action, target, usage example) serves a clear purpose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's low complexity (single parameter, no output schema), the description provides the essential action and parameter usage. However, it lacks details on return values or post-authentication state, which would be helpful for an authentication tool. It is minimally adequate.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, so the description must compensate. It does so partially by providing a usage example (`{"confirm": true}`) that clarifies the parameter's purpose as a confirmation flag. However, it does not explain why confirmation is required or what it safeguards against.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description explicitly states the tool's action ('Authenticate') and target ('Interactive Brokers'). This is a specific verb+resource combination that distinguishes it from sibling tools like 'activate_alert' or 'place_order'.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description implies usage for initial authentication but provides no explicit guidance on when to use versus alternatives (e.g., re-authentication). No exclusion conditions or prerequisites are mentioned.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
confirm_orderB
Manually confirm an order that requires confirmation. Usage: { "replyId": "742a95a7-55f6-4d67-861b-2fd3e2b61e3c", "messageIds": ["o10151", "o10153"] }.
| Name | Required | Description | Default |
|---|---|---|---|
| replyId | Yes | ||
| messageIds | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided. Description only says 'manually confirm' without explaining side effects, required permissions, or what happens upon success/failure. The example only shows parameter structure, not behavior.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Very concise, two sentences. No unnecessary words. Could be slightly improved by separating example from usage context, but still efficient.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Lacks critical context: no output schema, no prerequisites, no error handling details. Given the tool modifies state (confirms order), description should be more comprehensive.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 0%. Description provides an example mapping replyId and messageIds but does not explain their meanings or constraints beyond the schema definition.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Clearly states verb 'confirm' and resource 'order', specifying that it is for orders requiring manual confirmation. Distinguishes from sibling tools like place_order, get_order_status, etc.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Implies usage when an order needs confirmation, but does not explicitly state when to use or avoid this tool. No mention of alternatives or prerequisites.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
create_alertC
Create a new trading alert. Usage: { "accountId": "<id>", "alertRequest": { "alertName": "Price Alert", "conditions": [{ "conidex": "265598", "type": "price", "operator": ">", "triggerMethod": "last", "value": "150" }] } }.
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes | ||
| alertRequest | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must fully disclose behavior. It only says 'Create a new trading alert' with an example, but does not mention side effects (e.g., duplicate handling, permissions, or any irreversible changes). The description is minimal.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is one short sentence with an illustrative code block. It is front-loaded and concise, though the example is lengthy. It could be slightly more structured, but it is effective.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
No output schema is present, and the description does not mention return values, error conditions, or behavior with optional fields. Given the nested object complexity, more context is needed for complete understanding.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 0% description coverage, so the description must compensate. The usage example partially explains parameters (e.g., accountId, alertRequest with conditions), but many fields in the schema (e.g., alertMessage, expireTime) are not described. The example provides a concrete pattern but lacks full semantics.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool's purpose: 'Create a new trading alert.' The usage example provides concrete context, making the action unmistakable. However, it does not differentiate from sibling tools like activate_alert or delete_alert, though those are distinct actions.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance is given on when to use this tool versus alternatives (e.g., modify_alert or activate_alert). There is no mention of prerequisites, constraints, or when not to use it. A user must infer from context alone.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
delete_alertC
Delete an alert. Usage: { "accountId": "<id>", "alertId": "<alertId>" }.
| Name | Required | Description | Default |
|---|---|---|---|
| alertId | Yes | ||
| accountId | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must carry the full burden. It only states 'Delete an alert', implying a destructive action, but omits details on side effects, permissions, or reversibility.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise with two short sentences. It is front-loaded with the action and followed by a usage example. No unnecessary words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the tool's simplicity (2 required params, no output schema), the description is insufficient. It lacks parameter semantics, usage guidelines, and behavioral details, leaving the agent with minimal decision support.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The input schema has 0% description coverage, and the description only repeats the structure without explaining the purpose or acceptable values of accountId and alertId.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Delete an alert' with a verb and resource. It distinguishes from sibling tools like create_alert and activate_alert. However, it lacks context on scope or irreversibility.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
No guidance on when to use this tool versus alternatives (e.g., deactivating an alert). The description only provides a usage example but no situational advice.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_account_infoB
Get account information and balances. Usage: { "confirm": true }.
