ibkr-mcp-server

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.

Features

12 Tools

All read tools are annotated with readOnlyHint=True. Write tools are annotated with destructiveHint=True and require SAFETY_PAPER_ONLY=false.

4 Resources

4 Prompts

Related MCP server: ib-async-mcp

Prerequisites

• IB Gateway running (via Docker or standalone)

• Python 3.12+ with uv

• IBKR account with API access enabled

IB Gateway via Docker

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:stable

Approve the 2FA prompt on IBKR Mobile after starting.

Install

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 sync

Configure in Claude Code

Add to your project's .mcp.json:

{
  "mcpServers": {
    "ibkr": {
      "command": "uv",
      "args": ["run", "--directory", "/path/to/ibkr-mcp-server", "ibkr-mcp"]
    }
  }
}

Configure in Claude Desktop

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "ibkr": {
      "command": "uv",
      "args": ["run", "--directory", "/path/to/ibkr-mcp-server", "ibkr-mcp"]
    }
  }
}

Usage

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"

Safety

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=false

Even with trading enabled, only limit orders are supported — no market orders.

Environment Variables

Development

uv sync --dev
uv run pytest -v

License

MIT