IBKR MCP server

Updated: 2026-05-31 21:23 CEST

ibkr mcp is a local MCP server for Interactive Brokers portfolio analysis and trading research. It connects Claude Desktop, Claude Code, Cursor, Zed, Continue, and other stdio MCP hosts to the machine already running IB Gateway or Trader Workstation (TWS).

Use this page when you searched for "IBKR MCP", "ibkr mcp server", or "Interactive Brokers MCP". If your exact query was "ibkr mcp tws", use the IBKR MCP TWS setup page. The short version: install the Claude Desktop MCP Bundle or the ibkr binary, run it beside your local IBKR session, and expose account, positions, quotes, calendars, options, scanners, breadth, gamma, regime, stress-monitoring, and sizing context to an AI workflow. The bundled MCP surface is read-side only, so agents can review, monitor, and size plans without receiving order-entry tools.

Best fit

• You want an IBKR MCP server that works locally through stdio.
• You already run IB Gateway or TWS and want Claude or another agent to analyze account and market context.
• You want a single Go binary instead of a Python bridge, Java jar, hosted broker proxy, or remote custody layer.
• You want portfolio intelligence, market research, risk checks, and controlled trading-workflow analysis before any separate execution step.

Install

Claude Desktop users should start with the MCP Bundle:

open https://github.com/osauer/ibkr/releases/latest/download/ibkr.mcpb

Open the .mcpb file with Claude Desktop, then fully quit and relaunch Claude while IB Gateway or TWS is running locally.

Claude Code users can install the plugin, which carries the ibkr skill, hooks, and MCP server config, then install the local binary:

/plugin marketplace add osauer/ibkr
/plugin install ibkr@ibkr

Shell, Cursor, Continue, Zed, and generic MCP users can install the binary:

curl -fsSL https://raw.githubusercontent.com/osauer/ibkr/main/install.sh | sh
ibkr setup claude-desktop

Generic MCP configuration:

{
  "mcpServers": {
    "ibkr": {
      "command": "/ABSOLUTE/PATH/TO/ibkr",
      "args": ["mcp"]
    }
  }
}

What the MCP server exposes

• Account summary, buying power, cash, margin, daily P&L, positions, option legs, and Greek coverage.
• Snapshot stock and ETF quotes, daily history, previous close, and quote freshness.
• Official market calendars for US equities, US listed options, and Xetra.
• Option expiries, implied volatility, expected moves, strike grids, deltas, and open interest.
• Market scanners, fixed-fractional position sizing, S&P 500 breadth, SPY+SPX dealer gamma, broad-market regime lifecycle, and the ibkr_canary portfolio-aware stress-lifecycle tool.
• Streaming stock and ETF quote resources through ibkr://quote/{symbol}.

The full schema is in the MCP tools reference and MCP resources reference.

For a scheduled stress-monitoring workflow that returns lifecycle stage, readiness, confidence, source health, fingerprints, row table, and warnings, use examples/ibkr_portfolio_canary_prompt.md. It is intentionally narrow: it gives the decision surface and leaves notifications or escalation policy to your host workflow.

Current execution boundary

The current bundled CLI and MCP server expose analysis and sizing tools. They do not expose tools for placing, modifying, or cancelling Interactive Brokers orders. If a host asks to buy or sell securities through this MCP server, the correct answer is that the current public server has no order-entry interface.

Related pages

• Interactive Brokers MCP server for the broader setup guide.
• IBKR MCP TWS setup for the exact "ibkr mcp tws" search path.
• IB Gateway MCP server for headless Gateway-oriented setup.
• Claude Desktop Interactive Brokers setup for the Claude MCPB path.
• Best IBKR MCP server for Claude Code for the Claude Code comparison and safety query.
• Portfolio review with Claude and IBKR for a prompt-driven portfolio review workflow.
• Read-only MCP server for the current safety boundary.