SYSTEM R AI

Traditional Brokers

IBKR, Schwab, Alpaca, Tradier, Tastytrade, TradeStation, and E*TRADE integration.

Interactive Brokers (IBKR)

ID: ibkr | Markets: Equities, options, futures, forex | API: Official TWS/Gateway API

IBKR requires a running TWS or IB Gateway instance. The agent connects via socket to the gateway.

Connection parameters

ParameterTypeDefaultDescription
hoststring127.0.0.1TWS/Gateway hostname.
portstring4002Gateway port (4001=live, 4002=paper).
client_idstring1Unique client ID for this connection.
client.call_tool("connect_broker", broker_type="ibkr", connection_params={
    "host": "127.0.0.1",
    "port": "4002",
    "client_id": "1",
})
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "ibkr",
    "connection_params": {
      "host": "127.0.0.1",
      "port": "4002",
      "client_id": "1"
    }
  }'

Charles Schwab

ID: schwab | Markets: Equities, options | API: Official OAuth2 API

Connection parameters

ParameterTypeDescription
app_keystringOAuth2 application key.
app_secretstringOAuth2 application secret.
callback_urlstringOAuth2 callback URL. Default: https://127.0.0.1:8182.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "schwab",
    "connection_params": {
      "app_key": "YOUR_APP_KEY",
      "app_secret": "YOUR_APP_SECRET",
      "callback_url": "https://127.0.0.1:8182"
    }
  }'

Alpaca

ID: alpaca | Markets: US equities, options, crypto | API: REST API (API-first broker)

Connection parameters

ParameterTypeDefaultDescription
api_keystringRequiredAlpaca API key.
api_secretstringRequiredAlpaca API secret.
paperstring"true""true" for paper, "false" for live.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "alpaca",
    "connection_params": {
      "api_key": "PKXXXXXXXXXXXXXXXXXX",
      "api_secret": "XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX",
      "paper": "true"
    }
  }'

Tradier

ID: tradier | Markets: US equities, options | API: Official REST API

Connection parameters

ParameterTypeDefaultDescription
access_tokenstringRequiredTradier access token.
sandboxstring"false""true" for sandbox environment.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tradier",
    "connection_params": {
      "access_token": "YOUR_ACCESS_TOKEN",
      "sandbox": "false"
    }
  }'

Tastytrade

ID: tastytrade | Markets: Equities, options, futures | API: Official API

Connection parameters

ParameterTypeDescription
usernamestringTastytrade username.
passwordstringTastytrade password.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tastytrade",
    "connection_params": {
      "username": "your_username",
      "password": "your_password"
    }
  }'

TradeStation

ID: tradestation | Markets: Equities, options, futures | API: OAuth2 API

Connection parameters

ParameterTypeDescription
client_idstringOAuth2 client ID.
client_secretstringOAuth2 client secret.
refresh_tokenstringOAuth2 refresh token.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "tradestation",
    "connection_params": {
      "client_id": "YOUR_CLIENT_ID",
      "client_secret": "YOUR_CLIENT_SECRET",
      "refresh_token": "YOUR_REFRESH_TOKEN"
    }
  }'

E*TRADE

ID: etrade | Markets: Equities, options | API: OAuth 1.0a (Morgan Stanley)

Connection parameters

ParameterTypeDescription
consumer_keystringOAuth consumer key.
consumer_secretstringOAuth consumer secret.
oauth_tokenstringOAuth token.
oauth_token_secretstringOAuth token secret.
curl -X POST https://agents.systemr.ai/v1/broker/connect \
  -H "X-API-Key: sr_agent_..." \
  -H "Content-Type: application/json" \
  -d '{
    "broker_type": "etrade",
    "connection_params": {
      "consumer_key": "YOUR_CONSUMER_KEY",
      "consumer_secret": "YOUR_CONSUMER_SECRET",
      "oauth_token": "YOUR_OAUTH_TOKEN",
      "oauth_token_secret": "YOUR_OAUTH_TOKEN_SECRET"
    }
  }'
System R AI
Python SDKpip install systemr
MCP Serveragents.systemr.ai/mcp/sse
OpenAPI Specagents.systemr.ai/openapi.json
Machine Docsagents.systemr.ai/llms.txt
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