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) |
Capabilities
Features and capabilities supported by this server
| 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 | |
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