// MCP TOOL REFERENCE

TRADING SKILLS TOOLS

35 tools from the Trading Skills MCP Server, categorised by risk level.

View the Trading Skills policy →
// ALL 35 TRADING SKILLS TOOLS
READ 32 tools
Read ib_trades_history Fetch trade executions from Interactive Brokers. Returns individual trade executions with fills, commi... Read earnings_calendar Get upcoming earnings dates with timing (BMO/AMC) and EPS estimates. Args: symbols: Single sym... Read fundamentals Get fundamental financial data including metrics, financials, and earnings. Args: symbol: Tick... Read get_version Return the current version of the trading-skills package. Read ib_account Get account summary from Interactive Brokers. Returns cash balance, buying power, net liquidation valu... Read ib_collar Generate tactical collar strategy report for protecting PMCC positions. Analyzes existing long call (P... Read ib_delta_exposure Calculate delta-adjusted notional exposure across all IBKR accounts. Computes option deltas using Blac... Read ib_option_chain Get option chain data from Interactive Brokers with real-time quotes. Returns calls and puts with stri... Read ib_option_expiries List available option expiration dates from Interactive Brokers. Requires TWS or IB Gateway running lo... Read ib_pmcc_advisor Analyze PMCC (diagonal call spread) positions and recommend roll actions. For each spread: reports ass... Read ib_portfolio Get portfolio positions from Interactive Brokers. Returns all positions including stocks and options w... Read ib_portfolio_action_report Analyze portfolio positions with earnings dates and risk assessment. Fetches positions, groups into sp... Read insider_trading Get insider trading activity (SEC Form 4) for one or more stocks. Returns transactions with insider na... Read news_sentiment Get recent news headlines for a stock. Args: symbol: Ticker symbol limit: Number of ar... Read option_chain Get option chain data (calls and puts) for a specific expiration. Args: symbol: Ticker symbol ... Read option_expiries List available option expiration dates for a symbol. Args: symbol: Ticker symbol Read option_greeks Calculate option Greeks (delta, gamma, theta, vega) using Black-Scholes. Computes implied volatility f... Read piotroski_score Calculate Piotroski F-Score (0-9) evaluating financial strength. Scores 9 fundamental criteria includi... Read price_correlation Compute price correlation matrix between multiple symbols. Useful for portfolio diversification analys... Read price_history Get historical OHLCV price data. Args: symbol: Ticker symbol period: Time period (1d, ... Read report_stock Generate comprehensive stock analysis data with trend, PMCC, and fundamental analysis. Returns detaile... Read risk_assessment Assess risk metrics including volatility, beta, VaR, and drawdown. Args: symbol: Ticker symbol... Read scan_bullish Scan symbols for bullish trends using SMA, RSI, MACD, ADX. Returns top N symbols ranked by composite b... Read scan_pmcc Scan symbols for Poor Man's Covered Call suitability. Analyzes LEAPS and short call options for delta,... Read spread_diagonal Analyze diagonal spread (different expiries and strikes). Includes Poor Man's Covered Call/Put analysi... Read spread_iron_condor Analyze iron condor (sell strangle + buy protective wings). Args: symbol: Ticker symbol ... Read spread_straddle Analyze long straddle (buy call + put at same strike). Args: symbol: Ticker symbol exp... Read spread_strangle Analyze long strangle (buy OTM call + OTM put). Args: symbol: Ticker symbol expiry: Ex... Read spread_vertical Analyze vertical spread (bull/bear call/put spread). Args: symbol: Ticker symbol expir... Read stock_quote Get real-time stock quote with price, volume, change, and key metrics. Args: symbol: Ticker sy... Read technical_indicators Compute technical indicators for a stock. Args: symbol: Ticker symbol or comma-separated list ... Read whale_hunting Detect institutional whale option activity for a given underlying. Uses a two-step approach: 1. Cr...
EXECUTE 3 tools
Execute ib_stop_loss Analyze and manage downside stop-loss orders for PMCC, naked LEAPS, and stock positions. Default mode ... Execute ib_trailing_stop Manage IB native TRAIL orders for stocks and naked LEAPS positions. Default mode is dry-run — no order... Execute ib_find_short_roll Find roll, spread, or covered call/put candidates using real-time IB data. Auto-detects mode based on ...

Route Trading Skills through PolicyLayer and every one of its 35 tools is checked against your policy before it runs.

GOVERN TRADING SKILLS →

Enforced before the call runs. Nothing to install.

// FAQ
How many tools does the Trading Skills MCP server have? +

The Trading Skills MCP server exposes 35 tools across 2 categories: Read, Execute.

How do I enforce policies on Trading Skills tools? +

Route the Trading Skills server through the PolicyLayer gateway. Define allow, deny, or approval rules per tool in the dashboard; they are enforced on every call before it reaches the server.

What risk categories do Trading Skills tools fall into? +

Trading Skills tools are categorised as Read (32), Execute (3). Each category has a recommended default policy.

Enforce policy on every Trading Skills tool call.

Deterministic rules across all 35 Trading Skills tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

GOVERN TRADING SKILLS →

Free to start. No card required.

42,500+ MCP servers and 110,000+ tools scanned and risk-classified.

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