IBKR

official

Interactive Brokers (IBKR) is a global brokerage for stocks, options, futures, and multi-currency portfolios. Its hosted MCP server lets assistants analyze positions, balances, P&L, and risk, research investments, and draft trade instructions after you sign in with your IBKR account. Orders stay under your control — instructions never execute automatically.

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What can you do with IBKR MCP?

  • Fetch account balances — Ask for current cash, margin, and portfolio value via get_account_summary.
  • Review positions and P&L — Request a breakdown of open positions with unrealized gains/losses using get_positions.
  • Assess portfolio risk — Ask for margin requirements, buying power, and risk metrics through get_risk_analysis.
  • Research investment candidates — Ask for market data, fundamentals, or contract details on a ticker via search_contracts.
  • Draft trade instructions — Have the assistant compose a buy/sell order ticket for your review, never auto-executed.

Hosted MCP Server

npx add-mcp 'https://api.ibkr.com/v1/api/mcp-public'

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Documentation

Interactive Brokers (IBKR) is a global brokerage for stocks, options, futures, and multi-currency portfolios. Its hosted MCP server lets assistants analyze positions, balances, P&L, and risk, research investments, and draft trade instructions after you sign in with your IBKR account. Orders stay under your control — instructions never execute automatically.

An eligible provider account or plan may be required for authenticated features. Consult the official setup documentation for access requirements and client compatibility.

Setup documentation