What is Ibkr Mcp Server

IBKR-MCP-Server is a Model Context Protocol server designed to facilitate interaction with the Interactive Brokers TWS API. It allows AI assistants to retrieve real-time portfolio data, account information, and market prices efficiently.

Use cases

This server is suitable for analyzing portfolio performance, obtaining real-time stock prices and option prices, and summarizing account balances. Users can ask questions like performance analysis and current stock values, making it a valuable tool for traders and investors using Interactive Brokers.

How to use

To use the server, first install dependencies via pip or UV, configure the connection settings in the .env file, adjust TWS API settings, test the setup, and run the server using the provided Python scripts. Finally, for Claude Desktop integration, configure the specific JSON settings.

Key features

Key features include functions to get current portfolio details, account summary and balances, real-time stock prices, and option prices based on specified parameters such as symbol, expiry, strike, and option type (call/put).

Where to use

This server can be utilized in trading environments where Interactive Brokers TWS or IB Gateway is available. It is particularly useful for developers building AI-assisted trading applications or for traders seeking to automate their portfolio and account analysis.

IBKR-MCP-Server

A Model Context Protocol (MCP) Server for Interactive Brokers TWS API that enables AI assistants to access portfolio data, account information, and real-time market prices.

Features

• get_portfolio() - Retrieve current portfolio with positions and P&L
• get_account_summary() - Get account balances and key metrics
• get_stock_price(symbol) - Look up current stock prices
• get_option_price(symbol, expiry, strike, right) - Get option prices

Prerequisites

1. Interactive Brokers Account (Paper or Live)
2. TWS (Trader Workstation) or IB Gateway running
3. Python 3.10+

Quick Start

1. Install Dependencies

# Clone and setup
git clone https://github.com/your-username/IBKR-MCP-Server.git
cd IBKR-MCP-Server

# Install with UV (recommended)
curl -LsSf https://astral.sh/uv/install.sh | sh
uv sync

# Or with pip
python -m venv venv
source venv/bin/activate  # Windows: venv\Scripts\activate
pip install -e .

2. Configure Connection

# Copy example config
cp env.example .env

# Edit .env file:
IBKR_HOST=127.0.0.1
IBKR_PORT=7497              # 7497 for paper, 7496 for live
IBKR_CLIENT_ID=1
IBKR_IS_PAPER=true          # true for paper, false for live

3. Configure TWS

In TWS, go to Configure → Global Configuration → API → Settings:

• ✅ Enable ActiveX and Socket Clients
• ✅ Socket port: 7497 (paper) or 7496 (live)
• ❌ Read-Only API (must be disabled)

4. Test Setup

# Test connection
uv run python test_connection.py

5. Run Server

# Start the MCP server
uv run python src/ibkr_mcp/server.py

6. Claude Desktop Integration

Add to ~/Library/Application Support/Claude/claude_desktop_config.json:

{
  "mcpServers": {
    "ibkr": {
      "command": "uv",
      "args": [
        "run",
        "python",
        "src/ibkr_mcp/server.py"
      ],
      "cwd": "/path/to/IBKR-MCP-Server",
      "env": {
        "IBKR_PORT": "7497",
        "IBKR_IS_PAPER": "true"
      }
    }
  }
}

Usage Examples

• “Analyze my current portfolio performance”
• “What’s the current price of AAPL and MSFT?”
• “Show me my account summary”

Troubleshooting

Connection Issues:

• Ensure TWS/IB Gateway is running
• Check API settings are enabled in TWS
• Verify correct port (7497 vs 7496)

Permission Issues:

• Disable “Read-Only API” in TWS settings
• Enable API in TWS global configuration

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⚠️ Disclaimer: This software is for educational purposes. Use at your own risk. Start with paper trading.