Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@ib-async-mcp show my account portfolio and positions"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
MCP (Model Context Protocol) server wrapping ib_async for Interactive Brokers API.
Connection Management: Connect/disconnect to TWS or IB Gateway
Account Data: Account values, summary, portfolio, positions, P&L
Contracts: Create and qualify contracts (stocks, options, futures, forex, crypto, etc.)
Market Data: Real-time quotes and historical data
Orders: Place, modify, cancel orders (market, limit, stop, stop-limit)
Options: Option chains, implied volatility, option pricing
Scanners: Market scanners with various criteria
News: News providers and articles
Related MCP server: claude-tws-connect
Python 3.10+
Interactive Brokers TWS or IB Gateway running with API enabled
API port configured (default: 7497 for TWS, 4001 for Gateway)
cd ib-async-mcp
uv syncuv run ib-async-mcpAdd to your MCP client configuration (e.g., .kiro/settings/mcp.json):
{
"mcpServers": {
"ib-async": {
"command": "uv",
"args": ["--directory", "/path/to/ib-async-mcp", "run", "ib-async-mcp"],
"env": {}
}
}
}Or using uvx (after publishing):
{
"mcpServers": {
"ib-async": {
"command": "uvx",
"args": ["ib-async-mcp"],
"env": {}
}
}
}connect - Connect to TWS/Gateway
disconnect - Disconnect
is_connected - Check connection status
get_accounts - List managed accounts
get_account_values - Account values (balance, margin, etc.)
get_account_summary - Account summary
get_portfolio - Portfolio with market values
get_positions - All positions
get_pnl - Profit and loss
create_contract - Create a contract
qualify_contracts - Qualify contracts (fill conId)
get_contract_details - Detailed contract info
search_symbols - Search for symbols
get_market_data - Real-time snapshot
get_historical_data - Historical bars
get_head_timestamp - Earliest available data
place_order - Place new order
cancel_order - Cancel order
cancel_all_orders - Cancel all orders
get_open_orders - List open orders
get_open_trades - List open trades
get_executions - Execution reports
get_fills - Order fills
what_if_order - Check margin impact
get_option_chain - Option chain
calculate_implied_volatility - Calculate IV
calculate_option_price - Calculate option price
get_scanner_parameters - Available scanner params
run_scanner - Run market scanner
get_news_providers - List news providers
get_news_article - Get article
get_historical_news - Historical headlines
get_current_time - TWS server time
# Connect first
connect(host="127.0.0.1", port=7497, client_id=1)
# Get account info
get_accounts()
get_portfolio()
# Get market data
get_market_data(contract_type="stock", symbol="AAPL")
# Get historical data
get_historical_data(
contract_type="stock",
symbol="SPY",
duration="5 D",
bar_size="1 hour"
)
# Place an order
place_order(
contract_type="stock",
symbol="AAPL",
action="BUY",
quantity=100,
order_type="limit",
limit_price=150.00
)MIT
This software is not affiliated with Interactive Brokers Group, Inc. Use at your own risk.
Calculate implied volatility from option price.
Inputs: symbol (required), expiry (required), strike (required), right (required), +2 more.
Calculate option price from volatility.
Inputs: symbol (required), expiry (required), strike (required), right (required), +2 more.
Cancel all open orders.
Inputs: no named parameters.
Cancel an existing order.
Inputs: order_id (required).
Connect to TWS or IB Gateway. Must be called before using other tools.
Inputs: host, port, client_id, readonly.
Create a contract for trading. Types: stock, option, future, forex, index, cfd, crypto, bond.
Inputs: contract_type (required), symbol (required), exchange, currency, +4 more.
Disconnect from TWS/Gateway.
Inputs: no named parameters.
Get list of managed account names.
Inputs: no named parameters.
Get account summary.
Inputs: account.
Get account values (balance, margin, etc.).
Inputs: account.
Get detailed contract information.
Inputs: contract_type (required), symbol (required), exchange, currency.
Get current TWS server time.
Inputs: no named parameters.
Get execution reports.
Inputs: no named parameters.
Get order fills.
Inputs: no named parameters.
Get earliest available historical data timestamp.
Inputs: contract_type (required), symbol (required), exchange, currency, +1 more.
Get historical bar data.
Inputs: contract_type (required), symbol (required), exchange, currency, +4 more.
Get historical news headlines.
Inputs: con_id (required), provider_codes (required), total_results.
Get real-time market data snapshot for a contract.
Inputs: contract_type (required), symbol (required), exchange, currency.
Get a news article.
Inputs: provider_code (required), article_id (required).
Get available news providers.
Inputs: no named parameters.
Get all open orders.
Inputs: no named parameters.
Get all open trades.
Inputs: no named parameters.
Get option chain for an underlying.
Inputs: symbol (required), exchange, underlying_sec_type.
Get profit and loss.
Inputs: account.
Get portfolio positions with market values.
Inputs: account.
Get all positions.
Inputs: account.
Get available scanner parameters.
Inputs: no named parameters.
Check if connected to TWS/Gateway.
Inputs: no named parameters.
Place a new order.
Inputs: contract_type (required), symbol (required), action (required), quantity (required), +5 more.
Qualify contracts to fill in missing fields like conId.
Inputs: contract_type (required), symbol (required), exchange, currency.
Run a market scanner.
Inputs: scan_code (required), instrument, location_code, num_rows.
Search for matching symbols/contracts.
Inputs: pattern (required).
Check margin impact without placing order.
Inputs: contract_type (required), symbol (required), action (required), quantity (required), +4 more.
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
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Scored across 33 tools
Most tools have distinct purposes, but some overlap exists (e.g., get_fills vs. get_executions, get_portfolio vs. get_positions). The descriptions help differentiate, but agents might still misselect.
All tools follow a consistent verb_noun snake_case pattern (e.g., get_accounts, place_order, cancel_all_orders). No mixing of styles.
33 tools is appropriate for an IB API wrapper, covering core functionalities without excessive bloat or insufficiency.
Covers most major areas: connection, account, contracts, market data, orders, portfolio, news, options. Lacks order modification tool (e.g., modify_order), but typical workflows are supported.
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