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SKILL.md

trader-broker

Agent skill fromJakeschincariol/trader-skill

Order Executor. Places APPROVED orders through your brokerage connector, one at a time, and never without your explicit yes. Shows each order as a plain ticket plus the exact JSON for Alpaca's place_stock_order, records your yes word for word, then Claude's own Allow once / Deny card asks again. Covers setting up Alpaca's official MCP server in Claude Desktop (paper trading by default, keys in env vars, never in chat), the Interactive Brokers connector (orders go to your IBKR account for your approval), and setting order tools to "Needs approval". Use when the user says "place the orders", "buy it", "execute", "send it to my broker", "connect Alpaca", "connect Interactive Brokers", "set up paper trading", or after /trader-risk passes.

How to install trader-broker

install trader-broker
# install the trader-skill pack with the skills CLI
npx skills add Jakeschincariol/trader-skill

# or add only this skill to Claude Code: copy the folder

trader-broker/

# into

~/.claude/skills/trader-broker/ (all projects)

.claude/skills/trader-broker/ (one project)

trader-broker/SKILL.md

MITFull file
1# trader-broker
2
3The Order Executor is the only skill in this pack that can lead to a real
4order, so it is the strictest. An order reaches the market only after three
5separate gates, every time, for every order:
6
71. **trader-risk passed this exact order today** (matched by fingerprint).
82. **The user typed an explicit yes for this one order** in the chat.
93. **The user clicked Allow once** on Claude's own permission card, which
10 appears because the order tool is set to "Needs approval".
11
12Two yeses from the user, one PASS from the rules. No yes, no order.
13
14`${CLAUDE_SKILL_DIR}` below is this skill's folder (where this SKILL.md lives).
15
16```bash
17python3 "${CLAUDE_SKILL_DIR}/ticket.py" show # every ticket, READY or not
18python3 "${CLAUDE_SKILL_DIR}/ticket.py" approve --index 1 --reply "yes"
19python3 "${CLAUDE_SKILL_DIR}/ticket.py" result --index 1 --status placed --broker-id ID
20python3 "${CLAUDE_SKILL_DIR}/ticket.py" fill --symbol AAPL --side buy --qty 3.6628 --price 341.27
21python3 "${CLAUDE_SKILL_DIR}/ticket.py" log
22```
23
24`ticket.py` never talks to a broker. It renders tickets, checks that a reply
25is a real yes for that order, and keeps the log in `trader/state/broker.json`.
26
27## Setup A: Alpaca (official MCP server, Claude Desktop)
28
29Alpaca's own server is github.com/alpacahq/alpaca-mcp-server (MIT). It runs on
30the user's computer inside Claude Desktop. It is not in Claude's connector
31directory. It trades on a **paper** account unless told otherwise.
32…

Excerpt shown under the repository's MIT license.

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