MCPInstall

ib-account

Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.

Installs
94
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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/staskh/trading_skills --skill ib-account
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads ib-account automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

IB Account

Fetch account summary from Interactive Brokers.

IB Connection

TWS or IB Gateway must be running locally with API enabled:

  • Paper trading — port 7497
  • Live trading — port 7496
  • IB_PORT env var — default port when --port is omitted (e.g. IB_PORT=4001 for a Gateway container). Precedence: --port flag > IB_PORT > built-in default. Set it in the shell or a .env file.

Port fallback: If the configured port fails, automatically retry on the other port. If the retry succeeds, save to memory which account type worked (live/paper) and reuse it for all IB skill calls in this and future sessions — until the user explicitly asks for the other account. If both ports fail, ask the user to verify that TWS or IB Gateway is running with API access enabled.

Instructions

Note: If uv is not installed or pyproject.toml is not found, replace uv run python with python in all commands below.

uv run python scripts/account.py [--port PORT] [--account ACCOUNT_ID] [--all-accounts]

Arguments

  • --port - IB port (default: 7497 for paper trading)
  • --account - Specific account ID to fetch
  • --all-accounts - Fetch summaries for all managed accounts

Default behavior (no flags): fetches the first managed account only. Always use --all-accounts unless the user asks for a specific account.

Output

Returns JSON with:

  • connected - Whether connection succeeded
  • accounts - List of account summaries, each with account ID, net liquidation, cash, buying power, etc.

If not connected, explain that TWS/Gateway needs to be running.

Dependencies

  • ib-async

Timezone

All timestamps and time-based calculations must use the America/New_York timezone. All JSON output must include generated_at (NY time string) and data_delay fields.

FAQ

What does the ib-account skill do?

Get account summary from Interactive Brokers including cash balance, buying power, and account value. Use when user asks about their account, balance, buying power, or available cash. Requires TWS or IB Gateway running locally.

How do I install ib-account?

Run npx skills add https://github.com/staskh/trading_skills --skill ib-account in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/ib-account/ (personal) or .claude/skills/ib-account/ (project).

Which AI agents can use ib-account?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is ib-account safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains ib-account?

It is published by staskh in staskh/trading_skills. It has 94 recorded installs.

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