Interactive Brokers MCP Server

Instructions

Implementation Reference

• ibkr/server.py:117-131 (handler)

  MCP tool handler for get_ibkr_account - registered with @mcp.tool() decorator, wraps IBKRClient.get_account_summary() call with error handling

  @mcp.tool()
  def get_ibkr_account(account_id: Optional[str] = None) -> dict:
      """Fetch IBKR account summary metrics."""
  
      def _impl() -> dict:
          from .client import IBKRClient
  
          client = IBKRClient()
          summary = client.get_account_summary(account_id=account_id)
          return {"status": "success", "account_summary": summary}
  
      try:
          return _with_stderr_stdout(_impl)
      except Exception as exc:
          return {"status": "error", "error": str(exc)}

• ibkr/client.py:108-112 (helper)

  IBKRClient.get_account_summary - manages connection, resolves account_id with authorization checks, delegates to fetch_account_summary helper

  def get_account_summary(self, account_id: str | None = None) -> dict[str, float]:
      with ibkr_shared_lock:
          ib = self._get_account_ib()
          resolved_account = self._resolve_account_id(ib, account_id)
          return fetch_account_summary(ib, account_id=resolved_account)

• ibkr/account.py:103-124 (helper)

  fetch_account_summary - fetches account values from IBKR API, normalizes tags to snake_case, filters to USD currency only

  def fetch_account_summary(ib, account_id: str | None = None) -> dict[str, float]:
      """Fetch account summary values with USD-only tag normalization."""
      account_values = list(ib.accountValues(account=account_id) or [])
      if not account_values:
          ib.reqAccountUpdates(account=account_id)
          account_values = list(ib.accountValues(account=account_id) or [])
  
      summary: dict[str, float] = {}
      for av in account_values:
          if account_id and getattr(av, "account", None) not in (None, "", account_id):
              continue
          if getattr(av, "currency", None) != "USD":
              continue
          key = _SUMMARY_TAGS.get(getattr(av, "tag", None))
          if key is None:
              continue
          val = _safe_float(getattr(av, "value", None))
          if val is None:
              continue
          summary[key] = val
  
      return summary

• ibkr/account.py:25-34 (schema)

  Schema definition mapping IBKR account summary tags to normalized field names (snake_case) for USD values

  _SUMMARY_TAGS = {
      "NetLiquidation": "net_liquidation",
      "TotalCashValue": "total_cash_value",
      "BuyingPower": "buying_power",
      "GrossPositionValue": "gross_position_value",
      "MaintMarginReq": "maint_margin_req",
      "AvailableFunds": "available_funds",
      "ExcessLiquidity": "excess_liquidity",
      "SMA": "sma",
  }