Agent Skills: IBKR Gateway API

IBKR Gateway API

Overview

Use the REST API in this repo to fetch market data, read account data, and manage orders safely with preview-first flow.

Workflow

1. Confirm safety mode and connectivity.

   • Ensure IBKR Gateway or TWS is running on the configured host/port.
   • Keep TRADING_MODE=paper and ORDERS_ENABLED=false unless explicitly asked to enable live trading.
   • If exposing the API, set API_KEY and require X-API-Key on requests.

2. Start the API server.

   • python -m api.server or ibkr-gateway start-api
   • Verify with GET /health.

3. Use market data, account, and order endpoints.

   • Read api/API.md for full endpoint docs and error codes.
   • Read docs/SCHEMAS.md for request/response schemas (OrderSpec, Position, AccountSummary).
   • Read docs/SAFETY_CHECKLIST.md before enabling live trading.

4. Prefer preview-first order flow.

   • Call POST /orders/preview before POST /orders.
   • If ORDERS_ENABLED=false, POST /orders returns SIMULATED.

Minimal Examples

Account summary:

curl http://localhost:8000/account/summary

Quote snapshot:

curl -X POST http://localhost:8000/market-data/quote \
  -H "Content-Type: application/json" \
  -d '{"symbol": "AAPL", "securityType": "STK"}'

Preview a limit order:

curl -X POST http://localhost:8000/orders/preview \
  -H "Content-Type: application/json" \
  -d '{
    "instrument": {"symbol": "AAPL", "securityType": "STK"},
    "side": "BUY",
    "quantity": 10,
    "orderType": "LMT",
    "limitPrice": 150.00
  }'

References

• references/api-endpoints.md for market/account/order endpoint lists and request patterns.