How to Use the IBKR (Interactive Brokers) MCP in Claude Code

Q: How do I add IBKR (Interactive Brokers) to Claude Code?

Run claude mcp add with the server URL. Once configured, you can call any of the nine tools directly from your terminal prompt.

Q: Can I use IBKR (Interactive Brokers) with Claude Code for automation?

Absolutely. You can write shell scripts that invoke placeorder or getportfolioledger to manage your account based on custom triggers.

Q: Does it support batch orders?

Yes, placeorder accepts a JSON array. You can define multiple orders in one call to execute them simultaneously.

Q: How do I see my Flex statements?

Run sendflexrequest to trigger the report generation. Once ready, use getflexstatement to retrieve the contents as text.

Connect Claude Code to your IBKR account to manage orders, track ledgers, and pull market data from the terminal.

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Connect IBKR (Interactive Brokers) MCP to Claude Code

Create your Vinkius account to connect IBKR (Interactive Brokers) to Claude Code and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup IBKR (Interactive Brokers) with Claude Code

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Manage IBKR orders via Claude Code

Use `place_order` from your terminal to send trades directly to the broker. It takes a JSON array so you can script batch orders. If you need to adjust or kill an order, `modify_order` and `cancel_order` are ready to go. It works perfectly in CI/CD pipelines.

Automate ledger checks with Claude Code

Pipe `get_portfolio_ledger` output into your shell scripts for automated monitoring. It gives you the exact state of your account in a machine-readable format. Combine this with `get_account_summary` to build your own dashboard. It puts the broker data right in your CLI.

Stream market data into Claude Code

Get real-time snapshots with `get_market_data_snapshot`. You can feed this data into your local analysis scripts. The `tickle_session` tool ensures your CLI session remains authenticated. You won't have to re-login during long-running tasks.

Setup guide

Set up IBKR (Interactive Brokers) MCP in Claude Code

Prerequisites

Claude Code CLI installed (npm install -g @anthropic-ai/claude-code)
Active Vinkius subscription with a valid endpoint token

1

Run the add command

Open your terminal and run the command shown on the right. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com. Use --scope user to make it available across all projects.
2

Verify the connection

Start a Claude Code session and type /mcp to list connected servers. You should see ibkr-interactive-brokers-mcp with a green status indicator.
3

Start using tools

Ask Claude Code something like "Check my latest IBKR (Interactive Brokers) transactions." It will automatically discover and invoke the available IBKR (Interactive Brokers) tools.

Terminal

claude mcp add --transport http ibkr-interactive-brokers-mcp https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

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Prerequisites

Claude Code CLI installed
Active Vinkius subscription with a valid endpoint token

1

Open the config file

Create or edit .mcp.json in your project root for project-level scope, or ~/.claude.json for user-level scope.
2

Add the IBKR (Interactive Brokers) MCP

Paste the JSON snippet shown on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Code

Start a new Claude Code session. Type /mcp to confirm the server is connected. The tools will be automatically available in your conversation.

.mcp.json

{
  "mcpServers": {
    "ibkr-interactive-brokers-mcp": {
      "type": "url",
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Interactive Brokers. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Common questions about IBKR (Interactive Brokers) MCP in Claude Code

Run `claude mcp add` with the server URL. Once configured, you can call any of the nine tools directly from your terminal prompt.

Absolutely. You can write shell scripts that invoke `place_order` or `get_portfolio_ledger` to manage your account based on custom triggers.

The server handles authentication through a single endpoint token. Your sensitive data is isolated within the Vinkius infrastructure.

Yes, `place_order` accepts a JSON array. You can define multiple orders in one call to execute them simultaneously.

Run `send_flex_request` to trigger the report generation. Once ready, use `get_flex_statement` to retrieve the contents as text.

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