How do I use Interactive Brokers MCP Server?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@Interactive Brokers MCP Server show me my portfolio positions with Greeks" 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.

ibkr-mcp

Interactive Brokers MCP Server for AI-powered trading assistance.

A Model Context Protocol (MCP) server that connects AI assistants to Interactive Brokers, enabling intelligent portfolio management, options analysis, and risk monitoring.

Features

Account Management: Real-time account summary, portfolio positions, and P&L tracking
Options Analysis: Option chain fetching, Greeks calculation, and strategy scanning
Risk Monitoring: Portfolio risk evaluation with configurable limits and alerts
Trading Strategies: Built-in support for covered calls, iron condors, PMCC, vertical spreads
News Integration: Historical news retrieval for market research
Playbook Actions: Automated adjustment suggestions based on risk rules

Installation

pip install ibkr-mcp

Prerequisites

Python 3.12+
Interactive Brokers TWS or IB Gateway running
Valid IBKR account credentials

Configuration

Set environment variables or create a .env file:

# IBKR Connection IBKR_HOST=127.0.0.1 IBKR_PORT=4001 # TWS: 7497, IB Gateway: 4001 IBKR_CLIENT_ID=0 IBKR_ACCOUNT= # Optional: specific account ID # Optional: Data directories IBKR_MCP_OPTION_DATA_DIR=optiondata IBKR_MCP_OPTION_HISTORY_DIR=historydata IBKR_MCP_MARKET_DATA_TYPE=LIVE # LIVE, FROZEN, DELAYED, DELAYED_FROZEN

Usage

As MCP Server

Add to your Claude Desktop or other MCP-compatible client configuration:

{ "mcpServers": { "ibkr-mcp": { "command": "uvx", "args": [ "ibkr-mcp" ], "env": { "IBKR_ACCOUNT": "U1234567" } } } }

Available Tools

Tool	Description
`get_account_summary`	Retrieve account summary for specific or all accounts
`get_portfolio`	Get portfolio positions with P&L
`get_positions`	Get normalized positions across accounts
`get_greeks_summary`	Calculate portfolio Greeks (delta, gamma, theta, vega)
`get_option_chains`	Fetch option chain snapshots
`scan_option_signals`	Scan for options strategy trade signals
`evaluate_portfolio_risk`	Evaluate risk against configured limits
`generate_playbook_actions`	Generate adjustment suggestions
`get_historical_news`	Retrieve historical news for symbols

Example Queries

Once connected through an AI assistant, you can ask:

"What's my current account balance and buying power?"
"Show me all my positions with Greeks"
"What's the option chain for AAPL expiring next month?"
"Evaluate my portfolio risk and suggest adjustments"
"Find covered call opportunities in my portfolio"

Risk Configuration

Create a risk.yaml file to define risk limits:

limits: max_delta: 100 max_theta: -500 max_concentration: 0.25 roll_rules: min_dte: 7 target_delta: 0.30

Support

For issues and feature requests, please contact the maintainers.

License

Disclaimer

This software is for informational purposes only. It does not constitute financial advice. Trading involves substantial risk of loss. Use at your own risk.