| Name | Required | Description | Default |
|---|---|---|---|
| confirm | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, and the description does not disclose behavioral traits such as whether confirmation is required for safety, side effects, or permissions needed. The example implies a confirmation step but does not explain its implications.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is two sentences, concise and front-loaded with the purpose. However, it could be slightly expanded without losing conciseness to include more context or usage hints.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given the lack of output schema and annotations, the description is too brief. It does not specify what account information or balances are returned, prerequisites, or any other details necessary for an agent to use the tool confidently.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema has 0% description coverage for parameters, so the burden falls on the description. The description shows the usage format with `confirm: true`, adding minimal meaning beyond the schema's const requirement. It does not explain why confirm is needed or any constraints.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description explicitly states 'Get account information and balances', which is a specific verb and resource. This clearly distinguishes it from sibling tools like get_positions and get_order_status, which focus on different aspects.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides a usage example but gives no guidance on when to use this tool versus alternatives. With many sibling tools, this omission makes it difficult for an AI agent to select the correct tool without additional context.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_alertsC
Get all trading alerts for an account. Usage: { "accountId": "<id>" }.
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description carries the full burden. It only states that alerts are retrieved, with no mention of side effects, authentication requirements, rate limits, or behavior details. For a read operation, this is minimal.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is very short and front-loaded with the purpose. The usage example is clearly formatted. However, it could include more context without being overly verbose.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema and no annotations, the description lacks completeness. It doesn't describe return values, error conditions, or pagination. For a simple parameter tool, some additional context is expected.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema has 0% description coverage, and the description only gives a usage example for accountId without explaining what it represents, its format, or constraints. This adds minimal meaning beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description uses a specific verb ('Get') and resource ('trading alerts'), clearly stating what the tool does and distinguishing it from sibling tools like create_alert or delete_alert.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides a usage example but offers no guidance on when to use this tool versus alternatives like get_account_info or get_live_orders. No when-not-to-use context is given.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_live_ordersA
Get all live/open orders for monitoring and validation. Usage: {} for all accounts or { "accountId": "<id>" } for a specific account. This is the recommended way to validate that market orders were executed successfully after placing them.
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description must cover behavioral traits. It implies read-only but does not explicitly state safety, authentication needs, or rate limits. Lacks disclosure of side effects or limitations.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two sentences with a usage example, no wasted words. Front-loaded with the primary purpose and immediately usable information.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given no output schema, the description does not describe the return format. It covers the core functionality well but omits details on response structure and edge cases. Acceptable for a simple list tool but incomplete for richer context.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With 0% schema description coverage, the description compensates by explaining the optional 'accountId' parameter and its effect (all accounts vs. specific). Adds clear meaning beyond the schema's type-only specification.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'get' and the resource 'live/open orders' with a defined purpose 'for monitoring and validation.' It distinguishes from 'get_order_status' by focusing on live orders, though not explicitly differentiating from all siblings.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides concrete usage examples and a specific recommendation for validating market orders after placement. Does not explicitly state when not to use or list alternatives, but the context is clear.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_market_dataA
Get real-time market data. Usage: { "symbol": "AAPL" } or { "symbol": "AAPL", "exchange": "NASDAQ" }.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | ||
| exchange | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so the description carries full burden. It mentions 'real-time' but lacks details on rate limits, data freshness, or error handling. Behavioral transparency is minimal.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
Two short sentences, front-loaded with purpose followed by examples. No wasted words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple 2-parameter tool with no output schema, the description covers the essential purpose and usage. Could add return format or error information, but sufficient for basic understanding.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With 0% schema coverage, the description must compensate. It shows usage examples but adds no additional semantics beyond parameter names and types. No format or constraints explained.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool retrieves real-time market data, with the verb 'Get' and specific resource. It is distinct from sibling tools like place_order or get_account_info.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides explicit usage examples showing required and optional parameters. It implies when to use the tool but does not specify when not to use or mention alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_option_chainA
Get option expirations and strikes for an underlying symbol. Usage: { "symbol": "AAPL" } or { "symbol": "AAPL", "exchange": "SMART" }.
| Name | Required | Description | Default |
|---|---|---|---|
| symbol | Yes | ||
| exchange | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations provided, so description carries full burden. It does not disclose behavioral traits such as whether the tool is read-only, data freshness, rate limits, or what exactly is returned beyond 'expirations and strikes'. This is a significant gap for a read operation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
One sentence plus a concise code block. Purpose is front-loaded in the first sentence. Every part is essential and no extra verbiage.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
For a simple tool with 2 parameters and no output schema, the description is minimally adequate. It specifies the core functionality and gives examples, but does not fully describe the return structure (e.g., whether it returns separate lists for calls/puts) or edge cases. Could be more complete given no annotations.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema description coverage is 0%, but the description adds value by providing example values ('AAPL', 'SMART') which help clarify parameter usage. However, it does not explain what 'symbol' or 'exchange' mean beyond their names, and lacks details on expected formats or constraints.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
Description clearly states the verb 'Get' and the resource 'option expirations and strikes for an underlying symbol'. It distinguishes from sibling tools like get_market_data and get_positions, which serve different purposes. Usage examples further clarify the tool's scope.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides explicit usage examples with common parameters, showing how to invoke the tool (e.g., with symbol alone or with exchange). However, no when-not-to-use or alternative tool suggestions are given, though sibling tools like resolve_option_conid exist.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_order_statusA
Get the status of a specific order. Usage: { "orderId": "12345" }.
