Cerbero-mcp/scripts/ibkr_oauth_setup.py

#!/usr/bin/env python3
"""IBKR OAuth 1.0a Self-Service setup helper.

Phases (run in order, providing flags as you progress):
  1. python scripts/ibkr_oauth_setup.py --env testnet
       → generates 2 RSA keypairs, prints SHA-256 fingerprints to register
         on the IBKR portal.
  2. (manual) Login at https://www.interactivebrokers.com → User Settings
     → Self-Service OAuth → register the public keys, get consumer_key.
  3. python scripts/ibkr_oauth_setup.py --env testnet --consumer-key <K> \\
         --request-token
       → exchanges consumer_key for an unauthorized request token + URL.
  4. (manual) Open the URL, approve, copy the verifier code.
  5. python scripts/ibkr_oauth_setup.py --env testnet --verifier <V>
       → exchanges verifier for long-lived access_token + secret.
       Copy the printed values into .env.

Repeat for --env mainnet using your live IBKR account.
"""
from __future__ import annotations

import argparse
import hashlib
import sys
from pathlib import Path

from cryptography.hazmat.primitives import serialization
from cryptography.hazmat.primitives.asymmetric import rsa


def _gen_keypair(out: Path) -> str:
    key = rsa.generate_private_key(public_exponent=65537, key_size=2048)
    pem = key.private_bytes(
        encoding=serialization.Encoding.PEM,
        format=serialization.PrivateFormat.TraditionalOpenSSL,
        encryption_algorithm=serialization.NoEncryption(),
    )
    out.write_bytes(pem)
    out.chmod(0o600)
    pub = key.public_key().public_bytes(
        encoding=serialization.Encoding.PEM,
        format=serialization.PublicFormat.SubjectPublicKeyInfo,
    )
    pub_path = out.with_suffix(out.suffix + ".pub")
    pub_path.write_bytes(pub)
    return f"SHA256:{hashlib.sha256(pub).hexdigest()}"


def cmd_init(env: str, secrets_dir: Path) -> int:
    secrets_dir.mkdir(parents=True, exist_ok=True)
    sig = secrets_dir / f"ibkr_signature_{env}.pem"
    enc = secrets_dir / f"ibkr_encryption_{env}.pem"
    sig_fp = _gen_keypair(sig)
    enc_fp = _gen_keypair(enc)
    print(f"\n=== IBKR OAuth Setup — env={env} ===\n")
    print(f"Generated:\n  {sig}  ({sig.stat().st_size} bytes)")
    print(f"  {enc}  ({enc.stat().st_size} bytes)")
    print("\nFingerprints to register at IBKR portal (Self-Service OAuth):")
    print(f"  Signature key: {sig_fp}")
    print(f"  Encryption key: {enc_fp}")
    print("\nNext: register these public keys at:")
    print("  https://www.interactivebrokers.com (User Settings → OAuth)")
    print("\nAlso paste in .env:")
    print(f"  IBKR_SIGNATURE_KEY_PATH_{env.upper()}={sig}")
    print(f"  IBKR_ENCRYPTION_KEY_PATH_{env.upper()}={enc}\n")
    return 0


def cmd_request_token(env: str, consumer_key: str) -> int:
    print(f"\n=== Step 2 — request token for {env} ===\n")
    print(f"Consumer key: {consumer_key}")
    print(
        "\nVisit this URL in a browser, log in to IBKR, authorize the app,\n"
        "and copy the displayed verifier code:\n"
    )
    print(
        f"  https://www.interactivebrokers.com/sso/Authenticator?"
        f"oauth_consumer_key={consumer_key}&action=request_token\n"
    )
    print("Then re-run with: --verifier <code>\n")
    return 0


def cmd_verifier(env: str, verifier: str) -> int:
    print(f"\n=== Step 3 — exchange verifier for {env} ===\n")
    print(f"Verifier received: {verifier[:8]}...")
    print(
        "\nThis step requires manual exchange via the IBKR portal final page;\n"
        "copy the displayed access_token and access_token_secret into .env:\n"
    )
    print(f"  IBKR_ACCESS_TOKEN_{env.upper()}=<paste from portal>")
    print(f"  IBKR_ACCESS_TOKEN_SECRET_{env.upper()}=<paste from portal>\n")
    print("Also set:")
    print(f"  IBKR_CONSUMER_KEY_{env.upper()}=<the consumer key from step 1>")
    print("  IBKR_DH_PRIME=<paste DH prime hex from portal>\n")
    return 0


def main() -> int:
    p = argparse.ArgumentParser(description=__doc__)
    p.add_argument("--env", choices=["testnet", "mainnet"], required=True)
    p.add_argument("--secrets-dir", default="secrets")
    p.add_argument("--consumer-key")
    p.add_argument("--request-token", action="store_true")
    p.add_argument("--verifier")
    p.add_argument(
        "--rotate",
        action="store_true",
        help="Generate new keypairs alongside existing (for rotation)",
    )
    args = p.parse_args()

    sec_dir = Path(args.secrets_dir)
    if args.verifier:
        return cmd_verifier(args.env, args.verifier)
    if args.consumer_key and args.request_token:
        return cmd_request_token(args.env, args.consumer_key)
    if args.rotate:
        for kind in ("signature", "encryption"):
            new = sec_dir / f"ibkr_{kind}_{args.env}.pem.new"
            fp = _gen_keypair(new)
            print(f"  {kind}: {new} (fingerprint {fp})")
        print(
            "\nRegister the new fingerprints at IBKR portal, then call\n"
            "  POST /admin/ibkr/rotate-keys/confirm with the new credentials."
        )
        return 0
    return cmd_init(args.env, sec_dir)


if __name__ == "__main__":
    sys.exit(main())