feat(V2): IBKR read tool schemas + dispatch functions

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

src/cerbero_mcp/exchanges/ibkr/tools.py

@@ -0,0 +1,185 @@
+"""IBKR tool functions: Pydantic schemas + async dispatch to client/ws."""
+from __future__ import annotations
+
+from typing import Any
+
+from pydantic import BaseModel
+
+from cerbero_mcp.exchanges.ibkr.client import IBKRClient
+from cerbero_mcp.exchanges.ibkr.leverage_cap import enforce_leverage, get_max_leverage  # noqa: F401
+from cerbero_mcp.exchanges.ibkr.ws import IBKRWebSocket  # noqa: F401
+
+# === Schemas: reads ===
+
+class GetAccountReq(BaseModel):
+    pass
+
+class GetPositionsReq(BaseModel):
+    pass
+
+class GetOpenOrdersReq(BaseModel):
+    pass
+
+class GetActivitiesReq(BaseModel):
+    days: int = 7
+
+class GetTickerReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+
+class GetBarsReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+    period: str = "1d"
+    bar: str = "5min"
+
+class GetSnapshotReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+
+class GetOptionChainReq(BaseModel):
+    underlying: str
+    expiry: str | None = None
+
+class SearchContractsReq(BaseModel):
+    symbol: str
+    sec_type: str = "STK"
+
+class GetClockReq(BaseModel):
+    pass
+
+# === Schemas: streaming ===
+
+class GetTickReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+
+class GetDepthReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+    rows: int = 5
+    exchange: str = "SMART"
+
+class SubscribeTickReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+
+class UnsubscribeReq(BaseModel):
+    symbol: str
+    asset_class: str = "stocks"
+
+# === Schemas: writes simple ===
+
+class PlaceOrderReq(BaseModel):
+    symbol: str
+    side: str
+    qty: float
+    order_type: str = "market"
+    limit_price: float | None = None
+    stop_price: float | None = None
+    tif: str = "day"
+    asset_class: str = "stocks"
+    sec_type: str | None = None
+    exchange: str = "SMART"
+    outside_rth: bool = False
+
+class AmendOrderReq(BaseModel):
+    order_id: str
+    qty: float | None = None
+    limit_price: float | None = None
+    stop_price: float | None = None
+    tif: str | None = None
+
+class CancelOrderReq(BaseModel):
+    order_id: str
+
+class CancelAllOrdersReq(BaseModel):
+    pass
+
+class ClosePositionReq(BaseModel):
+    symbol: str
+    qty: float | None = None
+
+class CloseAllPositionsReq(BaseModel):
+    pass
+
+# === Schemas: writes complex ===
+
+class PlaceBracketOrderReq(BaseModel):
+    symbol: str
+    side: str
+    qty: float
+    entry_price: float
+    stop_loss: float
+    take_profit: float
+    tif: str = "gtc"
+    asset_class: str = "stocks"
+    exchange: str = "SMART"
+
+class OrderLeg(BaseModel):
+    symbol: str
+    side: str
+    qty: float
+    order_type: str = "limit"
+    limit_price: float | None = None
+    stop_price: float | None = None
+    tif: str = "gtc"
+    asset_class: str = "stocks"
+
+class PlaceOcoOrderReq(BaseModel):
+    legs: list[OrderLeg]
+
+class PlaceOtoOrderReq(BaseModel):
+    trigger: OrderLeg
+    child: OrderLeg
+
+# === Read tools ===
+
+async def environment_info(
+    client: IBKRClient, *, creds: dict, env_info: Any | None = None
+) -> dict:
+    return {
+        "exchange": "ibkr",
+        "environment": "testnet" if client.paper else "mainnet",
+        "paper": client.paper,
+        "base_url": client.base_url,
+        "max_leverage": get_max_leverage(creds),
+    }
+
+async def get_account(client: IBKRClient, params: GetAccountReq) -> dict:
+    return await client.get_account()
+
+async def get_positions(client: IBKRClient, params: GetPositionsReq) -> dict:
+    return {"positions": await client.get_positions()}
+
+async def get_open_orders(client: IBKRClient, params: GetOpenOrdersReq) -> dict:
+    return {"orders": await client.get_open_orders()}
+
+async def get_activities(client: IBKRClient, params: GetActivitiesReq) -> dict:
+    return {"activities": await client.get_activities(params.days)}
+
+async def get_ticker(client: IBKRClient, params: GetTickerReq) -> dict:
+    return await client.get_ticker(params.symbol, params.asset_class)
+
+async def get_bars(client: IBKRClient, params: GetBarsReq) -> dict:
+    return await client.get_bars(
+        params.symbol, params.asset_class, params.period, params.bar,
+    )
+
+async def get_snapshot(client: IBKRClient, params: GetSnapshotReq) -> dict:
+    return await client.get_ticker(params.symbol, params.asset_class)
+
+async def get_option_chain(client: IBKRClient, params: GetOptionChainReq) -> dict:
+    return await client.get_option_chain(params.underlying, params.expiry)
+
+async def search_contracts(client: IBKRClient, params: SearchContractsReq) -> dict:
+    return {"contracts": await client.search_contracts(params.symbol, params.sec_type)}
+
+async def get_clock(client: IBKRClient, params: GetClockReq) -> dict:
+    import datetime as _dt
+    now = _dt.datetime.now(_dt.UTC)
+    return {
+        "timestamp": now.isoformat(),
+        "is_open": _dt.time(13, 30) <= now.time() <= _dt.time(20, 0)
+                   and now.weekday() < 5,
+    }