ibkr-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IBKR_HOST | No | Hostname of the IBKR Gateway or TWS socket API endpoint. | 127.0.0.1 |
| IBKR_PORT | No | Socket API port. | 4002 |
| IBKR_CLIENT_ID | No | API client ID used when connecting to IBKR. | 19191 |
| IBKR_TIMEOUT_MS | No | Request timeout for IBKR API calls. | 10000 |
| IBKR_ACCOUNT_GROUP | No | Default account group for ibkr_account_summary. | All |
| IBKR_ACCOUNT_SUMMARY_TAGS | No | Optional comma-separated override for summary fields. | AccountType,NetLiquidation,TotalCashValue,SettledCash,BuyingPower,AvailableFunds,ExcessLiquidity,GrossPositionValue,InitMarginReq,MaintMarginReq,DayTradesRemaining |
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": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| ibkr_statusA | Confirm read-only connectivity to the configured IBKR Gateway session and return server time. |
| ibkr_accountsA | List managed IBKR accounts visible to the current Gateway login. |
| ibkr_account_summaryA | Return account summary values such as net liquidation, cash, buying power, and margin. |
| ibkr_positionsA | List open positions across all accessible IBKR accounts. |
| ibkr_open_ordersA | List currently open orders visible to the Gateway session. This server does not place, modify, or cancel orders. |
| ibkr_executionsB | Return execution reports using optional filters such as account, symbol, side, or time. |
| ibkr_search_contractsA | Search IBKR contracts by ticker or company name and return matching instrument descriptors. |
| ibkr_contract_detailsB | Resolve an IBKR contract definition and return matching contract details. |
| ibkr_historical_barsA | Fetch read-only historical bars for a contract from IBKR Gateway. |
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 9 tools
Each tool maps to a distinct IBKR resource: accounts, positions, account summary, open orders, executions, contract search, contract details, historical bars, and gateway status. Even the two contract tools are clearly separated as discovery versus detail resolution.
All tools share a consistent lowercase ibkr_ prefix and mostly use noun-style resource names such as ibkr_positions and ibkr_account_summary. The one action-style name, ibkr_search_contracts, is a minor deviation from an otherwise predictable pattern.
Nine tools is a well-scoped size for a read-only IBKR integration. Each tool covers a distinct data need without redundant overlap or unnecessary extras.
The set covers the core read-only brokerage workflow: accounts, positions, summary, orders, executions, contract discovery, and historical bars. A real-time quote or market data snapshot tool would round it out, but this is a minor gap given the read-only orientation.