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

> Ready-made Interactive Brokers (IBKR) playbooks for AI agents: review your Interactive Brokers portfolio exposure, reconcile trade activity against holdings. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use the Interactive Brokers connector safely](https://revampkey.com/marketplace/interactive-brokers/skills/essentials.md): 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.
- [Review your Interactive Brokers portfolio exposure](https://revampkey.com/marketplace/interactive-brokers/skills/portfolio-exposure-review.md): 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.
- [Reconcile trade activity against holdings](https://revampkey.com/marketplace/interactive-brokers/skills/trade-activity-reconciliation.md): 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.

## Install

- RevampKey: connect Interactive Brokers (IBKR) at https://revampkey.com/marketplace/interactive-brokers; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
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
```

### 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.

MCP setup guide: https://revampkey.com/marketplace/interactive-brokers.md