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pedrobraiti

mcp-ibkr-agent

by pedrobraiti

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Retrieve a combined snapshot of your Interactive Brokers account with summary, open positions, and unrealized P&L.

Instructions

Combined snapshot: account summary + open positions + total unrealized P&L.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Behavior4/5

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

The term 'snapshot' implies a read-only operation, which is transparent about the behavioral trait. Since no annotations are provided, the description adequately conveys the non-destructive nature of the tool.

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?

A single sentence that is front-loaded with the key phrase 'Combined snapshot', concise with no wasted words.

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

Completeness5/5

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

The description fully explains what the tool returns without missing critical information, given the simplicity of the tool and absence of output schema.

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

Parameters5/5

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

With no parameters (0 params, 100% schema coverage), the description adds value by specifying what the tool returns (account summary, open positions, total unrealized P&L), which is beyond the schema.

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

Purpose5/5

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

The description clearly states that it provides a combined snapshot of account summary, open positions, and total unrealized P&L, using specific verbs ('snapshot') and resources, which distinguishes it from sibling tools like account_summary and positions.

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

Usage Guidelines3/5

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

The description implies it should be used when a consolidated view is needed, but it does not explicitly state when to use it versus alternatives, nor does it provide exclusion criteria or mention when not to use it.

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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