| FMRS | 43 / 100 · D | 75 / 100 · B |
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| Reliability | 7 / 20 | 12 / 20 |
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| Security and permissions | 3 / 20 | 16 / 20 |
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| Maintenance | 8 / 20 | 14 / 20 |
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| Documentation | 13 / 20 | 18 / 20 |
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| Setup experience | 12 / 20 | 15 / 20 |
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| Best for | - Users who need AI-assisted access to an Interactive Brokers account
- Automated trading or headless environments
- Users who need account statements or historical data through Flex Queries
| - Individuals or teams who prioritise privacy and offline operation and do not want data leaving the machine
- Users who share memory across multiple MCP clients such as Claude Code, Claude Desktop, Hermes Agent, OpenClaw, Cursor, Codex and Gemini CLI
- Scenarios that need encrypted storage, a hash-chained audit log and verifiable vault migration
- Users who want low-latency recall, a bundled embedding model and no extra LLM calls inside the memory layer
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| Not for | - Users requiring an official Interactive Brokers integration
- Users seeking financial advice
- Users unwilling to handle sensitive financial data or trading risk locally
| - Users who need cloud multi-device sync or a hosted team memory service; moving between machines means locking the vault and copying the file
- Users who expect the server itself to run an LLM that extracts facts and decides what to remember; Compartment explicitly keeps no LLM inside and leaves that to the host model
- Users who cannot keep a passphrase safe or who need a recovery path if it is lost, since Compartment never generates a password, seed or recovery phrase
- Deployments that require network transports such as SSE or streamable-http; this server is stdio only and opens no ports
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| Required permissions | - An Interactive Brokers account is required; paper and live trading accounts are supported by the documentation.
- Browser mode requires authorization through Interactive Brokers OAuth.
- Headless mode requires IB_USERNAME and IB_PASSWORD_AUTH.
- Placing orders requires read-only mode to be disabled; paper trading can be enabled with IB_PAPER_TRADING.
- Flex Query features require IB_FLEX_TOKEN.
| - Read and write the vault file under the user's home directory, by default ~/.compartment/memory.vault, and its sibling settings file
- Access the session directory holding the unlock credential (configurable with COMPARTMENT_SESSION_DIR), which also carries the shared embedding process's Unix socket
- Optionally use the macOS keychain (compartment unlock --keychain is an explicit opt-in, and it survives reboots)
- Write or merge an mcpServers entry into each MCP client's own configuration file, taking a byte-exact backup first
- Install a PostToolUse hook for Claude Code that captures memory files the agent writes
- Serve a read-only dashboard on 127.0.0.1 behind a one-time random URL token
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| Risks and side effects | - The server is unofficial and is not affiliated with or endorsed by Interactive Brokers.
- The project is in Alpha state and may not work perfectly.
- Trading involves substantial risk of loss; the documentation recommends testing with paper trading first.
- The software handles sensitive financial data and is intended to run locally rather than on public servers.
- Credentials and TOTP secrets must be stored securely and never committed to version control.
- The tool is for automation only and is not financial advice.
| - A leaked passphrase means the encrypted content can be decrypted; Compartment generates no recovery phrase and cannot recover a lost passphrase
- Enabling the memory_unlock tool places the passphrase in the model's context, which is why it is off by default
- If a 2FA keyfile is lost, for example a USB stick, the vault cannot be opened even with the passphrase
- `export --plaintext` writes the vault as unencrypted JSONL, so that file must be handled carefully
- Memory content can come from untrusted sources; recall wraps memories with a notice that they are stored data and content can be marked quarantined, but the host agent must still treat memory as data to limit prompt-injection risk
- The capture hook and client integration write into the user's own settings files, although the implementation backs up and merges rather than replacing
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| Supported clients | Cursor, Claude | Claude Desktop, Claude Code, Hermes Agent, OpenClaw, Cursor, VS Code, Codex, Gemini CLI, Cline, Roo Code, Zed, OpenCode, LM Studio, AnythingLLM, BoltAI, Goose, Kiro |
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| Tools | 9 | 14 |
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