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., "@Interactive Brokers MCP ServerShow my current portfolio positions and account summary."
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
MCP server for Interactive Brokers Gateway — 6 tools for market data and account access via Claude.
Tools
Tool | Description |
| Historical OHLCV bars for any contract |
| Current portfolio positions and P&L |
| Account summary (balances, margin, NAV) |
| Contract lookup and details |
| Option chain pricing |
| Real-time quote snapshot |
Install
pip install interactive-brokers-mcpPrerequisites
IB Gateway or TWS running
API access enabled in Gateway/TWS settings
Host/port/client ID matching your environment variables
Environment Variables
Variable | Default | Description |
|
| Gateway hostname |
|
| Gateway port |
|
| API client ID |
|
| Connection timeout (seconds) |
|
| Read-only mode |
| Comma-separated account whitelist | |
| Optional cache directory override |
The package auto-loads .env from the package directory and parent.
Usage
Claude Code
claude mcp add ibkr-mcp -- ibkr-mcpOr in ~/.claude.json:
{
"mcpServers": {
"ibkr-mcp": {
"type": "stdio",
"command": "ibkr-mcp"
}
}
}Standalone
ibkr-mcp # via installed entry point
python -m ibkr.server # via moduleLicense
MIT
Resources
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If you are the server author, to access and configure the admin panel.