Schema | ibkr-mcp-server

ibkr-mcp-server

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

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.

Features and capabilities supported by this server

Protocol revision2025-11-25

Capability	Details
`tools`	{ "listChanged": false }
`experimental`	{}

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

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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