IBKR MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| IBKR_HOST | No | Host of IB Gateway (default: 127.0.0.1) | |
| IBKR_PORT | No | Port of IB Gateway (4001 for live, 4002 for paper, default: 4002) | |
| IBKR_TRADING_ENABLED | No | Set to 'true' to enable trading (used for paper account) |
Instructions
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.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| ibkr_health_checkA | Check IB Gateway connection and account mode. |
| ibkr_get_positionsC | Get current portfolio positions. |
| ibkr_get_account_summaryC | Get account summary values (buying power, net liquidation, etc.). |
| ibkr_get_daytrade_statusB | Get day-trade balance and PDT-related account tags. |
| ibkr_get_quoteC | Get a market data snapshot. For options, pass expiry (YYYYMMDD), strike, and right. |
| ibkr_get_historical_barsC | Get historical OHLCV bars for a stock. |
| ibkr_get_option_chainC | Get option chain expirations and strikes for an underlying symbol. |
| ibkr_place_stock_orderC | Place a stock order. Paper account only. |
| ibkr_place_option_orderB | Place a single-leg option order. Paper account only. |
| ibkr_cancel_orderC | Cancel an open order. Paper account only. |
| ibkr_get_open_ordersC | List open orders. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 11 tools
Each tool has a distinct and clear purpose, covering different aspects of brokerage operations such as orders, account info, market data, and positions. No two tools have overlapping functionality.
All tool names follow a consistent 'ibkr_verb_noun' pattern with lowercase and underscores, using standard verbs like get, place, cancel, and list. The naming is uniform and predictable.
With 11 tools, the server covers core brokerage operations without being overwhelming. The count is well-scoped for its purpose.
The tool set covers essential operations: account summary, positions, orders, quotes, historical data, and health check. It lacks order modification and support for multi-leg options or other asset types, but core workflows are well-represented.