How do I use IBKR 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., "@IBKR MCP Server Show me my current portfolio positions" 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 Server

by GaoChX

Overview Schema Related Servers Score Discussions

Python

Local

IBKR MCP Server

An Interactive Brokers (IBKR) MCP server implementation based on FastMCP 2.0 and MCP StreamableHTTP, providing account management, trading operations, and market data query functionality.

Features

🔗 Connection Management: Stable connection with IBKR TWS/Gateway
📊 Account Information: Query account summary, positions, and balances
💹 Trading Operations: Place orders, cancel orders, query order status
📈 Market Data: Real-time and historical market data retrieval
🛡️ Type Safety: Data validation using Pydantic
⚡ Async Architecture: High-performance asynchronous I/O operations
📝 Rich Logging: Structured logging
🔧 Flexible Configuration: Support for environment variables and configuration files

Related MCP server: claude-tws-connect

Installation

Install from Source

git clone https://github.com/yourusername/ibkr-mcp-server.git
cd ibkr-mcp-server

# Create virtual environment
python3 -m venv venv
source venv/bin/activate

# Install the package
pip install -e .

Development Setup

# Install development dependencies
pip install -e ".[dev]"

# Setup pre-commit hooks
pre-commit install

Quick Start

1. Configure Environment

Create a .env file in the project root:

# MCP Server Settings
MCP__HOST=0.0.0.0
MCP__PORT=8080

# IBKR Connection Settings
IBKR__HOST=127.0.0.1
IBKR__PORT=4002
IBKR__CLIENT_ID=1
IBKR__READONLY=false

# Logging Settings
LOGGING__LEVEL=INFO

2. Test Connection

# Test IBKR connection
python -m ibkr_mcp_server.cli test --host 127.0.0.1 --port 4002

3. Start Server

# Start server
python -m ibkr_mcp_server.cli serve

# Or with custom parameters
python -m ibkr_mcp_server.cli serve --host 0.0.0.0 --port 8080

Configuration

Environment Variables

Variable	Default	Description
`MCP__HOST`	`0.0.0.0`	MCP server listen address
`MCP__PORT`	`8080`	MCP server port
`IBKR__HOST`	`127.0.0.1`	IBKR TWS/Gateway address
`IBKR__PORT`	`4002`	IBKR TWS/Gateway port
`IBKR__CLIENT_ID`	`1`	IBKR client ID
`IBKR__READONLY`	`false`	Read-only mode
`LOGGING__LEVEL`	`INFO`	Logging level

IBKR Port Configuration

Platform	Demo Port	Live Port
TWS	4002	7496
Gateway	4002	4001

MCP Tools

The server provides 9 MCP tools:

Account Management

get_account_summary: Get account summary information
get_positions: Get position information

Trading Operations

place_order: Place an order
cancel_order: Cancel an order
get_open_orders: Get open orders

Market Data

get_market_data: Get real-time market data
get_historical_data: Get historical data

Connection Management

connection_status: Check connection status
reconnect: Reconnect to IBKR

Usage Examples

Place Order

{
    "tool": "place_order",
    "arguments": {
        "contract": {
            "symbol": "AAPL",
            "sec_type": "STK",
            "exchange": "SMART",
            "currency": "USD"
        },
        "order": {
            "action": "BUY",
            "total_quantity": 100,
            "order_type": "LMT",
            "lmt_price": 150.0
        }
    }
}

Get Positions

{
    "tool": "get_positions",
    "arguments": {}
}

Get Historical Data

{
    "tool": "get_historical_data",
    "arguments": {
        "contract": {
            "symbol": "AAPL",
            "sec_type": "STK",
            "exchange": "SMART",
            "currency": "USD"
        },
        "duration": "1 D",
        "bar_size": "1 min"
    }
}

Architecture

┌─────────────────────┐
│   MCP Client        │
│ (Claude Desktop,    │
│  Custom Client)     │
└─────────┬───────────┘
          │ HTTP/WebSocket
┌─────────┴───────────┐
│   FastMCP Server    │
│ (MCP Protocol Layer)│
├─────────────────────┤
│   IBKR MCP Server   │
│ (Business Logic)    │
├─────────────────────┤
│   IBKR Client       │
│ (API Wrapper)       │
└─────────┬───────────┘
          │ TWS API
┌─────────┴───────────┐
│   TWS/Gateway       │
│ (IBKR Platform)     │
└─────────────────────┘

Development

Project Structure

src/ibkr_mcp_server/
├── __init__.py          # Package initialization
├── server.py            # MCP server implementation
├── client.py            # IBKR client wrapper
├── models.py            # Data models
├── config.py            # Configuration management
├── exceptions.py        # Exception definitions
└── cli.py              # Command line interface

Code Standards

Use black for code formatting
Use isort for import sorting
Use flake8 for code linting
Use mypy for type checking

Testing

# Run tests
pytest

# Generate coverage report
pytest --cov=src --cov-report=html

Deployment

Docker Deployment

# Build image
docker build -t ibkr-mcp-server .

# Run container
docker run -p 8080:8080 --env-file .env ibkr-mcp-server

Docker Compose

# Start services
docker-compose up -d

# View logs
docker-compose logs -f

Integration with Claude Desktop

Add to your Claude Desktop MCP configuration:

{
  "mcpServers": {
    "ibkr": {
      "command": "python",
      "args": ["-m", "ibkr_mcp_server.cli", "serve"],
      "env": {
        "IBKR__HOST": "127.0.0.1",
        "IBKR__PORT": "4002",
        "IBKR__CLIENT_ID": "1"
      }
    }
  }
}

Important Notes

TWS/Gateway: Ensure IBKR TWS or Gateway is running with API connection enabled
Port Configuration: Make sure TWS/Gateway API port matches your configuration
Permissions: Ensure your account has appropriate trading permissions
Risk Management: Please implement proper risk controls in production environments
Market Data: Some market data may require subscriptions

Troubleshooting

Common Issues

Connection Failed: Check if TWS/Gateway is running and API is enabled
Client ID Conflict: Use different client IDs for multiple connections
Port Issues: Verify the correct port for your TWS/Gateway setup
Market Data Errors: Ensure you have proper market data subscriptions

Logging

Enable debug logging for troubleshooting:

LOGGING__LEVEL=DEBUG python -m ibkr_mcp_server.cli serve

License

MIT License - see LICENSE file for details

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Support

If you encounter any issues, please file an Issue.

中文文档: README_zh_CN.md

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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