Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| connect | Connect to TWS or IB Gateway. Must be called before using other tools. |
| disconnect | Disconnect from TWS/Gateway. |
| is_connected | Check if connected to TWS/Gateway. |
| get_accounts | Get list of managed account names. |
| get_account_values | Get account values (balance, margin, etc.). |
| get_account_summary | Get account summary. |
| get_portfolio | Get portfolio positions with market values. |
| get_positions | Get all positions. |
| get_pnl | Get profit and loss. |
| create_contract | Create a contract for trading. Types: stock, option, future, forex, index, cfd, crypto, bond. |
| qualify_contracts | Qualify contracts to fill in missing fields like conId. |
| get_contract_details | Get detailed contract information. |
| search_symbols | Search for matching symbols/contracts. |
| get_market_data | Get real-time market data snapshot for a contract. |
| get_historical_data | Get historical bar data. |
| get_head_timestamp | Get earliest available historical data timestamp. |
| place_order | Place a new order. |
| cancel_order | Cancel an existing order. |
| cancel_all_orders | Cancel all open orders. |
| get_open_orders | Get all open orders. |
| get_open_trades | Get all open trades. |
| get_executions | Get execution reports. |
| get_fills | Get order fills. |
| what_if_order | Check margin impact without placing order. |
| get_option_chain | Get option chain for an underlying. |
| calculate_implied_volatility | Calculate implied volatility from option price. |
| calculate_option_price | Calculate option price from volatility. |
| get_scanner_parameters | Get available scanner parameters. |
| run_scanner | Run a market scanner. |
| get_news_providers | Get available news providers. |
| get_news_article | Get a news article. |
| get_historical_news | Get historical news headlines. |
| get_current_time | Get current TWS server time. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |