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

Q: How do I configure IBKR (Interactive Brokers) inside Claude Desktop?

Open your claudedesktopconfig.json file and add the IBKR MCP Server configuration under the mcpServers block. Provide your Vinkius endpoint token in the arguments list, restart the desktop app, and look for the hammer icon in your chat window.

Q: Can I automate multi-leg option orders using IBKR (Interactive Brokers) and Claude Desktop?

Yes, you can. The placeorder tool accepts a JSON array of order objects, which allows Claude Desktop to structure complex, multi-leg executions if you prompt it with the specific contract details.

Q: How does Claude Desktop maintain my active session with IBKR (Interactive Brokers)?

The server uses the ticklesession tool to periodically ping the Client Portal API. This background heartbeat keeps your authenticated session active so you do not have to log in repeatedly during your trading day.

Run trades and pull portfolio metrics directly inside Claude Desktop without switching to the Client Portal.

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Connect IBKR (Interactive Brokers) MCP to Claude Desktop

Create your Vinkius account to connect IBKR (Interactive Brokers) to Claude Desktop 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 Desktop

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Fast trade execution from your chat window

The `place_order` tool is your direct line to the market, letting your agent fire off trade arrays from simple text commands. Tell your agent to buy or sell, and it formats the raw JSON array of order objects to hit the gateway instantly. When the market moves against you, the `modify_order` and `cancel_order` tools let you tweak prices or pull the plug before execution. You write a plain prompt telling Claude Desktop what to buy, and the MCP Server handles the raw API payload. You don't risk fat-finger errors because the system validates the order structure before it ever hits the gateway.

Real-time ledger checks in Claude Desktop

The `get_portfolio_ledger` tool exposes your current cash balances, margin requirements, and open positions directly to Claude Desktop. Your agent reads this ledger to check your actual buying power or spot portfolio drift before suggesting your next move. It pairs those numbers with `get_account_summary` to map your net liquidation value across different currencies. This keeps your active trading context loaded right in the chat. Forget copy-pasting numbers from your broker dashboard—your agent pulls the exact state of your capital using this MCP Server.

Custom reporting and market snapshots

The `send_flex_request` tool initiates a custom Flex Query report to extract historical transaction logs and tax data. Once the broker processes the query, the `get_flex_statement` tool grabs the raw report using your reference code. To check active pricing, the `get_market_data_snapshot` tool pulls current contract quotes so your agent can calculate bid-ask spreads. To prevent session timeouts during long research periods, the `tickle_session` tool keeps your Client Portal API connection alive in the background. Claude Desktop runs these checks quietly using the MCP Server, dumping the structured data right into your active workspace.

Setup guide

Set up IBKR (Interactive Brokers) MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The IBKR (Interactive Brokers) MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the IBKR (Interactive Brokers) MCP configuration

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

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under ibkr-interactive-brokers-mcp.

json

{
  "mcpServers": {
    "ibkr-interactive-brokers-mcp": {
      "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 Desktop

Open your `claude_desktop_config.json` file and add the IBKR MCP Server configuration under the `mcpServers` block. Provide your Vinkius endpoint token in the arguments list, restart the desktop app, and look for the hammer icon in your chat window.

Yes, you can. The `place_order` tool accepts a JSON array of order objects, which allows Claude Desktop to structure complex, multi-leg executions if you prompt it with the specific contract details.

The server uses the `tickle_session` tool to periodically ping the Client Portal API. This background heartbeat keeps your authenticated session active so you do not have to log in repeatedly during your trading day.

If an execution fails, the server returns the raw API error response directly to your chat interface. You can immediately instruct your agent to call `modify_order` or `cancel_order` to fix the parameters and retry.

The integration processes your portfolio balances and transaction logs inside a zero-trust V8 Isolate sandbox on Vinkius. Your API credentials and financial data never persist on public servers, and all traffic travels over encrypted HTTPS tunnels.

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