Interactive Brokers MCP Server
Interactive Brokers MCP 서버
면책 조항: 본 서버는 비공식 커뮤니티 개발 MCP 서버이며, Interactive Brokers와 제휴하거나 보증하지 않습니다. 이 소프트웨어는 알파 상태이며 완벽하게 작동하지 않을 수 있습니다.
Interactive Brokers 트레이딩 플랫폼과의 통합을 제공하는 모델 컨텍스트 프로토콜(MCP) 서버입니다. 이 서버를 통해 AI 어시스턴트가 귀하의 IB 계정과 상호작용하여 시장 데이터를 검색하고, 포지션을 확인하며, 주문을 실행할 수 있습니다.
🔒 보안 공지

Related MCP server: Interactive Brokers MCP Server
주요 기능
Interactive Brokers API 통합: 계정 관리, 포지션 추적, 실시간 시장 데이터, 주문 관리(시장가, 지정가, 스탑 주문)를 포함한 전체 트레이딩 기능 지원
Flex Query 지원: Flex Query를 실행하여 계정 명세서, 거래 확인서 및 과거 데이터를 검색합니다. 쿼리는 재사용이 쉽도록 자동으로 저장됩니다.
유연한 인증: 브라우저 기반 OAuth 인증 또는 자동화된 환경을 위한 자격 증명 기반 헤드리스 모드 중 선택 가능
간편한 설정:
npx로 직접 실행 가능 - Docker나 추가 설치가 필요 없습니다. 모든 플랫폼을 위한 사전 구성된 IB Gateway 및 Java 런타임이 포함되어 있습니다.
보안 공지
중요 경고:
재무적 위험: 트레이딩은 상당한 손실 위험을 수반합니다. 항상 모의 투자(Paper Trading)로 먼저 테스트하십시오.
보안: 이 소프트웨어는 민감한 금융 데이터를 처리합니다. 로컬에서만 실행하고, 공용 서버에서는 절대 실행하지 마십시오.
보증 없음: 이 비공식 소프트웨어는 어떠한 보증도 제공하지 않습니다. 사용자의 책임하에 사용하십시오.
투자 조언 아님: 이 도구는 자동화를 위한 것이며, 투자 조언이 아닙니다.
사전 요구 사항
추가 설치가 필요 없습니다! 이 패키지에는 다음이 포함되어 있습니다:
모든 플랫폼(Linux, macOS, Windows)용 사전 구성된 IB Gateway
IB Gateway용 Java 런타임 환경(JRE), Alpine 기반 컨테이너(예:
node:lts-alpine, supergateway)를 위한 musl-libc 빌드 포함모든 필수 종속성
필요한 것:
Interactive Brokers 계정 (모의 투자 또는 실거래)
Node.js 18+ (MCP 서버 실행용)
빠른 시작
Cursor/Claude 설정에 이 MCP 서버를 추가하십시오:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"]
}
}
}서버를 처음 사용할 때, Interactive Brokers OAuth 인증 흐름을 위한 웹 브라우저 창이 자동으로 열립니다. IB 자격 증명으로 로그인하여 연결을 승인하십시오.
헤드리스 모드 설정
자동화된 환경이나 인증을 위해 브라우저를 사용하지 않으려는 경우, MCP 서버 설정에서 헤드리스 모드를 구성하여 활성화할 수 있습니다:
{
"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"
}
}
}
}
헤드리스 모드에서는 브라우저 창을 열지 않고도 자격 증명을 사용하여 서버가 자동으로 인증합니다. 이는 다음 상황에 유용합니다:
자동화된 트레이딩 시스템
디스플레이가 없는 서버 환경
CI/CD 파이프라인
브라우저 상호작용을 원하지 않는 상황
중요: 헤드리스 모드에서도 Interactive Brokers는 2단계 인증(2FA)을 요구할 수 있습니다. 2FA가 트리거되면, 헤드리스 인증은 귀하가 구성한 방법(모바일 앱, SMS 등)을 통해 2FA 프로세스를 완료할 때까지 대기합니다.
