alpacahq/alpaca-skills

## Reference - Guide: `https://docs.alpaca.markets/docs/getting-started-with-broker-api`, `https://docs.alpaca.markets/docs/accounts`

- Guide: `https://docs.alpaca.markets/docs/getting-started-with-broker-api`, `https://docs.alpaca.markets/docs/accounts`

- API ref: `https://docs.alpaca.markets/reference/createaccount`

- `kyc_results` on the account object carries `reject`/`accept`/`indeterminate` sets plus `additional_information`. `summary` is `pass`/`fail` (internal only). - **`KYCResultType` is an extensible string set, not a closed enum.** Examples o

- **`KYCResultType` is an extensible string set, not a closed enum.** Examples only: `IDENTITY_VERIFICATION`, `WATCHLIST_HIT`, `W8BEN_CORRECTION`. Generated code must tolerate and preserve unrecognized values rather than parsing into a fixe

- Guide: `https://docs.alpaca.markets/docs/getting-started-with-broker-api`, `https://docs.alpaca.markets/docs/accounts`

- API ref: `https://docs.alpaca.markets/reference/createaccount`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

## Reference - Guide: `https://docs.alpaca.markets/docs/funding-accounts`

- Guide: `https://docs.alpaca.markets/docs/funding-accounts`

- API ref: `https://docs.alpaca.markets/reference/createtransferforaccount`

Settlement is your obligation and it is tight. Transfers batch in a 24-hour window ending 8 PM ET, you wire one bulk payment to your `SI` firm account, then call `POST /v1/instant_funding/settlements` (carrying the Travel Rule `originator_*

- Guide: `https://docs.alpaca.markets/docs/funding-accounts`

- API ref: `https://docs.alpaca.markets/reference/createtransferforaccount`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

- Docs home: `https://docs.alpaca.markets/`

- API reference: `https://docs.alpaca.markets/reference/`

- Machine-readable index: `https://docs.alpaca.markets/us/llms.txt` (the root `llms.txt` is the India/GIFT City index; `llms-full.txt` redirects to the docs home)

| Family | Production | Sandbox / Paper | |--------|-----------|-----------------| | **Broker API** | `https://broker-api.alpaca.markets` | `https://broker-api.sandbox.alpaca.markets` |

|--------|-----------|-----------------| | **Broker API** | `https://broker-api.alpaca.markets` | `https://broker-api.sandbox.alpaca.markets` | | **Trading API** | `https://api.alpaca.markets` | `https://paper-api.alpaca.markets` (paper) |

| **Broker API** | `https://broker-api.alpaca.markets` | `https://broker-api.sandbox.alpaca.markets` |

| **Trading API** | `https://api.alpaca.markets` | `https://paper-api.alpaca.markets` (paper) |

| **Market Data (REST)** | `https://data.alpaca.markets` | `https://data.sandbox.alpaca.markets` |

POST https://authx.alpaca.markets/v1/oauth2/token

(sandbox: https://authx.sandbox.alpaca.markets/v1/oauth2/token)

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- Docs home: `https://docs.alpaca.markets/`

- API reference: `https://docs.alpaca.markets/reference/`

- Machine-readable index: `https://docs.alpaca.markets/llms.txt` and `https://docs.alpaca.markets/llms-full.txt`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

## Reference - Guide: `https://docs.alpaca.markets/docs/funding-via-journals`

- Guide: `https://docs.alpaca.markets/docs/funding-via-journals`

- API ref: `https://docs.alpaca.markets/reference/createjournal`

- Guide: `https://docs.alpaca.markets/docs/funding-via-journals`

- API ref: `https://docs.alpaca.markets/reference/createjournal`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

## Reference - Guides: `https://docs.alpaca.markets/docs/historical-stock-data`, `https://docs.alpaca.markets/docs/streaming-market-data`

- Guides: `https://docs.alpaca.markets/docs/historical-stock-data`, `https://docs.alpaca.markets/docs/streaming-market-data`

| Surface | Host | |---------|------| | Market data REST | `https://data.alpaca.markets` (sandbox `data.sandbox.alpaca.markets`) |

|---------|------| | Market data REST | `https://data.alpaca.markets` (sandbox `data.sandbox.alpaca.markets`) | | Market data WebSocket | `wss://stream.data.alpaca.markets/{version}/{feed}` |

| Market data REST | `https://data.alpaca.markets` (sandbox `data.sandbox.alpaca.markets`) |

| Assets / clock / calendar | `https://api.alpaca.markets` (Trading API) — paper: `paper-api.alpaca.markets` |

