IB Analytics MCP Server

# Interactive Brokers Flex Query API Credentials # Copy this file to .env and fill in your actual credentials # Single Account Configuration QUERY_ID=your_query_id_here TOKEN=your_token_here # OR Multi-Account Configuration # ACCOUNT_1_QUERY_ID=your_first_query_id # ACCOUNT_1_TOKEN=your_first_token # ACCOUNT_1_ALIAS=Main Trading # ACCOUNT_1_ACCOUNT_ID=U12345678 # ACCOUNT_2_QUERY_ID=your_second_query_id # ACCOUNT_2_TOKEN=your_second_token # ACCOUNT_2_ALIAS=Retirement # ACCOUNT_2_ACCOUNT_ID=U87654321 # API Configuration (optional) # API_TIMEOUT=30 # API_MAX_RETRIES=3 # API_RETRY_DELAY=5 # Analysis Settings (optional) # DEFAULT_CURRENCY=USD # TAX_RATE=0.30 # Data Directories (optional) # DATA_DIR=data # RAW_DATA_DIR=data/raw # PROCESSED_DATA_DIR=data/processed # ========================================== # How to get your credentials: # ========================================== # 1. Log in to Interactive Brokers Account Management # https://gdcdyn.interactivebrokers.com/AccountManagement # # 2. Go to Settings → Flex Web Service # # 3. Create a Flex Query: # - Click "Create Query" # - Select "Activity Flex Query" # - Configure sections: Account Information, Cash Report, Open Positions, Trades # - Save the query # # 4. Get credentials: # - Query ID: Shown in the Flex Query list # - Token: Click "Generate Token" for the query # # 5. Copy values to .env file (this file should NEVER be committed to git) # ========================================== # Security Notes: # ========================================== # - NEVER commit .env file to git # - .env is already in .gitignore # - gitleaks will prevent accidental commits # - Rotate tokens regularly # - Use separate tokens for development and production