| Name | Required | Description | Default |
|---|---|---|---|
| orderId | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, and the description only states the basic functionality. It does not disclose potential behaviors such as required permissions, rate limits, or that it is a read-only operation.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise, consisting of a single sentence and an example. It is front-loaded and wastes no words.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
With no output schema and no annotations, the description fails to explain the return format or any additional context about the response, leaving the agent uninformed about what to expect.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The example usage adds context for the 'orderId' parameter, but with 0% schema description coverage, the description could elaborate on the expected format or origin of the order ID.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the verb 'Get' and the resource 'status of a specific order', distinguishing it from siblings like 'get_live_orders' which would return all orders.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
Provides a concrete usage example with the correct JSON format, but does not explicitly state when to use this over other tools or mention any prerequisites.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
get_positionsC
Get current positions. Usage: {} or { "accountId": "<id>" }.
| Name | Required | Description | Default |
|---|---|---|---|
| accountId | Yes |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, and the description fails to disclose side effects, permissions, required authentication, or what 'positions' entails. The usage examples are misleading, indicating lack of behavioral clarity.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is very short, which is concise, but the usage examples are potentially incorrect and could be better formatted. It earns its place but is flawed.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given no output schema, no annotations, and a single undocumented required parameter, the description is severely incomplete. It does not explain return values, error conditions, or what 'positions' means, making it inadequate for an agent to use effectively.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
With 0% schema description coverage, the description must compensate but only shows usage patterns without explaining the meaning of accountId (e.g., whose positions). The description adds minimal semantic value beyond the schema.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Get current positions,' providing a specific verb and resource. However, it does not distinguish this tool from siblings like 'get_account_info' or 'get_alerts', which may overlap in functionality.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The usage examples show both an empty object and an object with accountId, but the schema requires accountId, making the empty object invalid. No guidance is given on when to use this tool versus alternatives.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
place_orderA
Place a trading order. Examples:
Market buy:
{ "accountId":"abc","symbol":"AAPL","action":"BUY","orderType":"MKT","quantity":1 }Limit sell:
{ "accountId":"abc","symbol":"AAPL","action":"SELL","orderType":"LMT","quantity":1,"price":185.5 }Stop sell:
{ "accountId":"abc","symbol":"AAPL","action":"SELL","orderType":"STP","quantity":1,"stopPrice":180 }Option buy:
{ "accountId":"abc","symbol":"AAPL","secType":"OPT","expiry":"JAN27","strike":200,"right":"C","action":"BUY","orderType":"LMT","quantity":1,"price":4.5 }Option by conid:
{ "accountId":"abc","conid":123456789,"secType":"OPT","action":"BUY","orderType":"MKT","quantity":1 }Suppress confirmations:
{ "accountId":"abc","symbol":"AAPL","action":"BUY","orderType":"MKT","quantity":1,"suppressConfirmations":true }
| Name | Required | Description | Default |
|---|---|---|---|
| tif | No | ||
| conid | No | ||
| price | No | ||
| right | No | ||
| action | Yes | ||
| expiry | No | ||
| strike | No | ||
| symbol | No | ||
| secType | No | ||
| exchange | No | ||
| quantity | Yes | ||
| accountId | Yes | ||
| orderType | Yes | ||
| stopPrice | No | ||
| suppressConfirmations | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must disclose behavioral traits. It mentions suppressConfirmations but does not explain execution latency, cancellation policies, success/failure responses, or rate limits. The description lacks critical behavioral context for a mutation tool.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is a single sentence followed by 6 concise examples. The examples are well-organized and add significant value without redundancy. It could be slightly more structured with a summary line, but overall it's efficient and front-loaded.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 15 parameters, 4 required, no output schema, and no annotations, the description covers common order types and key parameters. However, it lacks details on return values, error handling, and some parameters (exchange, tif). For the complexity, it is moderately complete but has notable omissions.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
Schema coverage is 0% (no field descriptions), so the description must compensate. The examples effectively illustrate parameter relationships (e.g., symbol vs conid, secType and expiry for options, suppressConfirmations). However, some parameters like exchange and tif are not demonstrated, leaving minor gaps.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states 'Place a trading order' and provides multiple examples covering various order types (market, limit, stop, options). This makes the purpose explicit and distinguishes it from sibling tools like confirm_order or get_order_status.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description does not explicitly state when to use this tool versus alternatives (e.g., confirm_order, get_order_status). Usage context is implied through examples, but there is no guidance on exclusion criteria or prerequisites (e.g., authentication or account validation).
