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henrysouchien

Interactive Brokers MCP Server

get_ibkr_account

Fetch Interactive Brokers account summary metrics including balances, positions, and performance data to monitor trading portfolios.

Instructions

Fetch IBKR account summary metrics.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_idNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior2/5

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

No annotations are provided, so the description carries the full burden of behavioral disclosure. It states 'Fetch' which implies a read operation, but doesn't specify authentication needs, rate limits, error handling, or what 'summary metrics' includes. For a tool with no annotations, this leaves significant gaps in understanding its behavior.

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

Conciseness5/5

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

The description is a single, efficient sentence with zero wasted words. It's front-loaded with the core purpose. This is an excellent example of conciseness, though it may be too brief for completeness.

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

Completeness3/5

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

Given the tool has an output schema (which reduces the need to describe return values), but no annotations and 0% schema coverage, the description is minimally adequate. It states what the tool does but lacks parameter details and behavioral context. For a simple read tool, it meets the baseline but has clear gaps.

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

Parameters2/5

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

Schema description coverage is 0%, so the schema provides no parameter documentation. The description doesn't mention the 'account_id' parameter at all, failing to explain its purpose, format, or that it's optional with a default of null. With 1 parameter and 0% coverage, the description adds no value beyond the bare schema.

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

Purpose4/5

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

The description clearly states the verb ('Fetch') and resource ('IBKR account summary metrics'), making the tool's purpose understandable. It doesn't explicitly differentiate from siblings like get_ibkr_positions, but the focus on 'summary metrics' provides some distinction. This is clear but lacks explicit sibling differentiation.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives like get_ibkr_positions or get_ibkr_snapshot. It doesn't mention prerequisites, context, or exclusions. The agent must infer usage from the name and description alone.

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

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