Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@ib-async-mcp Show my current portfolio, open positions, and account P&L"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP (Model Context Protocol) server wrapping ib_async for Interactive Brokers API.
Connection Management: Connect/disconnect to TWS or IB Gateway
Account Data: Account values, summary, portfolio, positions, P&L
Contracts: Create and qualify contracts (stocks, options, futures, forex, crypto, etc.)
Market Data: Real-time quotes and historical data
Orders: Place, modify, cancel orders (market, limit, stop, stop-limit)
Options: Option chains, implied volatility, option pricing
Scanners: Market scanners with various criteria
News: News providers and articles
Related MCP server: ib-async-mcp
Python 3.10+
Interactive Brokers TWS or IB Gateway running with API enabled
API port configured (default: 7497 for TWS, 4001 for Gateway)
cd ib-async-mcp
uv syncuv run ib-async-mcpAdd to your MCP client configuration (e.g., .kiro/settings/mcp.json):
{
"mcpServers": {
"ib-async": {
"command": "uv",
"args": ["--directory", "/path/to/ib-async-mcp", "run", "ib-async-mcp"],
"env": {}
}
}
}Or using uvx (after publishing):
{
"mcpServers": {
"ib-async": {
"command": "uvx",
"args": ["ib-async-mcp"],
"env": {}
}
}
}connect - Connect to TWS/Gateway
disconnect - Disconnect
is_connected - Check connection status
get_accounts - List managed accounts
get_account_values - Account values (balance, margin, etc.)
get_account_summary - Account summary
get_portfolio - Portfolio with market values
get_positions - All positions
get_pnl - Profit and loss
create_contract - Create a contract
qualify_contracts - Qualify contracts (fill conId)
get_contract_details - Detailed contract info
search_symbols - Search for symbols
get_market_data - Real-time snapshot
get_historical_data - Historical bars
get_head_timestamp - Earliest available data
place_order - Place new order
cancel_order - Cancel order
cancel_all_orders - Cancel all orders
get_open_orders - List open orders
get_open_trades - List open trades
get_executions - Execution reports
get_fills - Order fills
what_if_order - Check margin impact
get_option_chain - Option chain
calculate_implied_volatility - Calculate IV
calculate_option_price - Calculate option price
get_scanner_parameters - Available scanner params
run_scanner - Run market scanner
get_news_providers - List news providers
get_news_article - Get article
get_historical_news - Historical headlines
get_current_time - TWS server time
# Connect first
connect(host="127.0.0.1", port=7497, client_id=1)
# Get account info
get_accounts()
get_portfolio()
# Get market data
get_market_data(contract_type="stock", symbol="AAPL")
# Get historical data
get_historical_data(
contract_type="stock",
symbol="SPY",
duration="5 D",
bar_size="1 hour"
)
# Place an order
place_order(
contract_type="stock",
symbol="AAPL",
action="BUY",
quantity=100,
order_type="limit",
limit_price=150.00
)MIT
This software is not affiliated with Interactive Brokers Group, Inc. Use at your own risk.
Calculate implied volatility from option price.
Inputs: symbol (required), expiry (required), strike (required), right (required), +2 more.
Calculate option price from volatility.
Inputs: symbol (required), expiry (required), strike (required), right (required), +2 more.
Cancel all open orders.
Inputs: no named parameters.
Cancel an existing order.
Inputs: order_id (required).
Connect to TWS or IB Gateway. Must be called before using other tools.
Inputs: host, port, client_id, readonly.
Create a contract for trading. Types: stock, option, future, forex, index, cfd, crypto, bond.
Inputs: contract_type (required), symbol (required), exchange, currency, +4 more.
Disconnect from TWS/Gateway.
Inputs: no named parameters.
Get list of managed account names.
Inputs: no named parameters.
Get account summary.
Inputs: account.
Get account values (balance, margin, etc.).
Inputs: account.
Get detailed contract information.
Inputs: contract_type (required), symbol (required), exchange, currency.
Get current TWS server time.
Inputs: no named parameters.
Get execution reports.
Inputs: no named parameters.
Get order fills.
Inputs: no named parameters.
Get earliest available historical data timestamp.
Inputs: contract_type (required), symbol (required), exchange, currency, +1 more.
Get historical bar data.
Inputs: contract_type (required), symbol (required), exchange, currency, +4 more.
Get historical news headlines.
Inputs: con_id (required), provider_codes (required), total_results.
Get real-time market data snapshot for a contract.
Inputs: contract_type (required), symbol (required), exchange, currency.
Get a news article.
Inputs: provider_code (required), article_id (required).
Get available news providers.
Inputs: no named parameters.
Get all open orders.
Inputs: no named parameters.
Get all open trades.
Inputs: no named parameters.
Get option chain for an underlying.
Inputs: symbol (required), exchange, underlying_sec_type.
Get profit and loss.
Inputs: account.
Get portfolio positions with market values.
Inputs: account.
Get all positions.
Inputs: account.
Get available scanner parameters.
Inputs: no named parameters.
Check if connected to TWS/Gateway.
Inputs: no named parameters.
Place a new order.
Inputs: contract_type (required), symbol (required), action (required), quantity (required), +5 more.
Qualify contracts to fill in missing fields like conId.
Inputs: contract_type (required), symbol (required), exchange, currency.
Run a market scanner.
Inputs: scan_code (required), instrument, location_code, num_rows.
Search for matching symbols/contracts.
Inputs: pattern (required).
Check margin impact without placing order.
Inputs: contract_type (required), symbol (required), action (required), quantity (required), +4 more.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 33 tools
Each tool has a distinct purpose with clear boundaries, such as 'cancel_order' vs 'cancel_all_orders', 'get_account_summary' vs 'get_account_values', and 'place_order' vs 'what_if_order'. The descriptions specify unique functions, preventing agent misselection.
All tools follow a consistent verb_noun pattern (e.g., 'calculate_implied_volatility', 'get_historical_data', 'place_order'), with no deviations in style or convention. This predictability aids agent tool selection and understanding.
With 33 tools, the count is borderline high for an MCP server, potentially overwhelming for agents. While the domain (Interactive Brokers trading) is complex, it may benefit from consolidation or categorization to improve usability.
The toolset comprehensively covers the trading domain, including connection management, contract creation, market data, order placement, account information, and analytics. No obvious gaps exist for core workflows, from setup to execution and monitoring.
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