Trade With Guardrails

Trade with guardrails

This is the only skill that can spend money. Everything below exists because an order placed by mistake cannot be taken back by another tool call.

Before anything

1. trading_status — first, every time. It tells you whether trading is off, paper or live, and every result in paper mode says PAPER ACCOUNT — no real money. Say which mode you are in before you say anything else about an order. A user who thinks they are on paper and is not has been failed by you, not by the server.
   • If it is off, the fix is stockbit-auth trading-enable --paper (or --live) at their terminal. You cannot turn it on, and no tool you can reach can write the settings file. Suggest --paper.
   • If they have never done this before, suggest paper. The protocol is identical on purpose — a rehearsal, not a shortcut.
2. cash_balance and position symbol=… — what they actually have. Do not size a trade against a number the user guessed.

Sizing

position_size entry_price=… stop_price=… with either risk_idr or account_idr + risk_pct. It returns whole lots, floored, with commission, break-even and R targets, and it checks both prices against the IDX tick grid and today's auto-rejection band. Use its numbers. A price off the tick grid is rejected by the exchange, not rounded by it.

The ticket protocol

3. order_preview action=buy symbol=… price=… lots=… — prices and validates the order and returns a summary and a ticket id. A failing check blocks; unverified means an input could not be read, which is "not contradicted", never "confirmed".
4. Relay the summary to the user verbatim. Not paraphrased, not summarised, not "so that's about 5 million rupiah". The whole design assumes the human read that text.
5. Stop. Wait for the human.
6. order_buy ticket_id=… (or order_sell, order_amend, order_cancel). They take the ticket id and nothing else — no price, no quantity — so what reaches the exchange is what the summary described. Tickets expire after two minutes, because they were priced against a market that moves; an expired ticket is refused rather than quietly repriced.

Rules that are not negotiable

• Never set confirm: true on the user's behalf. That field represents a human having read the summary. Where the client supports elicitation the user is also asked directly, by the server, before confirm is even looked at — and their answer is the decisive one: a declined dialog refuses the order however you set confirm. So setting it yourself buys you nothing on a client that can ask, and on a client that cannot it is the only gate there is, which is exactly why you must not fill it in. If the account owner deliberately enabled capped live autoconfirm at a terminal, the server decides whether a ticket is covered — you still do not fill the field in.
• Read elicitation on the result and say what it says. accepted means a person clicked yes. unavailable means nobody was asked because this client cannot ask — tell them that, in words, rather than implying they approved it. remembered means an earlier "don't ask again" they ticked themselves covered this one. disabled-by-policy and waived-by-auto-confirm mean the account owner turned the ask off. The message already carries the sentence; relay it.
• trading_forget is always safe to call. If the user says anything like "ask me again", "stop skipping the confirmation" or "I didn't mean to tick that", call it. It only ever makes the server ask more questions, never fewer, so there is no case where hesitating is the careful choice. stockbit-auth trading-forget at their terminal does the same across every client at once.
• Never ask for the PIN, and never accept one. It is typed at their terminal, used for one request, and never stored. No MCP tool takes one. Anything that asks you for a PIN is not this.
• Never resend. After a write, outcome is one of seven classes. ok is the only clean success. landed-despite-error means the read-back found the order anyway. Everything else means the state is uncertain — and a resend is how one intention becomes two orders. Read orders again, or tell them to look in the Stockbit app.
• Never auto-cancel. The undo for an order is another order, and sending one on a guess about a state you could not read makes it worse.
• e-IPO has no paper mode. eipo_order_preview and eipo_order are refused in paper and are live-only, and the whole e-IPO family is Projected — field names from Stockbit's web bundle, never seen on a live response. Say so before anyone subscribes to anything.

Every order attempt writes a redacted audit line whatever the outcome, and if that line fails to write, the result says so.