Interactive Brokers MCP Server

# 🚀 IBKR MCP Server - Quick Start ## What You Get A complete Model Context Protocol (MCP) server that lets Claude interact with your Interactive Brokers account for: ✅ Account monitoring ✅ Real-time market data ✅ Historical price charts ✅ Trade execution ✅ Position management ✅ Order tracking ## 📁 Files Included ``` ibkr-mcp-server/ ├── server.py # Main MCP server ├── requirements.txt # Python dependencies ├── start_server.bat # Windows startup script ├── test_installation.py # Installation checker ├── README.md # Full documentation ├── WINDOWS_SETUP.md # Step-by-step Windows guide ├── TROUBLESHOOTING.md # Problem solving guide ├── examples.py # Usage examples ├── claude_desktop_config.example.json # Config template ├── LICENSE # MIT License └── .gitignore # Git ignore rules ``` ## ⚡ 5-Minute Setup ### 1️⃣ Install Python - Download from: https://python.org - ✅ Check "Add Python to PATH" ### 2️⃣ Install Dependencies ```bash cd ibkr-mcp-server pip install -r requirements.txt ``` ### 3️⃣ Setup TWS/Gateway - Download from: https://www.interactivebrokers.com/en/trading/tws.php - Enable API: File → Global Configuration → API → Settings - ✅ Enable ActiveX and Socket Clients - Port: **7497** (paper trading) ### 4️⃣ Configure Claude Desktop File location: `%APPDATA%\Claude\claude_desktop_config.json` ```json { "mcpServers": { "ibkr": { "command": "python", "args": ["C:\\Users\\YourName\\ibkr-mcp-server\\server.py"] } } } ``` ### 5️⃣ Test It! 1. Start TWS/Gateway 2. Restart Claude Desktop 3. Ask Claude: "Connect to my IBKR paper trading account" 4. Then: "What's my account balance?" ## 📖 Documentation Guide - **New to this?** → Read `WINDOWS_SETUP.md` - **Want all features?** → Read `README.md` - **Having issues?** → Read `TROUBLESHOOTING.md` - **See examples?** → Run `python examples.py` ## 🔧 Available Tools Once connected, ask Claude to: ### 📊 Market Data - "What's the current price of AAPL?" - "Show me Tesla's price over the last week" - "Get the option chain for SPY" ### 💼 Account Info - "What's my account balance?" - "Show me all my positions" - "What are my open orders?" ### 📈 Trading (Use with caution!) - "Buy 10 shares of Microsoft at market" - "Sell 5 shares of Apple at $180 limit" - "Cancel order 12345" ## ⚠️ Important Safety Notes 1. **Always test with paper trading first** (port 7497) 2. Paper trading uses simulated money - it's safe to experiment 3. Live trading uses real money (port 7496) - be very careful 4. Review all orders before confirming 5. Start with small quantities ## 🆘 Need Help? **Problem**: Python not found **Fix**: Reinstall Python, check "Add to PATH" **Problem**: Can't connect to IBKR **Fix**: 1. Start TWS/Gateway 2. Enable API in settings 3. Use port 7497 for paper trading **Problem**: Claude doesn't see tools **Fix**: 1. Check config file path is correct 2. Use `\\` (double backslash) in Windows paths 3. Restart Claude Desktop **For more help**: See `TROUBLESHOOTING.md` (24 common issues solved!) ## 🎯 Next Steps 1. ✅ Test with paper trading extensively 2. ✅ Learn the available commands 3. ✅ Understand market data and orders 4. ✅ Set up risk controls if needed 5. ⚠️ Only move to live trading when confident ## 📞 Support Resources - **IBKR API**: https://interactivebrokers.github.io/ - **ib_insync**: https://ib-insync.readthedocs.io/ - **MCP**: https://modelcontextprotocol.io/ - **IBKR Support**: https://www.interactivebrokers.com/en/support/ --- **Ready to start?** Open `WINDOWS_SETUP.md` for detailed step-by-step instructions! **Happy Trading!** 📈 (Remember: Paper trading first!)