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jgalea

ibkr-mcp

by jgalea
OverviewSchemaRelated ServersScoreDiscussions
Python
Local

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
IBKR_HOSTNoTWS / Gateway host127.0.0.1
IBKR_PORTNoMatch your TWS / Gateway mode (7496 live, 7497 paper, 4001 live gateway, 4002 paper gateway)7497
IBKR_TIMEOUTNoConnect and request timeout in seconds10
IBKR_CLIENT_IDNoUnique per API client (must be at least 1)23
IBKR_FLEX_TOKENNoThe Flex Web Service token itself (fallback; prefer IBKR_FLEX_TOKEN_CMD)
IBKR_FLEX_QUERY_IDNoNumeric ID of your Activity Flex Query (or IBKR_FLEX_QUERY_IDS for multiple)
IBKR_ENABLE_TRADINGNoSet to 'true', '1', or 'yes' to register order tools
IBKR_FLEX_TOKEN_CMDNoCommand whose stdout is the Flex Web Service token
IBKR_MAX_ORDER_VALUENoCap on order notional (ceiling 10,000,000)50000
IBKR_MARKET_DATA_TYPENo1 live, 2 frozen, 3 delayed, 4 delayed-frozen3
IBKR_ORDERS_PER_MINUTENoAggregate order rate limit across concurrent calls6
IBKR_MAX_ORDER_QUANTITYNoHard cap on units per order (ceiling 1,000,000)1000
IBKR_ALLOW_EXTERNAL_CANCELNoSet to 'true' to allow cancel_order to cancel orders not placed by this server

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}
logging
{}
prompts
{
  "listChanged": false
}
resources
{
  "subscribe": false,
  "listChanged": false
}
extensions
{
  "io.modelcontextprotocol/ui": {}
}
experimental
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
list_accountsB

List account IDs managed by the current TWS/Gateway login.

get_account_summaryB

Account summary: net liquidation, cash, buying power, margin, etc.

get_positionsB

Current positions with quantity and average cost.

get_portfolioB

Portfolio with market value, unrealized and realized PnL per position.

review_positionsA

Review open positions for loss discipline. Flags positions that have fallen past a loss threshold so a deliberate decision gets made — "has the thesis changed, or just the price?" — instead of defaulting to holding. Surfaces the book so the well-documented tendency to hold losers and sell winners (the disposition effect) gets a conscious check. Informational, not advice.

get_pnlB

Today's realized/unrealized/daily PnL for an account.

get_quoteC

Market data snapshot (delayed by default; see IBKR_MARKET_DATA_TYPE).

get_historical_dataC

Historical OHLCV bars.

lookup_contractC

Resolve a symbol to a fully qualified IB contract (conId, exchange, etc.).

search_contractsC

Search instruments by symbol or company name.

get_open_ordersA

Open (working) orders across accounts.

get_executionsA

Executions (fills) from the current session/day.

get_history_coverageA

Date span and row counts of locally archived account history.

get_trade_historyA

Historical executed trades from the configured Flex query (up to its period, plus everything previously archived locally). Needs IBKR_FLEX_QUERY_ID + token; see README.

get_cash_transactionsC

Historical cash activity (dividends, interest, deposits/withdrawals, fees) from the configured Flex query. Needs IBKR_FLEX_QUERY_ID + token; see README.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

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