Interactive Brokers (IBKR) agent skills for Claude Code, Cursor and RevampKey

3 ready-made playbooks that teach an AI agent how to do real Interactive Brokers (IBKR) work: which tools to call, what to check first, and when to stop and ask you.

Download RevampKey, free I have it: connect Interactive Brokers (IBKR)

Connect Interactive Brokers (IBKR) once and all 3 skills install themselves and stay up to date. Mac, Windows and Linux.

All 3 Interactive Brokers (IBKR) skills

Each skill is one job. You ask in plain words and the agent loads the skill that matches, then follows its steps.

Start hereRead-only10 Interactive Brokers (IBKR) tools

Use the Interactive Brokers connector safely

Sets up how the assistant reads your Interactive Brokers data: it confirms which account and currency it is using, picks the right view for each question, and treats orders as read-only unless you explicitly approve a change.

Use it when

You have just connected your Interactive Brokers account and want to know what the assistant can see.
A balance, position or order looks wrong or comes back empty.
You want to check your holdings or cash without risking any trade being placed.

Tools it uses

get_account_summary
get_account_balances
get_account_positions
get_portfolio_allocation
get_trades
get_orders
search_contracts
get_price_snapshot
get_price_history
get_order_instructions

Example

Which IBKR account am I looking at, and what cash do I have in it?

You are looking at the individual account ending in 4417, reported in USD as the base currency. Total cash is $12,350.00, with $9,820.00 in USD and $2,530.00 in EUR. Balances were fetched at 14:05 today, so they may move before the next market open.

Use in RevampKeyRead the full skill →

Read-only6 Interactive Brokers (IBKR) tools

Review your Interactive Brokers portfolio exposure

Shows what your Interactive Brokers account holds, how concentrated it is, and how much cash sits idle, without giving buy or sell advice. It asks which account to use before reading anything.

Use it when

You want to know your largest position and how concentrated the account is
You suspect too much of the book is in one currency or a few names
You want a clear snapshot of cash versus invested value before a review

Tools it uses

get_account_summary
get_account_balances
get_account_positions
get_portfolio_allocation
get_price_snapshot
get_price_history

Example

How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?

For account U1234567 as of 14:05, the largest holding is one stock at 24% of net liquidation value, and the top five together make up 61%. Cash is 12% of the account, mostly in USD, with a small EUR balance shown separately. The position values and the summary agree within a small timing gap, which I have noted.

Use in RevampKeyRead the full skill →

Read-only7 Interactive Brokers (IBKR) tools

Reconcile trade activity against holdings

Checks whether your executed trades and order history explain your current positions and balances, and lists any fills, open orders or gaps that do not add up. It reads from your account and does not place or change orders.

Use it when

You want to confirm your recent trades explain why a position is the size it is
You see a holding that differs from what you expected and need to find the cause
You want a list of pending open orders and any unmatched fills before month end

Tools it uses

search_contracts
get_trades
get_orders
get_order_instructions
get_account_positions
get_account_balances
get_account_summary

Example

Reconcile my trades from the last 30 days against my current positions and tell me anything that doesn't add up.

Checked 3 instruments over the last 30 days. 2 reconcile exactly. 1 is explained by a 40-share open buy order that is still working. No unexplained differences. Cash moved 1,250 more than trades alone account for, likely a dividend and a fee, which I have listed separately.

Use in RevampKeyRead the full skill →

Get all 3 without copying a file

RevampKey adds the skills when you connect Interactive Brokers (IBKR), updates them for you and removes them when you disconnect.

Download RevampKey

How Interactive Brokers (IBKR) skills work

Connect Interactive Brokers (IBKR)
The Interactive Brokers (IBKR) MCP server gives the agent its tools.
Ask in plain words
“How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?” Each SKILL.md says when it applies, so only the one that fits is loaded.
Approve any change
The agent calls the tools in order, checks its work, and shows you any change before it makes it.

How to install Interactive Brokers (IBKR) skills

In RevampKey the skills install themselves when you connect Interactive Brokers (IBKR). In other tools each skill is one folder with a SKILL.md file, and you also need the Interactive Brokers (IBKR) MCP server connected there.

