ibkr-mcp-server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IBKR_HOST | No | IBKR connection host | 127.0.0.1 |
| IBKR_PORT | No | IBKR port (7497=TWS Paper, 7496=TWS Live, 4001=Gateway) | 7497 |
| LOG_LEVEL | No | Logging level | INFO |
| IBKR_IS_PAPER | No | Whether to use paper trading | true |
| IBKR_CLIENT_ID | No | IBKR client ID | 1 |
| MAX_ORDER_SIZE | No | Maximum order size | 1000 |
| ENABLE_LIVE_TRADING | No | Set to true for live trading | false |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_portfolioC | Retrieve current portfolio positions and P&L from IBKR |
| get_account_summaryB | Get account balances and key metrics from IBKR |
| switch_accountB | Switch between IBKR accounts |
| get_accountsB | Get available IBKR accounts and current account |
| check_shortable_sharesB | Check short selling availability for securities |
| get_margin_requirementsC | Get margin requirements for securities |
| short_selling_analysisA | Complete short selling analysis: availability, margin requirements, and summary |
| get_connection_statusB | Check IBKR TWS/Gateway connection status and account information |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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