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IBKR (Interactive Brokers)

IBKR (Interactive Brokers) MCP Connector for Claude

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Manage your Interactive Brokers account — execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API.

9 tools Official Updated Jun 28, 2026 Official Vinkius Partner
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Connect your Interactive Brokers account to any AI agent to automate your trading workflows and portfolio monitoring through the Client Portal API.

What you can do

  • Order Management — Place, modify, and cancel orders for specific accounts using natural language commands.
  • Market Data — Fetch real-time snapshots for specific contracts (ConIds) to inform your trading decisions.
  • Portfolio Tracking — Monitor cash balances by currency and view comprehensive account summaries including equity and margin metrics.
  • Advanced Reporting — Programmatically request and retrieve pre-configured Flex Query reports for deep financial analysis and auditing.
  • Session Maintenance — Keep your API session active with built-in session management tools.

How it works

  1. Subscribe to this server
  2. Enter your IBKR Client Portal API URL and your optional Flex Web Service Token
  3. Start managing your brokerage account from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Active Traders — execute and modify orders quickly without switching between complex trading interfaces
  • Financial Analysts — automate the retrieval of portfolio ledgers and Flex statements for reporting
  • Developers — integrate real-time market data and account management directly into your coding environment
tradingbrokerageportfolio-managementmarket-datainvestingfinancial-api

9 tools expose this connector's capabilities to your AI agent.

get_account_summary

Get account summary

cancel_order

Cancel an existing order

get_flex_statement

Retrieve a generated Flex Query report

get_market_data_snapshot

Get market data snapshot for contracts

modify_order

Modify an existing order

place_order

Requires a JSON array of order objects. Place a new order

get_portfolio_ledger

Get portfolio ledger

send_flex_request

Returns a ReferenceCode to be used with get_flex_statement. Generate a Flex Query report

tickle_session

Maintain Client Portal API session

See how to talk to your AI agent using IBKR (Interactive Brokers).

Get a market data snapshot for ConId 265598.

I've retrieved the market data for ConId 265598 (AAPL). The last price is $185.92 with a daily change of +1.2%.

Show me the account summary for account U1234567.

For account U1234567, your Net Liquidation Value is $50,230.45, with a Total Cash Balance of $12,400.10 and Maintenance Margin of $15,000.00.

Cancel order 1001 for account U1234567.

I have successfully sent a cancellation request for order ID 1001 on account U1234567. The status is now 'Cancelled'.

You can use the `tickle_session` tool. It is designed to maintain the Client Portal API session by sending a heartbeat, preventing timeouts due to inactivity.

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