모의 투자를 활성화하려면 환경 변수에 "IB_PAPER_TRADING": "true"를 추가하십시오:
{
"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"
}
}
}
}보안 참고: 자격 증명을 안전하게 보관하고 버전 관리 시스템에 커밋하지 마십시오. 환경 변수 파일이나 안전한 자격 증명 관리 시스템 사용을 고려하십시오.
Flex Query 설정 (선택 사항)
계정 명세서 및 과거 데이터를 검색하기 위해 Flex Query를 사용하려면 Flex Web Service 토큰을 구성해야 합니다:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_FLEX_TOKEN": "your_flex_token_here"
}
}
}
}Flex 토큰을 얻는 방법:
설정(Settings) → **계정 설정(Account Settings)**으로 이동
보고서(Reporting) → Flex Web Service로 이동
Flex Web Service 토큰을 생성하거나 검색
Flex Web Service 활성화에 대한 자세한 지침은 IB Flex Web Service 가이드를 참조하십시오.
Flex Query 생성 방법:
계정 관리에서 보고서(Reports) → **Flex 쿼리(Flex Queries)**로 이동
쿼리 템플릿을 생성하거나 사용자 지정
쿼리 옆의 정보 아이콘을 클릭하여 쿼리 ID 확인
Flex Query 생성 및 사용자 지정에 대한 전체 가이드는 IB Flex 쿼리 가이드를 참조하십시오.
참고: Flex Query를 처음 실행하면 MCP 서버가 API에서 가져온 이름으로 자동으로 저장합니다. 이후 실행 시에는 ID나 저장된 이름으로 쿼리를 참조할 수 있습니다.
Flex Query 기능:
자동 메모리: Flex Query를 실행하면 향후 사용을 위해 자동으로 저장됩니다.
간편한 재사용: 이전에 사용한 쿼리가 기억되므로 쿼리 ID를 반복해서 복사할 필요가 없습니다.
친숙한 이름: 쿼리를 처음 실행할 때 선택적으로 친숙한 이름을 제공할 수 있습니다.
쿼리 삭제:
forget_flex_query도구로 더 이상 필요 없는 쿼리를 제거할 수 있습니다.
설정 변수
기능 | 환경 변수 | 명령줄 인수 |
사용자 이름 |
|
|
비밀번호 |
|
|
헤드리스 모드 |
|
|
모의 투자 |
|
|
인증 타임아웃 |
|
|
Flex 토큰 |
| N/A |
읽기 전용 모드 |
|
|
사용 가능한 MCP 도구
트레이딩 및 계정 관리
도구 | 설명 |
| 계정 정보 및 잔액 검색 |
| 현재 포지션 및 손익(P&L) 확인 |
| 심볼에 대한 실시간 시장 데이터 |
| 시장가, 지정가 또는 스탑 주문 실행 (읽기 전용 모드가 비활성화된 경우에만) |
| 주문 실행 상태 확인 |
| 모니터링을 위한 모든 활성/미체결 주문 확인 |
Flex 쿼리 (IB_FLEX_TOKEN 필요)
도구 | 설명 |
| Flex Query를 실행하고 명세서 검색 (재사용을 위해 자동 저장) |
| 이전에 사용한 모든 Flex Query 목록 표시 |
| 메모리에서 저장된 Flex Query 제거 |
문제 해결
인증 문제:
자동으로 열리는 웹 인터페이스를 사용하십시오.
필요한 2단계 인증을 완료하십시오.
실거래가 실패하면 모의 투자 모드를 시도하십시오.
지원
본 서버: 이 저장소에 이슈를 제기하십시오.
라이선스
MIT 라이선스 - 자세한 내용은 LICENSE 파일을 참조하십시오.
기여자에게 감사드립니다
이 프로젝트를 더 나은 방향으로 발전시키는 데 기여해주신 모든 분께 진심으로 감사드립니다.
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.
Connect Claude, ChatGPT, Gemini or Grok to your broker: live charts, backtests and trades
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