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atomcp-ai

ib-async-mcp

by atomcp-ai
README.md
# ib-async-mcp

MCP (Model Context Protocol) server wrapping [ib_async](https://github.com/ib-api-reloaded/ib_async) for Interactive Brokers API.

## Features

- **Connection Management**: Connect/disconnect to TWS or IB Gateway
- **Account Data**: Account values, summary, portfolio, positions, P&L
- **Contracts**: Create and qualify contracts (stocks, options, futures, forex, crypto, etc.)
- **Market Data**: Real-time quotes and historical data
- **Orders**: Place, modify, cancel orders (market, limit, stop, stop-limit)
- **Options**: Option chains, implied volatility, option pricing
- **Scanners**: Market scanners with various criteria
- **News**: News providers and articles

## Prerequisites

- Python 3.10+
- Interactive Brokers TWS or IB Gateway running with API enabled
- API port configured (default: 7497 for TWS, 4001 for Gateway)

## Installation

```bash
cd ib-async-mcp
uv sync
```

## Usage

### Running the Server

```bash
uv run ib-async-mcp
```

### MCP Configuration

Add to your MCP client configuration (e.g., `.kiro/settings/mcp.json`):

```json
{
  "mcpServers": {
    "ib-async": {
      "command": "uv",
      "args": ["--directory", "/path/to/ib-async-mcp", "run", "ib-async-mcp"],
      "env": {}
    }
  }
}
```

Or using uvx (after publishing):

```json
{
  "mcpServers": {
    "ib-async": {
      "command": "uvx",
      "args": ["ib-async-mcp"],
      "env": {}
    }
  }
}
```

## Available Tools

### Connection
- `connect` - Connect to TWS/Gateway
- `disconnect` - Disconnect
- `is_connected` - Check connection status

### Account
- `get_accounts` - List managed accounts
- `get_account_values` - Account values (balance, margin, etc.)
- `get_account_summary` - Account summary
- `get_portfolio` - Portfolio with market values
- `get_positions` - All positions
- `get_pnl` - Profit and loss

### Contracts
- `create_contract` - Create a contract
- `qualify_contracts` - Qualify contracts (fill conId)
- `get_contract_details` - Detailed contract info
- `search_symbols` - Search for symbols

### Market Data
- `get_market_data` - Real-time snapshot
- `get_historical_data` - Historical bars
- `get_head_timestamp` - Earliest available data

### Orders
- `place_order` - Place new order
- `cancel_order` - Cancel order
- `cancel_all_orders` - Cancel all orders
- `get_open_orders` - List open orders
- `get_open_trades` - List open trades
- `get_executions` - Execution reports
- `get_fills` - Order fills
- `what_if_order` - Check margin impact

### Options
- `get_option_chain` - Option chain
- `calculate_implied_volatility` - Calculate IV
- `calculate_option_price` - Calculate option price

### Scanners
- `get_scanner_parameters` - Available scanner params
- `run_scanner` - Run market scanner

### News
- `get_news_providers` - List news providers
- `get_news_article` - Get article
- `get_historical_news` - Historical headlines

### Utility
- `get_current_time` - TWS server time

## Example Usage

```
# Connect first
connect(host="127.0.0.1", port=7497, client_id=1)

# Get account info
get_accounts()
get_portfolio()

# Get market data
get_market_data(contract_type="stock", symbol="AAPL")

# Get historical data
get_historical_data(
    contract_type="stock",
    symbol="SPY",
    duration="5 D",
    bar_size="1 hour"
)

# Place an order
place_order(
    contract_type="stock",
    symbol="AAPL",
    action="BUY",
    quantity=100,
    order_type="limit",
    limit_price=150.00
)
```

## License

MIT

## Disclaimer

This software is not affiliated with Interactive Brokers Group, Inc. Use at your own risk.

TDQS

B3.2/5.0

Scored across 33 tools

Disambiguation4/5

Most tools have distinct purposes, but some overlap exists (e.g., get_fills vs. get_executions, get_portfolio vs. get_positions). The descriptions help differentiate, but agents might still misselect.

Naming Consistency5/5

All tools follow a consistent verb_noun snake_case pattern (e.g., get_accounts, place_order, cancel_all_orders). No mixing of styles.

Tool Count5/5

33 tools is appropriate for an IB API wrapper, covering core functionalities without excessive bloat or insufficiency.

Completeness4/5

Covers most major areas: connection, account, contracts, market data, orders, portfolio, news, options. Lacks order modification tool (e.g., modify_order), but typical workflows are supported.

Maintenance

ActivityInactive
ResponsivenessNo issues