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- Guides: `https://docs.alpaca.markets/docs/historical-stock-data`, `https://docs.alpaca.markets/docs/streaming-market-data`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

- Docs home: `https://docs.alpaca.markets/`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

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- Docs home: `https://docs.alpaca.markets/`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

- Docs home: `https://docs.alpaca.markets/`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

## Reference - Guide: `https://docs.alpaca.markets/docs/sse-events` - Live: `alpaca-docs` MCP → `search` "SSE Events", then `fetch us/sse-events`

- Guide: `https://docs.alpaca.markets/docs/sse-events`

- Guide: `https://docs.alpaca.markets/docs/sse-events` - Live: `alpaca-docs` MCP → `search` "SSE Events", then `fetch us/sse-events`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

## Reference - Guides: `https://docs.alpaca.markets/docs/orders-at-alpaca`, `https://docs.alpaca.markets/docs/fractional-trading`

- Guides: `https://docs.alpaca.markets/docs/orders-at-alpaca`, `https://docs.alpaca.markets/docs/fractional-trading`

- API ref: `https://docs.alpaca.markets/reference/postorder`

- **Minimum order value:** every buy order needs a market value of at least **$1** or it's rejected with `422`; sells are exempt. - **Per-asset-class rules:** options and crypto go through this same endpoint, gated by `asset_class` — crypto

- **Per-asset-class rules:** options and crypto go through this same endpoint, gated by `asset_class` — crypto rejects `time_in_force: day` (only `gtc`/`ioc`) and allows only `market`/`limit`/`stop_limit`; options allow `day`/`gtc` only. Ch

- Guides: `https://docs.alpaca.markets/docs/orders-at-alpaca`, `https://docs.alpaca.markets/docs/fractional-trading`

- API ref: `https://docs.alpaca.markets/reference/postorder`

1. Check `https://docs.alpaca.markets/llms.txt` or `https://docs.alpaca.markets/llms-full.txt` for the current documentation index.

> **Important disclosure**   > This backtest is a hypothetical historical simulation and does not represent actual trading performance. Backtested results do not guarantee future results. Results depend on market-data quality, data feed sel

> This backtest is a hypothetical historical simulation and does not represent actual trading performance. Backtested results do not guarantee future results. Results depend on market-data quality, data feed selection, corporate-action hand

https://files.alpaca.markets/disclosures/library/BrokFeeSched.pdf

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https://alpaca.markets/disclosures

https://files.alpaca.markets/disclosures/library/BrokFeeSched.pdf

https://files.alpaca.markets/disclosures/library/BrokFeeSched.pdf

{   "url": "https://files.alpaca.markets/disclosures/library/BrokFeeSched.pdf",

"url": "https://files.alpaca.markets/disclosures/library/BrokFeeSched.pdf",

2. **Reiterate strategy logic and confirm with you.** Summarize the thesis, expected behavior, and conditions under which the order should execute. Wait for your confirmation before proceeding. 3. **Gather and confirm ALL configurations.** 

3. **Gather and confirm ALL configurations.** Timing, asset class, symbol, side, qty/notional, order type, TIF, limit/stop prices, extended-hours flag, risk controls, and margin usage — every parameter must be stated and confirmed. 4. **Con

4. **Confirm the CLI resolves to the paper endpoint.** Run `alpaca doctor` and require its `Trading:` line to read `https://paper-api.alpaca.markets`. If it shows the live endpoint, **STOP immediately** and alert you.

| Source | URL | Used for | |---|---|---| | Create an order | https://docs.alpaca.markets/us/reference/postorder | Order parameters, per-asset-class constraints, status codes |

|---|---|---| | Create an order | https://docs.alpaca.markets/us/reference/postorder | Order parameters, per-asset-class constraints, status codes | | Alpaca CLI docs | https://docs.alpaca.markets/us/docs/alpacas-cli | CLI commands, flags, 

| Create an order | https://docs.alpaca.markets/us/reference/postorder | Order parameters, per-asset-class constraints, status codes |

| Alpaca CLI docs | https://docs.alpaca.markets/us/docs/alpacas-cli | CLI commands, flags, syntax |

| Order types | https://docs.alpaca.markets/us/docs/orders-at-alpaca | Order type behavior and requirements |

| Paper trading | https://docs.alpaca.markets/us/docs/paper-trading | Paper environment specifics |

| Options trading | https://docs.alpaca.markets/us/docs/options-trading | Options order requirements and approval levels |

| Crypto trading | https://docs.alpaca.markets/us/docs/crypto-trading | Crypto order specifics |

| Alpaca disclosures | https://alpaca.markets/disclosures | Disclosure language |

