ibkr-mcp-server
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@ibkr-mcp-servershow my current portfolio holdings"
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
This project is a FastAPI application that interacts with the Interactive Brokers (IBKR) API to fetch portfolio details.
Project Structure
ibkr-mcp-server
├── app
│ ├── __init__.py
│ ├── main.py
│ ├── api
│ │ ├── __init__.py
│ │ └── endpoints
│ │ ├── __init__.py
│ │ └── portfolio.py
│ ├── core
│ │ ├── __init__.py
│ │ └── config.py
│ ├── models
│ │ ├── __init__.py
│ │ └── portfolio.py
│ └── services
│ ├── __init__.py
│ └── ibkr_service.py
├── requirements.txt
├── .env
└── README.mdSetup Instructions
Clone the repository:
git clone <repository-url> cd ibkr-mcp-serverCreate a virtual environment:
python -m venv venv source venv/bin/activate # On Windows use `venv\Scripts\activate`Install dependencies:
pip install -r requirements.txtSet up environment variables: Create a
.envfile in the root directory and add your IBKR API credentials.Run the application:
uvicorn app.main:app --reload
Usage
Once the server is running, you can access the API endpoints to fetch portfolio details. The API documentation will be available at http://localhost:8000/docs.
License
This project is licensed under the MIT License.
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