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
resolve_option_conidA
Resolve a specific option contract conid. Usage: { "symbol": "AAPL", "expiry": "JAN27", "strike": 200, "right": "C" } or add { "exchange": "SMART" }.
| Name | Required | Description | Default |
|---|---|---|---|
| right | Yes | ||
| expiry | Yes | ||
| strike | Yes | ||
| symbol | Yes | ||
| exchange | No |
TDQS
Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?
No annotations are provided, so the description must disclose behavioral traits. It only gives a usage example, failing to mention error cases, rate limits, or any side effects. This is insufficient for a tool with no annotation support.
Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.
Is the description appropriately sized, front-loaded, and free of redundancy?
The description is extremely concise with two sentences: purpose first, then usage example. Every word is necessary; no fluff.
Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.
Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?
Given 5 parameters, no output schema, and no schema descriptions, the description is adequate but incomplete. It lacks explanation of the return value (what is a conid?), and does not cover all parameter details (e.g., strike formats, expiry patterns). The usage example partially compensates.
Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.
Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?
The schema has 0% description coverage, but the example shows expected formats (e.g., 'JAN27' for expiry, number for strike, 'C'/'P' for right, optional exchange). This adds significant meaning beyond the schema types, though it only illustrates one format per parameter.
Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.
Does the description clearly state what the tool does and how it differs from similar tools?
The description clearly states the tool resolves a specific option contract conid, with a verb and resource. It distinguishes from siblings like get_option_chain, which returns option chains, not a single conid.
Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.
Does the description explain when to use this tool, when not to, or what alternatives exist?
The description provides a usage example with parameter details, implying when to use it (to resolve an option conid), but lacks explicit guidance on when not to use it or alternatives among sibling tools.
Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
3 tool updates
v1.24.1- Added
get_option_chain - Changed
place_order8 fields changed- added
Input schema / properties / conidAdded value: +{ + "anyOf": [ + { + "exclusiveMinimum": 0, + "type": "number" + }, + { + "pattern": "^[0-9]+(\\.[0-9]+)?$", + "type": "string" + } + ] +} - added
Input schema / properties / expiryAdded value: +{ + "type": "string" +} - added
Input schema / properties / quantity / $refAdded value: +"#/properties/conid" - removed
Input schema / properties / quantity / anyOfRemoved value: -[ - { - "exclusiveMinimum": 0, - "type": "number" - }, - { - "pattern": "^[0-9]+(\\.[0-9]+)?$", - "type": "string" - } -] - added
Input schema / properties / rightAdded value: +{ + "enum": [ + "C", + "P" + ], + "type": "string" +} - added
Input schema / properties / secTypeAdded value: +{ + "enum": [ + "STK", + "OPT" + ], + "type": "string" +} - added
Input schema / properties / strikeAdded value: +{ + "$ref": "#/properties/conid" +} - changed
Input schema / requiredPrevious value: -[ - "accountId", - "symbol", - "action", - "orderType", - "quantity" -]New value: +[ + "accountId", + "action", + "orderType", + "quantity" +]
- Added
resolve_option_conid
12 tool updates
v1.21.3- Added
activate_alert - Added
authenticate - Added
confirm_order - Added
create_alert - Added
delete_alert - Added
get_account_info - Added
get_alerts - Added
get_live_orders - Added
get_market_data - Added
get_order_status - Added
get_positions - Added
place_order
TDQS
Scored across 14 tools
Most tools have distinct purposes (alerts vs orders vs account data), but get_live_orders and get_order_status could be confused since both relate to order monitoring. get_alerts vs create/activate/delete_alert are clear, and get_option_chain vs resolve_option_conid are related but distinct enough.
The naming follows a consistent verb_noun pattern (get_, create_, activate_, delete_, place_, confirm_). Minor deviation: 'authenticate' lacks a noun object, and 'resolve_option_conid' is slightly more verbose than the others, but overall the pattern is predictable.
14 tools is well-scoped for a trading platform server covering authentication, account info, market data, orders, and alerts. Each tool addresses a distinct workflow need without excessive overlap or bloat.
The server covers core trading workflows: authentication, account/position queries, market data, order placement/status/confirmation, and alert lifecycle (create, activate, delete, list). Missing order cancellation/modification and position closing are notable gaps, but the primary use cases are covered.
Maintenance
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Agentic brokerage access to a US brokerage account: quotes, orders, positions, cash and documents.
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