Connectivity:   Trading:  https://paper-api.alpaca.markets

Trading:  https://paper-api.alpaca.markets

Your agent requires that line to read `https://paper-api.alpaca.markets`. The profile name is not a substitute. The CLI resolves paper vs. live in a fixed order — `ALPACA_LIVE_TRADE` first, then the active profile's `live_trade` field, then

If the `Trading:` line shows `https://api.alpaca.markets`, your agent **STOPS** immediately:

# Verify the CLI resolves to the paper endpoint if ! alpaca doctor | grep -q 'Trading:.*https://paper-api\.alpaca\.markets'; then

if ! alpaca doctor | grep -q 'Trading:.*https://paper-api\.alpaca\.markets'; then

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| CLI installed | `alpaca version` | Exit code 0 | | Connectivity | `alpaca doctor` | All checks pass | | Paper endpoint | `alpaca doctor` | `Trading:` line reads `https://paper-api.alpaca.markets` |

| Connectivity | `alpaca doctor` | All checks pass | | Paper endpoint | `alpaca doctor` | `Trading:` line reads `https://paper-api.alpaca.markets` | | Account active | `alpaca account get` | status=ACTIVE, not blocked |

| Paper endpoint | `alpaca doctor` | `Trading:` line reads `https://paper-api.alpaca.markets` |

- **Paper ≠ live.** Paper fills may differ from live execution due to simplified fill simulation. Do not assume paper results predict live performance. - **Your responsibility.** You are responsible for the strategies you choose to paper-tr

- **Full disclosures.** Review Alpaca's disclosures and agreements at [alpaca.markets/disclosures](https://alpaca.markets/disclosures).

> **Important disclosure:** This material is for informational, educational, and research purposes only. It is not investment advice, a recommendation, an offer, or a solicitation to buy or sell securities, options, cryptocurrencies, or any

|---|---|---| | Submit against the live endpoint | Real money at risk | Always confirm `alpaca doctor` reports the paper endpoint first | | Skip confirmation when mode is ON | You lose control | Always honor confirmation preference |

| Submit against the live endpoint | Real money at risk | Always confirm `alpaca doctor` reports the paper endpoint first | | Skip confirmation when mode is ON | You lose control | Always honor confirmation preference | | Modify order param

| Skip confirmation when mode is ON | You lose control | Always honor confirmation preference |

- [Alpaca CLI](https://docs.alpaca.markets/us/docs/alpacas-cli)

- [Trading API](https://docs.alpaca.markets/us/docs/trading-api)

- [Paper trading](https://docs.alpaca.markets/us/docs/paper-trading)

- [Orders at Alpaca](https://docs.alpaca.markets/us/docs/orders-at-alpaca)

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The server is Alpaca's official MCP server, maintained at [alpacahq/alpaca-mcp-server](https://github.com/alpacahq/alpaca-mcp-server). That repository's README is the source of truth for the package name, command, and environment variables.

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| Source | URL | Used for | |---|---|---| | Alpaca MCP Server | https://github.com/alpacahq/alpaca-mcp-server | Server setup, environment variables, toolsets, current tool list |

|---|---|---| | Alpaca MCP Server | https://github.com/alpacahq/alpaca-mcp-server | Server setup, environment variables, toolsets, current tool list | | Alpaca Trading API docs | https://docs.alpaca.markets/us/docs/trading-api | Order param

| Alpaca MCP Server | https://github.com/alpacahq/alpaca-mcp-server | Server setup, environment variables, toolsets, current tool list |

| Alpaca Trading API docs | https://docs.alpaca.markets/us/docs/trading-api | Order parameters, account fields, asset details |

| Create Order reference | https://docs.alpaca.markets/us/reference/postorder | Underlying REST semantics only — **not** the tool parameter shape. The `place_*` tools flatten and constrain this schema, so always build parameters from the di

| Order types guide | https://docs.alpaca.markets/us/docs/orders-at-alpaca | Order type behavior, TIF rules, extended hours |

| Options trading | https://docs.alpaca.markets/us/docs/options-trading | Options order requirements, exercise/assignment |

| Crypto trading | https://docs.alpaca.markets/us/docs/crypto-trading | Crypto pairs, 24/7 trading, fractional units |

| Account API | https://docs.alpaca.markets/us/reference/getaccount-1 | Account status fields, buying power, PDT |

| Alpaca disclosures | https://alpaca.markets/disclosures | Disclosure language |

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- **Full disclosures.** Review Alpaca's disclosures and agreements at [alpaca.markets/disclosures](https://alpaca.markets/disclosures).

