Schema | ibkr-mcp-server

ibkr-mcp-server

Describes the environment variables required to run the server.

Name	Required	Description	Default
`IBKR_READONLY`	No	Set to '1' to disable all order tools (read-only mode).	0
`IBKR_AUDIT_LOG`	No	File path for audit log of order operations.	~/.ibkr-mcp-server/audit.log
`IBKR_CLIENT_ID`	No	Client ID for TWS/IB Gateway connection.	17
`IBKR_TRADING_MODE`	No	Trading mode: 'paper' or 'live'. Live trading requires explicit opt-in.	paper

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": false }
`experimental`	{}

Functions exposed to the LLM to take actions

Name	Description
statusA	Return connection state, trading mode, and gateway info.
get_account_summaryD	Cash, net liquidation, buying power, margin.
get_positionsC	Open positions with market price enrichment.
get_pnlC	Account-level or per-position P&L.
get_executionsC	Today's fills (or since ISO timestamp).
search_symbolC	Search IBKR for symbols matching a query.
qualify_contractC	Resolve a symbol to a canonical contract with conid.
get_quoteC	Snapshot bid/ask/last/volume.
get_historical_barsD	Historical OHLCV bars.
place_orderC	Place a single-leg market/limit/stop/stop-limit order.
place_bracket_orderC	Place a bracket: entry + take-profit + stop-loss.
modify_orderC	Modify an existing open order.
cancel_orderC	Cancel an existing open order.
list_open_ordersC	List currently open orders.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources