Risk regime
One dashboard for volatility, credit, funding, FX carry, dealer gamma, and S&P 500 breadth.
Agentic IBKR workflows
IBKR MCP server for portfolio analysis and trading research
Connect Interactive Brokers (IBKR) Gateway or TWS to Claude Desktop, Claude Code, Cursor, Zed, and other MCP hosts. Turn live portfolio, options, quotes, scanners, breadth, gamma, and risk-regime data into agentic review workflows.
The bundled MCP surface is read-side only: agents can analyze, monitor, and size plans without receiving order-entry tools.
Local by default
Connects to IB Gateway or TWS on your machine. No hosted broker custody layer.
Agent-ready
Runs as a stdio MCP server for Claude Desktop, Claude Code, Cursor, Zed, and other MCP hosts.
Workflow depth
Portfolio review, options diagnostics, scanners, risk checks, gamma, breadth, and regime context in one tool.
Go binary
One installable CLI with a local daemon and a clean-room Go TWS protocol library.
Market, account, and option context.
Fresh terminal screenshots from the live CLI, with position quantities and monetary account details sanitized before publication.
Option chains
Expiry lists, ATM implied volatility, and expected moves from the local IBKR market-data session.
Positions and exposure
Underlying grouping, option legs, marks, Greek coverage, and portfolio-level exposure with sensitive values redacted here.
Ask portfolio and market questions in plain language.
The MCP descriptions are written for agent routing, so assistants can pick the right tool without you naming commands.
- Review my portfolio and rank the risks I should look at today.
- What is in my IBKR account?
- Show my SPY exposure, including option deltas.
- How does the market regime look today?
- Is Xetra open on Whit Monday?
- Are dealers supporting or amplifying today's SPY move?
- What expiries are listed for SPY and what is the implied move?
- If I enter MSFT at 418 with a stop at 408, what is my EUR risk?
One local tool, three ways to use it.
For AI assistants
ibkr mcp exposes account, quote, calendar, chain, scanner, sizing, breadth, gamma, and regime tools to MCP clients for analysis workflows.
For fast checks
Run commands such as ibkr status, ibkr positions, ibkr calendar, ibkr chain SPY, and ibkr regime. Every data command supports JSON.
For custom systems
github.com/osauer/ibkr/pkg/ibkr speaks the TWS protocol directly with no Python bridge and no IBKR jars.
Popular setup paths.
Use the page that matches the phrase you searched for; all paths install the same local ibkr mcp workflow surface.
IBKR MCP server
Exact setup notes for users searching by the IBKR acronym and MCP server phrase.
Interactive Brokers MCP server
The broader guide for account, market-data, install, and safety boundaries.
TWS MCP server
Use Trader Workstation as the local API session behind the MCP tools.
IB Gateway MCP server
Use the lighter local Gateway process as the source for account and market data.
Claude Desktop Interactive Brokers setup
Install the MCPB and connect Claude Desktop to your local IBKR session.
IBKR Claude Desktop MCP setup
Exact setup notes for Claude Desktop users whose search results are mixing in IBKR Desktop.
Connect Claude to IBKR
Use Claude Desktop or Claude Code for local IBKR portfolio review and market analysis.
Best IBKR MCP server for Claude Code
How to evaluate Claude Code IBKR MCP servers by local execution, tool coverage, and current execution boundary.
Analyze an Interactive Brokers portfolio with AI
Ask natural-language portfolio questions against live local positions, options, and market context.
Portfolio review with Claude and IBKR
Use a desk-style prompt to rank exposures, options risks, quote freshness, and next review steps.
Read-only MCP server
Make the no-order-entry boundary explicit for agentic account and market workflows.
Install for Claude Desktop or shell.
Claude Desktop users can install the MCP Bundle release asset directly. Shell and generic MCP users can install the CLI and configure a local stdio server.
Prerequisites: IB Gateway 10.37+ or TWS running locally, plus an IBKR Pro account with TWS API access. IBKR Lite does not include TWS API access.
Download MCPB for Claude Desktop
Open the .mcpb file with Claude Desktop, drag it into Claude Desktop, or use Settings → Extensions → Install Extension. macOS and Linux are supported; Windows users can use WSL with the shell path.
# Shell, Cursor, Continue, Zed, generic MCP hosts
curl -fsSL https://raw.githubusercontent.com/osauer/ibkr/main/install.sh | sh
ibkr setup claude-desktop
# then ask:
# "How does my IBKR account look today?"IBKR MCP FAQ.
What is the IBKR MCP server?
ibkr mcp is a local Model Context Protocol server for Interactive Brokers account and market-data workflows.
Can it place orders?
No. The bundled CLI and MCP server expose account and market data, but no place, modify, or cancel order tools.
Does it use TWS or IB Gateway?
Yes. It connects to a local TWS or IB Gateway API session and auto-discovers the standard paper and live ports.
How does Claude Desktop connect?
Install the latest MCPB release asset, open it with Claude Desktop, and restart Claude while IB Gateway or TWS is running.