How to Use the IBKR (Interactive Brokers) MCP in VS Code Copilot
Connect your engineering team to live IBKR order books and portfolio metrics inside VS Code Copilot.
Works with every AI agent you already use
…and any MCP-compatible client
Connect IBKR (Interactive Brokers) MCP to VS Code Copilot
Create your Vinkius account to connect IBKR (Interactive Brokers) to VS Code Copilot and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Team-wide trade execution from VS Code Copilot
The `place_order` tool enables order routing directly from the Copilot chat panel using shared workspace configurations. Your team can draft, review, and execute orders using a shared configuration committed to your repository. If a strategy needs to change mid-flight, the `modify_order` and `cancel_order` tools let your team adjust active trades without leaving the editor. This standardizes trading configurations across your entire engineering team. Every developer runs the exact same MCP Server gateway, keeping your environment setup clean.
Programmatic ledger audits inside the editor
The `get_portfolio_ledger` tool retrieves real-time margin requirements and cash balances directly into your shared terminal environment. Your agent reads this data alongside `get_account_summary` to verify that your automated trading algorithms conform to active risk profiles. It checks the raw ledger state to make sure your test runs don't trigger accidental margin calls. Having this data inside VS Code Copilot makes internal compliance checks a breeze. Engineers can verify actual account metrics side-by-side with the code that runs the trades.
Flex reports and session keep-alives
The `send_flex_request` tool triggers custom report generation for compliance and accounting audits inside your workspace. Once the statement is ready, the `get_flex_statement` tool pulls down the file so Copilot can parse transaction histories. To ensure your development sessions don't drop, the `tickle_session` tool runs background heartbeats to the Client Portal API. For quick pricing checks, the `get_market_data_snapshot` tool pulls contract pricing straight into your active terminal. This gives your team immediate access to live spreads when debugging execution code.
Set up IBKR (Interactive Brokers) MCP in VS Code Copilot
Prerequisites
- VS Code 1.99 or later with GitHub Copilot extension
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Open the Command Palette (
Cmd+Shift+P/Ctrl+Shift+P) and run "MCP: Add Server". Select HTTP (Streamable) as the server type. VS Code will create.vscode/mcp.jsonin your workspace. - 2
Add the IBKR (Interactive Brokers) MCP
Paste the JSON snippet shown on the right into your
.vscode/mcp.json. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Switch to Agent mode
Open Copilot Chat (
Cmd+Shift+I/Ctrl+Shift+I) and switch to Agent mode using the dropdown. MCP tools are only available in Agent mode — they do not appear in Edit or Ask modes. - 4
Verify the connection
In the Copilot Chat input, type
#to list available tools. You should see the IBKR (Interactive Brokers) tools listed. Try asking: "List my recent IBKR (Interactive Brokers) transactions" and Copilot will invoke them automatically.
{
"mcpServers": {
"ibkr-interactive-brokers-mcp": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}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 VS Code Copilot
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