> **Important disclosure:** This material is for informational, educational, and research purposes only. It is not investment advice, a recommendation, an offer, or a solicitation to buy or sell securities, options, cryptocurrencies, or any

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- **Alpaca paper-trading account** — free at [alpaca.markets](https://alpaca.markets)

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- **Paper base URL**: `https://paper-api.alpaca.markets` (for REST) or appropriate SDK configuration pointing to the paper environment

| Source | URL | Used for | |---|---|---| | Trading API overview | https://docs.alpaca.markets/us/docs/trading-api | API capabilities and structure |

|---|---|---| | Trading API overview | https://docs.alpaca.markets/us/docs/trading-api | API capabilities and structure | | Working with orders | https://docs.alpaca.markets/us/docs/working-with-orders | Order submission, replacement, cance

| Trading API overview | https://docs.alpaca.markets/us/docs/trading-api | API capabilities and structure |

| Working with orders | https://docs.alpaca.markets/us/docs/working-with-orders | Order submission, replacement, cancellation |

| Orders on Alpaca | https://docs.alpaca.markets/us/docs/orders-at-alpaca | Order types, TIF values, status lifecycle |

| Paper trading | https://docs.alpaca.markets/us/docs/paper-trading | Paper environment behavior and limitations |

| Working with positions | https://docs.alpaca.markets/us/docs/working-with-positions | Position retrieval and management |

| Working with account | https://docs.alpaca.markets/us/docs/working-with-account | Account state, buying power, day trade count |

| Working with assets | https://docs.alpaca.markets/us/docs/working-with-assets | Tradability checks, asset attributes |

| Options trading | https://docs.alpaca.markets/us/docs/options-trading | Options order specifics, approval levels |

| Crypto trading | https://docs.alpaca.markets/us/docs/crypto-trading | Crypto order specifics, supported pairs |

| Alpaca disclosures | https://alpaca.markets/disclosures | Required disclosure language |

| Check | Paper | Live (BLOCKED) | |---|---|---| | REST base URL | `https://paper-api.alpaca.markets` | `https://api.alpaca.markets` |

|---|---|---| | REST base URL | `https://paper-api.alpaca.markets` | `https://api.alpaca.markets` | | SDK config | `paper=True` or equivalent | `paper=False` or missing |

| REST base URL | `https://paper-api.alpaca.markets` | `https://api.alpaca.markets` |

- This skill operates in the **paper-trading environment ONLY**. - If your agent detects live API credentials — base URL is `https://api.alpaca.markets` without the `paper-` prefix, or the SDK/CLI profile is set to live — it must **STOP** a

- If your agent detects live API credentials — base URL is `https://api.alpaca.markets` without the `paper-` prefix, or the SDK/CLI profile is set to live — it must **STOP** and warn you immediately.

> **Important disclosure:** This material is for informational, educational, and research purposes only. It is not investment advice, a recommendation, an offer, or a solicitation to buy or sell securities, options, cryptocurrencies, or any

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- [Trading API](https://docs.alpaca.markets/us/docs/trading-api)

- [Working with orders](https://docs.alpaca.markets/us/docs/working-with-orders)

- [Orders at Alpaca](https://docs.alpaca.markets/us/docs/orders-at-alpaca)

- [Paper trading](https://docs.alpaca.markets/us/docs/paper-trading)

- [Working with accounts](https://docs.alpaca.markets/us/docs/working-with-account)

- [Working with positions](https://docs.alpaca.markets/us/docs/working-with-positions)

- [Working with assets](https://docs.alpaca.markets/us/docs/working-with-assets)

- [Options trading](https://docs.alpaca.markets/us/docs/options-trading)

- [Crypto trading](https://docs.alpaca.markets/us/docs/crypto-trading)

Use `https://paper-api.alpaca.markets` and verify it before every submission.