---

name: ibkr-gateway-api description: Use when working in mm-ibkr-gateway to access market data, account summary, positions, PnL, or orders via the REST API (FastAPI). Covers starting the API server, required env and safety settings, authentication with X-API-Key, and market/account/order endpoints for quote, historical bars, preview, place, status, cancel, and open orders.

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:

Copycurl http://localhost:8000/account/summary

Quote snapshot:

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

Preview a limit order:

Copycurl -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.