ibkr-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IB_HOST | No | Gateway host | 127.0.0.1 |
| IB_PORT | No | Gateway port (4001=live, 4002=paper) | 4001 |
| IB_CACHE_TTL | No | Contract cache TTL in seconds | 3600 |
| IB_CLIENT_ID | No | API client ID (must be unique per connection) | 10 |
| IB_MARKET_DATA_TYPE | No | 1=live, 2=frozen, 3=delayed, 4=frozen-delayed | 3 |
| IB_RECONNECT_INTERVAL | No | Seconds between reconnect attempts | 30 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| 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
| Name | Description |
|---|---|
| ibkr_quoteA | Get current price quotes for one or more symbols. |
| ibkr_historical_barsB | Get OHLCV historical bars for a symbol. |
| ibkr_fx_rateA | Get live FX rate for a currency pair. |
| ibkr_positionsA | Get all portfolio positions with P&L, market value, and weight %. Returns positions sorted by absolute market value (largest first). |
| ibkr_account_summaryA | Get account summary: net liquidation, cash, margin, buying power, P&L. Returns key account metrics grouped by currency. |
| ibkr_option_chainA | Get available option expirations and strikes for a symbol. Returns the chain structure (what expirations and strikes exist), not Greeks for individual contracts. Use ibkr_quote with specific option symbols for Greeks. |
| ibkr_contract_searchA | Search for contracts by name or symbol using IB's fuzzy matching. |
| ibkr_connection_statusA | Check IB Gateway connection health and configuration. Returns connection state, managed accounts, market data type, market hours status, and cache statistics. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| resource_positions | Current portfolio positions as context. |
| resource_account_summary | Account summary as context. |
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