Interactive Brokers MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IBKR_TIMEOUT | No | Connection timeout (seconds) | 10 |
| IBKR_READONLY | No | Read-only mode | false |
| IBKR_CACHE_DIR | No | Optional cache directory override | |
| IBKR_CLIENT_ID | No | API client ID | 1 |
| IBKR_GATEWAY_HOST | No | Gateway hostname | 127.0.0.1 |
| IBKR_GATEWAY_PORT | No | Gateway port | 7496 |
| IBKR_AUTHORIZED_ACCOUNTS | No | Comma-separated account whitelist |
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
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_ibkr_market_dataC | Fetch historical price series from IBKR Gateway. |
| get_ibkr_positionsB | Fetch current IBKR positions and optionally account-level PnL. |
| get_ibkr_accountC | Fetch IBKR account summary metrics. |
| get_ibkr_contractC | Fetch contract details or option chain metadata from IBKR. |
| get_ibkr_option_pricesC | Snapshot bid/ask/greeks for multiple option strikes. |
| get_ibkr_snapshotC | Snapshot latest price for any security. |
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 6 tools
Most tools have distinct purposes targeting different IBKR data types (account, contract, market data, options, positions, snapshot), but 'get_ibkr_market_data' and 'get_ibkr_snapshot' could cause confusion as both fetch price data with unclear boundaries between historical series and latest snapshots.
All tools follow a perfect 'get_ibkr_' prefix pattern with descriptive snake_case suffixes, creating a highly predictable and readable naming convention throughout the set.
Six tools is well-scoped for an Interactive Brokers data server, providing focused coverage of key financial data categories without being overwhelming or insufficient for the domain.
The toolset covers read operations well but lacks obvious trading or order management capabilities (create/update/delete orders) that would be expected for a full IBKR trading interface, creating notable gaps despite good data retrieval coverage.