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qualityTransforms AI assistants into autonomous crypto trading agents with real-time market analysis, portfolio management, and trade execution across 17+ blockchains.
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The Interactive Brokers MCP Server provides an unofficial Model Context Protocol interface that enables AI assistants to integrate with Interactive Brokers for automated account management and trading operations.
Key Capabilities:
Authentication: Secure OAuth authentication via web browser or headless mode with credentials
Account Management: Retrieve detailed account information and balances (
get_account_info)Position Tracking: View current positions and profit/loss details (
get_positions)Market Data: Access real-time market data for specific symbols with optional exchange specification (
get_market_data)Order Management: Place market, limit, and stop orders with full control over account ID, symbol, action (BUY/SELL), quantity, and pricing (
place_order)Order Monitoring: Check status and execution details of orders using order ID (
get_order_status)
Designed for local use only with a focus on security, the server supports both paper and live trading environments for interactive and automated operations.
Provides runtime environment for the MCP server to execute trading operations and communicate with Interactive Brokers Gateway
Interactive Brokers MCP Server
⚠️ DISCLAIMER: This is an unofficial, community-developed MCP server and is NOT affiliated with or endorsed by Interactive Brokers. This software is in Alpha state and may not work perfectly.
A Model Context Protocol (MCP) server that provides integration with Interactive Brokers' trading platform. This server allows AI assistants to interact with your IB account to retrieve market data, check positions, and place trades.
🔒 Security Notice
⚠️ IMPORTANT WARNINGS:
Financial Risk: Trading involves substantial risk of loss. Always test with paper trading first.
Security: This software handles sensitive financial data. Only run locally, never on public servers.
No Warranty: This unofficial software comes with no warranties. Use at your own risk.
Not Financial Advice: This tool is for automation only, not financial advice.
✨ Features
Account Management: Get account information and balances
Position Tracking: View current positions and P&L
Market Data: Real-time market data for stocks and instruments
Order Management: Place market, limit, and stop orders
Order Monitoring: Check order status and execution details
Prerequisites
No additional installations required! This package includes:
Pre-configured IB Gateway for all platforms (Linux, macOS, Windows)
Java Runtime Environment (JRE) for IB Gateway
All necessary dependencies
You only need:
Interactive Brokers account (paper or live trading)
Node.js 18+ (for running the MCP server)
Quick Start
Add this MCP server to your Cursor/Claude configuration:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"]
}
}
}
When you first use the server, a web browser window will automatically open for the Interactive Brokers OAuth authentication flow. Log in with your IB credentials to authorize the connection.
Headless Mode Configuration
For automated environments or when you prefer not to use a browser for authentication, you can enable headless mode by configuring it in your MCP server configuration:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_HEADLESS_MODE": "true",
"IB_USERNAME": "your_ib_username",
"IB_PASSWORD_AUTH": "your_ib_password"
}
}
}
}
In headless mode, the server will automatically authenticate using your credentials without opening a browser window. This is useful for:
Automated trading systems
Server environments without a display
CI/CD pipelines
Situations where browser interaction is not desired
Important: Even in headless mode, Interactive Brokers may still require two-factor authentication (2FA). When 2FA is triggered, the headless authentication will wait for you to complete the 2FA process through your configured method (mobile app, SMS, etc.) before proceeding.
To enable paper trading, add "IB_PAPER_TRADING": "true" to your environment variables:
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_HEADLESS_MODE": "true",
"IB_USERNAME": "your_ib_username",
"IB_PASSWORD_AUTH": "your_ib_password",
"IB_PAPER_TRADING": "true"
}
}
}
}
Security Note: Store credentials securely and never commit them to version control. Consider using environment variable files or secure credential management systems.
Configuration Variables
Feature | Environment Variable | Command Line Argument |
Username |
|
|
Password |
|
|
Headless Mode |
|
|
Paper Trading |
|
|
Auth Timeout |
|
|
Available MCP Tools
Tool | Description |
| Retrieve account information and balances |
| Get current positions and P&L |
| Real-time market data for symbols |
| Place market, limit, or stop orders |
| Check order execution status |
Troubleshooting
Authentication Problems:
Use the web interface that opens automatically
Complete any required two-factor authentication
Try paper trading mode if live trading fails
Support
This Server: Open an issue in this repository.
License
MIT License - see LICENSE file for details.
local-only server
The server can only run on the client's local machine because it depends on local resources.
Enables AI assistants to interact with Interactive Brokers trading accounts to retrieve market data, check positions, and place trades. Includes pre-configured IB Gateway and handles OAuth authentication automatically.
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