IBKR (Interactive Brokers) MCP Server with 9 Tools for Claude, Cursor, and AI Agents
GDPR Free for SubscribersManage your Interactive Brokers account — execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API. Vinkius routes your AI agents directly to IBKR (Interactive Brokers) through a governed connection. 9 tools ready to use with Claude, ChatGPT, Cursor, or any AI agent — no hosting, no setup, connect in 30 seconds.
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What is the Interactive Brokers MCP Server?
The Interactive Brokers MCP Server routes AI agents like Claude, ChatGPT, and Cursor directly to Interactive Brokers via 9 tools. Manage your Interactive Brokers account — execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API. Powered by Vinkius — your credentials stay on your side of the connection, every request is auditable. Connect in under 2 minutes.
Built-in capabilities (9)
Tools for your AI Agents to operate Interactive Brokers
Ask your AI agent "Get a market data snapshot for ConId 265598." and get the answer without opening a single dashboard. With 9 tools connected to real Interactive Brokers data, your agents reason over live information, cross-reference it with other MCP servers, and deliver insights you would spend hours assembling manually.
Works with Claude, ChatGPT, Cursor, and any MCP-compatible client. Powered by Vinkius — your credentials never touch the AI model, every request is auditable. Connect in under two minutes.
Why teams choose Vinkius
One subscription gives you the infrastructure to connect your AI agents to thousands of MCP servers — and deploy your own to the Vinkius Edge. Your credentials stay yours. Your data flows directly between your agent and the API. DLP blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade routing and governance, zero maintenance.
Build your own MCP Server with our secure development framework →The IBKR (Interactive Brokers) App Connector works with every AI agent you already use
…and any MCP-compatible client
Use all 9 IBKR (Interactive Brokers) tools with your AI agents right now
Vinkius routes your AI agents to IBKR (Interactive Brokers) through a governed proxy. Beyond a simple connection, you get full visibility into every action your agents perform, with enterprise-grade security and up to 60% savings on AI costs.
Cancel order on IBKR (Interactive Brokers)
Cancel an existing order
Get account summary on IBKR (Interactive Brokers)
Get account summary
Get flex statement on IBKR (Interactive Brokers)
Retrieve a generated Flex Query report
Get market data snapshot on IBKR (Interactive Brokers)
Get market data snapshot for contracts
Get portfolio ledger on IBKR (Interactive Brokers)
Get portfolio ledger
Modify order on IBKR (Interactive Brokers)
Modify an existing order
Place order on IBKR (Interactive Brokers)
Requires a JSON array of order objects. Place a new order
Send flex request on IBKR (Interactive Brokers)
Returns a ReferenceCode to be used with get_flex_statement. Generate a Flex Query report
Tickle session on IBKR (Interactive Brokers)
Maintain Client Portal API session
What the IBKR (Interactive Brokers) MCP Server unlocks
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
Frequently asked questions about the IBKR (Interactive Brokers) MCP Server
How do I prevent my IBKR API session from timing out?
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.
Can I retrieve historical trade reports through this server?
Yes. First, use send_flex_request with your Flex Query ID to generate a report. Then, use the returned Reference Code with get_flex_statement to download the data.
How do I check my current buying power and margin requirements?
Use the get_account_summary tool with your Account ID. It returns a comprehensive summary of equity, margin, and other key financial metrics for the specified account.
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We built the connector to IBKR (Interactive Brokers). Now put your agents to work. Fully governed.
Vinkius is the AI Gateway with managed hosting. Stop building connectors. Every connection runs inside eight layers of security.
Hosted, sandboxed, and live on AWS. You don't provision anything. You don't maintain anything. You connect.
Every tool call, every token, every response. Logged and auditable. Data flows direct from IBKR (Interactive Brokers) to your agent. Nothing is stored on our side. Ever.
Eight governance layers on every request. Sensitive data redacted before it reaches the model. Kill switch if anything goes sideways. Always on.