Integrate IBKR (Interactive Brokers) with Claude, Cursor, Chatbots & AI Agents MCP Server

Q: Can I retrieve historical trade reports through this server?

Yes. First, use sendflexrequest with your Flex Query ID to generate a report. Then, use the returned Reference Code with getflexstatement to download the data.

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

GDPR Free for Subscribers

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

cancel

Cancel order on IBKR (Interactive Brokers)

Cancel an existing order

get

Get account summary on IBKR (Interactive Brokers)

Get account summary

get

Get flex statement on IBKR (Interactive Brokers)

Retrieve a generated Flex Query report

get

Get market data snapshot on IBKR (Interactive Brokers)

Get market data snapshot for contracts

get

Get portfolio ledger on IBKR (Interactive Brokers)

Get portfolio ledger

modify

Modify order on IBKR (Interactive Brokers)

Modify an existing order

place

Place order on IBKR (Interactive Brokers)

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

send

Send flex request on IBKR (Interactive Brokers)

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

tickle

Tickle session on IBKR (Interactive Brokers)

Maintain Client Portal API session

Security & Code Integrity Audit

Every tool in the IBKR (Interactive Brokers) MCP Server is continuously audited by the Vinkius Security Engine. We guarantee zero-trust payload isolation, strict data boundaries, and deterministic execution for enterprise-grade AI agents.

A+Score: 100

How Vinkius protects your data

Is there a risk of the AI "going crazy" and deleting important company data?

No. With Vinkius, the AI operates on "rails". It can only make the exact moves you authorized in the tool's settings. It cannot invent routes, access other networks in your company, or decide to delete random files. If the action isn't in the approved catalog, the attempt is blocked instantly.

Can I set different limits for each virtual assistant on my team?

Absolutely. You have full control in our command center. You can create an AI agent that only "reads" data so the support team can answer questions, and another superpowered agent that can "edit" and "create" information exclusively for your operations team. Each AI gets exactly the level of access you allow.

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.

What if the AI ends up reading customer data or confidential information?

We have a built-in digital "bodyguard" called DLP (Data Loss Prevention). If a tool fetches data and the response contains social security numbers, credit cards, or personal customer info, Vinkius magically blocks and erases that information before it is delivered to the AI. The AI works only with what is strictly necessary, and your sensitive data never leaks.

Supported Use Cases for IBKR (Interactive Brokers)

Enable conversational interfaces like ChatGPT and Claude to execute programmatic commands against the IBKR (Interactive Brokers) infrastructure.

Cursor Copilot for trading

Deploy the IBKR (Interactive Brokers) toolkit to manage trading. The integration offers robust endpoints for ChatGPT to control money moves settings.

Automating brokerage with AI

Integrate brokerage features into your LLM framework using IBKR (Interactive Brokers). The MCP server ensures precise command execution across your money moves stack.