Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@Interactive Brokers MCP Serverget the current quote for AAPL stock"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
IB MCP Server (Local, IB Gateway Only)
Tools:
get_stock_quote→ price, volumeget_option_quote→ bid, ask, last
Requirements: Python 3.10+, IB Gateway running, API enabled, port 4001, localhost allowed.
Setup:
python -m venv .venv
. .venv\Scripts\Activate.ps1
pip install -r requirements.txt
Environment (defaults):
$env:IB_HOST = "127.0.0.1"
$env:IB_PORT = "4001"
$env:IB_CLIENT_ID = "19"
$env:IB_MARKET_DATA_TYPE = "1" # 1=real-time
Run:
python -m ib_mcp.server
Cursor MCP config example:
{
"mcpServers": {
"ib-mcp": {
"command": "C:\\Users\\atilc\\OneDrive\\ibkrserver\\.venv\\Scripts\\python.exe",
"args": ["-m", "ib_mcp.server"],
"cwd": "C:\\Users\\atilc\\OneDrive\\ibkrserver",
"env": {
"IB_HOST": "127.0.0.1",
"IB_PORT": "4001",
"IB_CLIENT_ID": "19",
"IB_MARKET_DATA_TYPE": "1"
}
}
}
}
If IB Gateway is closed or not logged in, the tools will fail to fetch data—open and log in, then retry.