How to Use the IBKR (Interactive Brokers) MCP in Windsurf
Trade directly from Windsurf by connecting your IBKR account to Cascade for autonomous order execution and portfolio management.
Works with every AI agent you already use
…and any MCP-compatible client
Connect IBKR (Interactive Brokers) MCP to Windsurf
Create your Vinkius account to connect IBKR (Interactive Brokers) to Windsurf and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.
Automate trades in Windsurf
Cascade reads your portfolio state and triggers `place_order` based on your instructions. It chains the logic so you don't have to manually approve every step. If the market moves, Cascade uses `modify_order` or `cancel_order` to adjust your positions instantly. It keeps your strategy running while you focus on the code.
Monitor ledger data in Windsurf
Get your account status immediately using `get_account_summary` and `get_portfolio_ledger`. Cascade pulls the raw numbers into your current context. This MCP Server provides the data you need to make decisions without leaving the editor. You see the impact of your trades in real-time.
Fetch market snapshots in Windsurf
Call `get_market_data_snapshot` to grab current prices for any contract. Cascade injects this data directly into your files for analysis. It keeps the session alive with `tickle_session` so you never lose your connection. You get consistent access to the data feed.
Set up IBKR (Interactive Brokers) MCP in Windsurf
Prerequisites
- Windsurf IDE installed (macOS, Windows, or Linux)
- Active Vinkius subscription with a valid endpoint token
- 1
Open MCP configuration
Click the Cascade assistant icon in the sidebar, then click the hammer icon (🔨) at the top of the panel. Select "Configure" to open
~/.codeium/windsurf/mcp_config.json. - 2
Add the IBKR (Interactive Brokers) MCP
Paste the JSON snippet shown on the right into the
mcpServersobject. Replace[YOUR_TOKEN_HERE]with your endpoint token from cloud.vinkius.com. - 3
Refresh MCPs
Go back to the hammer icon (🔨) in Cascade and click "Refresh". Windsurf will detect the new server. No full restart is needed — the connection is hot-reloaded.
- 4
Verify in Cascade
Start a new Cascade conversation and ask something like "Show my IBKR (Interactive Brokers) payment history." If connected, Cascade will call the IBKR (Interactive Brokers) tools directly. You will see a green dot next to the server name in the MCP panel.
{
"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.
Why Choose Vinkius
Vinkius connects your tools to AI with real-time monitoring and automatic cost savings — all from one dashboard.
Real-time monitoring
Live
visibility into every interaction
Connect your favorite tools to your AI and see exactly what's happening — every request, every response, in real time.
Built-in savings
60%
lower AI costs
Vinkius compresses data between your apps and your AI automatically. Lower bills every month — no configuration required.
Single dashboard
One
place for every integration
Every tool your AI connects to, managed from a single screen. One account, complete control.
Common questions about IBKR (Interactive Brokers) MCP in Windsurf
Use it with your favorite AI tools
Connect this server to Cursor, Claude, VS Code, and more.
Start using the IBKR (Interactive Brokers) MCP today
We host it, we monitor it, we maintain it. You just paste one token.
