ibkr-mcp-server
Server Configuration
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 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| experimental | {} |
Tools
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. |
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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