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Trader Broker (Order Executor)

Places risk-approved orders one at a time through Alpaca or Interactive Brokers, never without an explicit typed yes plus Claude's own Allow once.

AutomationAdvanced★ 1,135⑂ 225AI score 8/10Last updated: Oct 14, 2026

What it does

  • Shows only tickets that passed /trader-risk, as a plain-English ticket plus the exact place_stock_order JSON that will be sent.
  • Asks about one order per question and records your reply verbatim via ticket.py approve; vague replies like "sure" or "yes to all" are rejected.
  • Walks you through setting order tools to "Needs approval" so Claude's Allow once / Deny card is always the final gate.
  • Covers installing Alpaca's official MCP server (paper account by default, keys only in env vars) and adding the verified Interactive Brokers connector.
  • Logs fills into trader/portfolio.json as tax lots for the companion tax skill.

Who it's for

  • Retail traders on Alpaca or IBKR who want AI to draft orders but keep execution control.
  • Anyone wanting to rehearse an automated trading pipeline safely on paper first.
  • Users who need an auditable approval trail for every order.

Examples

  1. "Connect Alpaca" → it adds the MCP server block to claude_desktop_config.json, sets place_stock_order to Needs approval and blocks option/crypto order tools.
  2. "Place the orders" → ticket.py show lists five READY tickets; only ticket 1 is shown with "Place this order? Reply yes or no", and the tool is called only after a recorded yes.
  3. You press Deny → it records --status denied; a failed order is never retried without a fresh risk check and a fresh yes.

· · · Install guide · · ·

Try it now, no install

Paste this into Claude to use the skill without installing anything.

Read the instructions in this file and follow them to help me:
https://raw.githubusercontent.com/Jakeschincariol/trader-skill/HEAD/trader-broker/SKILL.md

What I want: (describe your task here)

If Claude can't open the link, open it yourself and paste the contents instead.

↓ If it works for you, download the ZIP below and install it. Then it runs on its own — no pasting each time.

Install in the Claude app (no terminal)
  1. Download the ZIP with the button below.
  2. In Claude, open Settings → Capabilities and turn on 'Code execution and file creation'. (one time)
  3. Go to Customize → Skills → + → 'Upload a skill' and upload the ZIP.
↓ Download ZIP
Install in Claude Code

Let Claude do it — paste this into Claude Code

Install the skill I found on AI Skill Mart.
Copy the trader-broker folder from the GitHub repo Jakeschincariol/trader-skill into my ~/.claude/skills/jakeschincariol-trader-broker/.
When it's done, tell me in one line what this skill can do.

Install with a command instead

git clone https://github.com/Jakeschincariol/trader-skill.git && mkdir -p ~/.claude/skills && cp -r trader-skill/trader-broker ~/.claude/skills/

⚠ This is a third-party skill. Check the source repository before installing.

  1. Clone the repo: git clone https://github.com/Jakeschincariol/trader-skill.git
  2. Copy the skill folder: mkdir -p ~/.claude/skills && cp -r trader-skill/trader-broker ~/.claude/skills/
  3. Create an Alpaca account and generate paper trading API keys (separate from live keys).
  4. Install uv from docs.astral.sh/uv so that uvx is available.
  5. In Claude Desktop open Settings > Developer > Edit Config, paste the block from the bundled claude_desktop_config.example.json, and type your keys into that file only — never into the chat.
  6. Restart Claude Desktop.
  7. Go to Customize > Connectors > alpaca and set place_stock_order to Needs approval; set option, crypto, close-all and cancel-all tools to Blocked.
  8. Verify with a read-only call (account info) that you are on the paper account, then try saying "place the orders".
View source on GitHub ↗License: MIT