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 |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| 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 | |
TDQS
Scored across 8 tools
Each tool has a clearly distinct purpose: check_shortable_shares vs short_selling_analysis are differentiated by scope (single check vs comprehensive analysis); get_accounts vs get_account_summary vs get_portfolio cover different account aspects; get_connection_status and switch_account are unique. No significant overlap.
Tools follow a consistent snake_case naming pattern with verb_noun structure (e.g., get_account_summary, get_portfolio). One exception is short_selling_analysis which is noun_verb but still readable and fits the pattern.
8 tools is appropriate for the domain of financial account information and short selling analysis. Not excessive, and each tool contributes a distinct function without unnecessary duplication.
The server covers account information, portfolio, margin, and short selling analysis, but lacks essential trading operations like order placement, modification, or market data retrieval. The surface is focused on analysis and account management, leaving a notable gap for execution.