About 1 minute · nothing to copy

Download RevampKey for Mac, Windows or Linux and sign in.
Open Connectors and connect Interactive Brokers (IBKR). All 3 skills come with it and stay up to date; they go away when you remove the connector.
Ask in plain language, for example “How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?”
Download RevampKeyConnect Interactive Brokers (IBKR) · 1 click
Get RevampKey to connect Interactive Brokers (IBKR)
RevampKey is a free desktop app for Mac, Windows and Linux. Install it, sign in, and Interactive Brokers (IBKR) is one click away with its skills already attached.
Download RevampKey
Not now? Use the skills in your current tool
for s in essentials portfolio-exposure-review trade-activity-reconciliation; do curl -fsSL --create-dirs -o .claude/skills/interactive-brokers-$s/SKILL.md https://revampkey.com/marketplace/interactive-brokers/skills/$s/SKILL.md done
Other tools

Into this project’s .claude/skills folder

Connect the Interactive Brokers (IBKR) MCP server in Claude Code.

Run this in your project folder to add all 3 skills:

for s in essentials portfolio-exposure-review trade-activity-reconciliation; do
  curl -fsSL --create-dirs -o .claude/skills/interactive-brokers-$s/SKILL.md https://revampkey.com/marketplace/interactive-brokers/skills/$s/SKILL.md
done

Ask in plain language, for example “How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?”

Into the shared .agents/skills folder

Connect the Interactive Brokers (IBKR) MCP server in Cursor.

Run this in your project folder to add all 3 skills:

for s in essentials portfolio-exposure-review trade-activity-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/interactive-brokers-$s/SKILL.md https://revampkey.com/marketplace/interactive-brokers/skills/$s/SKILL.md
done

Ask in plain language, for example “How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?”

Into the shared .agents/skills folder

Connect the Interactive Brokers (IBKR) MCP server in Codex.

Run this in your project folder to add all 3 skills:

for s in essentials portfolio-exposure-review trade-activity-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/interactive-brokers-$s/SKILL.md https://revampkey.com/marketplace/interactive-brokers/skills/$s/SKILL.md
done

Ask in plain language, for example “How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?”

Into the shared .agents/skills folder

Connect the Interactive Brokers (IBKR) MCP server in VS Code.

Run this in your project folder to add all 3 skills:

for s in essentials portfolio-exposure-review trade-activity-reconciliation; do
  curl -fsSL --create-dirs -o .agents/skills/interactive-brokers-$s/SKILL.md https://revampkey.com/marketplace/interactive-brokers/skills/$s/SKILL.md
done

Ask in plain language, for example “How concentrated is my Interactive Brokers account, and how much of it is sitting in cash?”

RevampKey or copy the files?

In RevampKey

One click when you connect Interactive Brokers (IBKR)
Updated for you when a skill improves
Removed when you disconnect
The MCP server is set up for you
800+ other connectors, same way

Download free

Copy into your project

One command per project
Run it again to get updates
You connect the Interactive Brokers (IBKR) MCP server yourself
Works in Claude Code, Cursor, Codex and VS Code

See the command

Interactive Brokers (IBKR) skills FAQ

What is a Interactive Brokers (IBKR) agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Interactive Brokers (IBKR) skill describes one job, which Interactive Brokers (IBKR) tools to use in which order, what to check first and when to stop and ask you.

Do the Interactive Brokers (IBKR) skills change anything on their own?

3 of the 3 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Interactive Brokers (IBKR).

Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Interactive Brokers (IBKR); elsewhere you copy the folders into your project or skills directory.

Do I need the Interactive Brokers (IBKR) MCP server too?

Yes. The skills tell the agent how to do the work; the Interactive Brokers (IBKR) MCP server gives it the tools to do it. The Interactive Brokers (IBKR) MCP setup guide covers every client.

Interactive Brokers (IBKR) MCP server setup · This page as Markdown

Put Interactive Brokers (IBKR)’s best workflows in your agent

Download RevampKey, connect Interactive Brokers (IBKR) and ask your first question in about a minute.

Download RevampKey Connect Interactive Brokers (IBKR) · 1 click

All 3 Interactive Brokers (IBKR) skills

Use the Interactive Brokers connector safely

Use it when

Tools it uses

Review your Interactive Brokers portfolio exposure

Use it when

Tools it uses

Reconcile trade activity against holdings

Use it when

Tools it uses

Get all 3 without copying a file

How Interactive Brokers (IBKR) skills work

How to install Interactive Brokers (IBKR) skills

RevampKey or copy the files?

In RevampKey

Copy into your project

Interactive Brokers (IBKR) skills FAQ

Put Interactive Brokers (IBKR)’s best workflows in your agent

Skills for related tools