IBKR MCP Server
Click on "Install 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., "@IBKR MCP Serverget my current positions"
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.
IBKR MCP Server
A FastAPI application that provides an MCP (Model Context Protocol) server for Interactive Brokers (IBKR) trading operations. The server automatically manages an IBKR Gateway Docker container and exposes trading functionality through both REST API and MCP endpoints.
Features
Trading Operations: Supports market data, positions, contracts, and scanners
Health Monitoring: Health checks, restarts gateways when no market data
Docker Management: IBKR Gateway container lifecycle (optional)
Related MCP server: claude-tws-connect
Usage
Helm (Kubernetes)
Install directly from this Git repository:
# Install from main branch
helm install ibkr-mcp-server git+https://github.com/your-username/ibkr-mcp-server@main?path=chart
# Install from a specific release
helm install ibkr-mcp-server git+https://github.com/your-username/ibkr-mcp-server@v1.0.0?path=chartDocker Compose
export IBKR_IB_GATEWAY_USERNAME="YOUR USERNAME"
export IBKR_IB_GATEWAY_PASSWORD="YOUR PASSWORD"
docker-compose up -d --buildDevelopment
Clone and setup:
git clone <repository-url> cd ibkr-mcp-serverInstall dependencies:
uv syncRun the server:
python main.py --ib-gateway-username=$YOUR_USERNAME --ib-gateway-password=$YOUR_PASSWORD
The server will start on http://localhost:8000 with API docs at /docs. MCP server will be available at http://localhost:8000/mcp.
API Endpoints
Gateway Management
These are not exposed to MCP by default
GET /gateway/status- Gateway health and statusGET /gateway/logs- Container logs
IBKR Operations
GET /ibkr/positions- Current positionsGET /ibkr/contract_details- Contract information for a symbolGET /ibkr/options_chain- Options chain for underlying contractsGET /ibkr/tickers- Market data tickers for contract IDsGET /ibkr/filtered_options_chain- Filtered options chain with market data criteriaGET /ibkr/scanner/instrument_codes- Available scanner instrument codesGET /ibkr/scanner/location_codes- Available scanner location codesGET /ibkr/scanner/filter_codes- Available scanner filter codesGET /ibkr/scanner/results- Scanner results with specified parameters
Troubleshooting
Docker issues: Ensure Docker daemon is running
Port conflicts: Check if port 8000 is available
IBKR connection: Verify credentials and TWS/Gateway setup
License
MIT License
This server cannot be installed
Maintenance
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