Click on "Deploy 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-server What are my current 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.
MCP server for Interactive Brokers — expose your portfolio data, market quotes, trading, and analysis to any MCP-compatible AI client.
Built for international/EU investors. Supports UCITS/PRIIPs-aware analysis, multi-currency portfolios, and Estonian/EU tax context.
Tool | Type | Description |
| read | Current positions with P&L |
| read | NAV, buying power, margin |
| read | Quick net asset value check |
| read | List pending orders |
| read | Real-time quote for any symbol |
| read | OHLCV bars (configurable period/size) |
| read | Find IBKR contracts by symbol/name |
| read | Full analysis with weights and concentration warnings |
| read | Flag positions exceeding a weight threshold |
| read | Calculate sell/buy plan for target allocation |
| write | Place a limit order (safety-gated) |
| write | Cancel an open order (safety-gated) |
All read tools are annotated with readOnlyHint=True. Write tools are annotated with destructiveHint=True and require SAFETY_PAPER_ONLY=false.
URI | Description |
| Live positions list |
| Account summary |
| Open orders |
| Full portfolio analysis |
Prompt | Description |
| Analyze portfolio for risks and opportunities |
| Create a rebalance plan toward target allocation |
| Check concentration risk and exposure |
| Analyze tax implications (EU/Estonian context) |
Related MCP server: ib-async-mcp
IB Gateway running (via Docker or standalone)
Python 3.12+ with uv
IBKR account with API access enabled
docker run -d \
--name ib-gateway \
-p 4003:4003 \
-p 5900:5900 \
-e TWS_USERID=your_username \
-e TWS_PASSWORD=your_password \
-e TRADING_MODE=live \
-e TWS_PORT=4003 \
ghcr.io/gnzsnz/ib-gateway:stableApprove the 2FA prompt on IBKR Mobile after starting.
git clone https://github.com/deividi86/ibkr-mcp-server.git
cd ibkr-mcp-server
cp .env.example .env
# Edit .env with your gateway host/port
uv syncAdd to your project's .mcp.json:
{
"mcpServers": {
"ibkr": {
"command": "uv",
"args": ["run", "--directory", "/path/to/ibkr-mcp-server", "ibkr-mcp"]
}
}
}Add to claude_desktop_config.json:
{
"mcpServers": {
"ibkr": {
"command": "uv",
"args": ["run", "--directory", "/path/to/ibkr-mcp-server", "ibkr-mcp"]
}
}
}Once configured, ask your AI client things like:
"What are my current positions?"
"Analyze my portfolio risk"
"Create a rebalance plan toward 70% VWCE, 20% AGGG, 10% IBC1"
"Get a quote for VWCE"
"Search for Vanguard UCITS ETFs"
Trading is disabled by default. The SAFETY_PAPER_ONLY=true environment variable blocks place_order and cancel_order. All read-only tools work regardless.
To enable live trading:
SAFETY_PAPER_ONLY=falseEven with trading enabled, only limit orders are supported — no market orders.
Variable | Default | Description |
|
| IB Gateway host |
|
| IB Gateway port |
| (empty) | Account ID (optional, uses first managed account) |
|
| Block trading tools when true |
uv sync --dev
uv run pytest -vMIT
This server cannot be deployed
MCP server for OpenMM — exposes market data, account, trading, and strategy tools to AI agents
MCP server exposing the Backtest360 engine API as tools for AI agents.
Research-only MCP server: your AI as a quant research desk. 90 tools, no trades, no brokers.
Trade across 22+ exchanges and brokers from any MCP-capable AI agent, no install required.
