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 |
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
} |
| 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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