Account Hub Tools

Tools for managing user profile, broker accounts, billing, quota, and feedback. Revealed by calling the account hub tool.

whoami

Return the authenticated user's profile.

Parameters: None.

Response: WhoamiResult

{
  "id": "u1v2w3x4-...",
  "email": "[email protected]",
  "tier": "free",
  "mode": "paper",
  "onboarding_step": null,
  "active_account": "a1b2c3d4-...",
  "account_count": 2,
  "created_at": "2026-04-15T10:00:00Z"
}
Field Description
tier "free", "waitlist", or "paid". Controls algorithm access
mode "paper" (simulated) or "live" (real money)
onboarding_step Current step if incomplete, null when done
active_account UUID of the broker account used for trading
account_count Total connected accounts (paper + live)

get_accounts

List connected broker accounts with balances.

Parameter Type Required Default Description
broker string No null Filter by broker name (e.g. "alpaca")

Response: Array of BrokerAccountResult objects.

[
  {
    "broker": "alpaca",
    "account_id": "a1b2c3d4-...",
    "label": "My Paper Account",
    "active": true,
    "balance": {
      "equity": 52340.50,
      "cash": 48200.00,
      "buying_power": 96400.00
    }
  },
  {
    "broker": "alpaca",
    "account_id": "b2c3d4e5-...",
    "label": "Live Trading",
    "active": false,
    "balance": null
  }
]

Balance is only populated on the active account.

set_active_account

Switch the active broker account. All subsequent trading operations route through this account.

Parameter Type Required Description
account_id string Yes UUID of the broker account to activate

Response: OkResult

{
  "ok": true,
  "message": "Active account set to a1b2c3d4-..."
}

connect_broker

Connect a new broker account. Post-onboarding equivalent of set_broker_keys.

Parameter Type Required Default Description
broker string Yes -- Broker name (currently "alpaca")
mode string Yes -- "paper" or "live"
auth_method string No "api_key" "api_key" or "oauth2"
api_key string Conditional -- Required for api_key method
api_secret string Conditional -- Required for api_key method
label string No null Optional display name

Validates credentials against the broker before storing. Credentials are encrypted at rest.

Response: OkResult

set_risk_profile

Change experience level and risk tolerance. Updates the default optimizer preset.

Parameter Type Required Description
options_experience string Yes "never", "a_few_times", or "regularly"
iron_condor_experience string Yes "never", "understand_not_traded", or "yes"
risk_tolerance string Yes "conservative", "moderate", or "aggressive"

The risk tolerance maps to the default optimizer preset:

  • conservative -> conservative preset (high PoP floor, tight delta ranges)
  • moderate -> balanced preset (standard ranges)
  • aggressive -> aggressive preset (wider ranges, lower PoP floor)

Response: OkResult

get_quota_remaining

Check daily quota for a tool without consuming a slot. Call this before running expensive tools to avoid quota errors.

Parameter Type Required Default Description
tool_name string No "create_strategy" "create_strategy" or "find_iron_condors"

Response:

{
  "tool": "create_strategy",
  "remaining": 3,
  "limit": 5,
  "tier": "free"
}

Free tier has limited daily calls. Premium tier has higher or unlimited quotas.

submit_feedback

Submit feedback -- bug reports, feature requests, or general comments.

Parameter Type Required Default Description
message string Yes -- The user's feedback
category string No "general" "general", "bug", "feature_request", "complaint", or "praise"

Response: OkResult

billing

Collapsed action tool for billing and subscription management.

get_fees

Parameter Type Required Default Description
action string Yes -- "get_fees"
billing_period string No null Optional YYYY-MM period filter

Returns fee summary with live and paper totals.

get_subscription

Parameter Type Required Description
action string Yes "get_subscription"

Returns current subscription details (plan, status, renewal date). Free tier users see their plan as "free".

cancel_subscription

Parameter Type Required Description
action string Yes "cancel_subscription"

Cancels the active subscription. Takes effect at the end of the current billing period. Only available to subscribed users.

Errors: SUBSCRIPTION_NOT_FOUND if no active subscription exists.

Cross-references