Ibkr Mcp Server
What is Ibkr Mcp Server
The ibkr-mcp-server is a FastAPI application designed to interact with the Interactive Brokers (IBKR) API to fetch portfolio details for clients.
Use cases
Use cases include retrieving portfolio details for analysis, integrating with other financial applications, and automating trading strategies based on portfolio performance.
How to use
To use ibkr-mcp-server, clone the repository, set up a virtual environment, install the required dependencies, configure your IBKR API credentials in a .env file, and run the application using Uvicorn.
Key features
Key features include a FastAPI framework for efficient API development, structured project organization with separate modules for API endpoints, core configurations, models, and services, and automatic API documentation generation.
Where to use
ibkr-mcp-server is primarily used in financial services, particularly for clients of Interactive Brokers who need to access and manage their portfolio data programmatically.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Overview
What is Ibkr Mcp Server
The ibkr-mcp-server is a FastAPI application designed to interact with the Interactive Brokers (IBKR) API to fetch portfolio details for clients.
Use cases
Use cases include retrieving portfolio details for analysis, integrating with other financial applications, and automating trading strategies based on portfolio performance.
How to use
To use ibkr-mcp-server, clone the repository, set up a virtual environment, install the required dependencies, configure your IBKR API credentials in a .env file, and run the application using Uvicorn.
Key features
Key features include a FastAPI framework for efficient API development, structured project organization with separate modules for API endpoints, core configurations, models, and services, and automatic API documentation generation.
Where to use
ibkr-mcp-server is primarily used in financial services, particularly for clients of Interactive Brokers who need to access and manage their portfolio data programmatically.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Content
IBKR MCP Server
This project is a FastAPI application that interacts with the Interactive Brokers (IBKR) API to fetch portfolio details.
Project Structure
ibkr-mcp-server ├── app │ ├── __init__.py │ ├── main.py │ ├── api │ │ ├── __init__.py │ │ └── endpoints │ │ ├── __init__.py │ │ └── portfolio.py │ ├── core │ │ ├── __init__.py │ │ └── config.py │ ├── models │ │ ├── __init__.py │ │ └── portfolio.py │ └── services │ ├── __init__.py │ └── ibkr_service.py ├── requirements.txt ├── .env └── README.md
Setup Instructions
-
Clone the repository:
git clone <repository-url> cd ibkr-mcp-server -
Create a virtual environment:
python -m venv venv source venv/bin/activate # On Windows use `venv\Scripts\activate` -
Install dependencies:
pip install -r requirements.txt -
Set up environment variables:
Create a.envfile in the root directory and add your IBKR API credentials. -
Run the application:
uvicorn app.main:app --reload
Usage
Once the server is running, you can access the API endpoints to fetch portfolio details. The API documentation will be available at http://localhost:8000/docs.
License
This project is licensed under the MIT License.
Dev Tools Supporting MCP
The following are the main code editors that support the Model Context Protocol. Click the link to visit the official website for more information.
