Schema | ibkr-mcp

ibkr-mcp

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

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.

Features and capabilities supported by this server

Protocol revision2025-11-25

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

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.

Interactive templates invoked by user choice

Name	Description
No prompts

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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curl -X GET 'https://glama.ai/api/mcp/v1/servers/mark-liu/ibkr-mcp'

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