IBKR (Interactive Brokers) MCP Server for AutoGenGive AutoGen instant access to 9 tools to Cancel Order, Get Account Summary, Get Flex Statement, and more

Name: IBKR (Interactive Brokers)
Price: 29 USD
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

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Microsoft AutoGen enables multi-agent conversations where agents negotiate, delegate, and execute tasks collaboratively. Add IBKR (Interactive Brokers) as an MCP tool provider through Vinkius and every agent in the group can access live data and take action.

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The IBKR (Interactive Brokers) MCP Server for AutoGen is a standout in the Money Moves category — giving your AI agent 9 tools to work with, ready to go from day one.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

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python

import asyncio
from autogen_agentchat.agents import AssistantAgent
from autogen_ext.tools.mcp import McpWorkbench

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    async with McpWorkbench(
        server_params={"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"},
        transport="streamable_http",
    ) as workbench:
        tools = await workbench.list_tools()
        agent = AssistantAgent(
            name="ibkr_interactive_brokers_agent",
            tools=tools,
            system_message=(
                "You help users with IBKR (Interactive Brokers). "
                "9 tools available."
            ),
        )
        print(f"Agent ready with {len(tools)} tools")

asyncio.run(main())

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* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure

About IBKR (Interactive Brokers) MCP Server

Connect your Interactive Brokers account to any AI agent to automate your trading workflows and portfolio monitoring through the Client Portal API.

AutoGen enables multi-agent conversations where agents negotiate, delegate, and collaboratively use IBKR (Interactive Brokers) tools. Connect 9 tools through Vinkius and assign role-based access. a data analyst queries while a reviewer validates, with optional human-in-the-loop approval for sensitive operations.

What you can do

Order Management — Place, modify, and cancel orders for specific accounts using natural language commands.
Market Data — Fetch real-time snapshots for specific contracts (ConIds) to inform your trading decisions.
Portfolio Tracking — Monitor cash balances by currency and view comprehensive account summaries including equity and margin metrics.
Advanced Reporting — Programmatically request and retrieve pre-configured Flex Query reports for deep financial analysis and auditing.
Session Maintenance — Keep your API session active with built-in session management tools.

The IBKR (Interactive Brokers) MCP Server exposes 9 tools through the Vinkius. Connect it to AutoGen in under two minutes — credentials fully managed, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.

All 9 IBKR (Interactive Brokers) tools available for AutoGen

When AutoGen connects to IBKR (Interactive Brokers) through Vinkius, your AI agent gets direct access to every tool listed below — spanning trading, brokerage, portfolio-management, and more. Every call runs in a secure, isolated environment with full audit visibility. Beyond a simple connection, you get real-time monitoring of agent activity, enterprise governance, and optimized token usage.

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

Connect IBKR (Interactive Brokers) to AutoGen via MCP

Follow these steps to wire IBKR (Interactive Brokers) into AutoGen. The entire setup takes under two minutes — your credentials stay safe behind Vinkius.

Install AutoGen

Run pip install "autogen-ext[mcp]"

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Integrate into workflow

Use the agent in your AutoGen multi-agent orchestration

Explore tools

The workbench discovers 9 tools from IBKR (Interactive Brokers) automatically

Why Use AutoGen with the IBKR (Interactive Brokers) MCP Server

AutoGen provides unique advantages when paired with IBKR (Interactive Brokers) through the Model Context Protocol.

Multi-agent conversations: multiple AutoGen agents discuss, delegate, and collaboratively use IBKR (Interactive Brokers) tools to solve complex tasks

Role-based architecture lets you assign IBKR (Interactive Brokers) tool access to specific agents. a data analyst queries while a reviewer validates

Human-in-the-loop support: agents can pause for human approval before executing sensitive IBKR (Interactive Brokers) tool calls

Code execution sandbox: AutoGen agents can write and run code that processes IBKR (Interactive Brokers) tool responses in an isolated environment

IBKR (Interactive Brokers) + AutoGen Use Cases

Practical scenarios where AutoGen combined with the IBKR (Interactive Brokers) MCP Server delivers measurable value.

Collaborative analysis: one agent queries IBKR (Interactive Brokers) while another validates results and a third generates the final report

Automated review pipelines: a researcher agent fetches data from IBKR (Interactive Brokers), a critic agent evaluates quality, and a writer produces the output

Interactive planning: agents negotiate task allocation using IBKR (Interactive Brokers) data to make informed decisions about resource distribution

Code generation with live data: an AutoGen coder agent writes scripts that process IBKR (Interactive Brokers) responses in a sandboxed execution environment

Example Prompts for IBKR (Interactive Brokers) in AutoGen

Ready-to-use prompts you can give your AutoGen agent to start working with IBKR (Interactive Brokers) immediately.

"Get a market data snapshot for ConId 265598."

"Show me the account summary for account U1234567."

"Cancel order 1001 for account U1234567."

Troubleshooting IBKR (Interactive Brokers) MCP Server with AutoGen

Common issues when connecting IBKR (Interactive Brokers) to AutoGen through Vinkius, and how to resolve them.

McpWorkbench not found

Install: pip install "autogen-ext[mcp]"

IBKR (Interactive Brokers) + AutoGen FAQ

Common questions about integrating IBKR (Interactive Brokers) MCP Server with AutoGen.

How does AutoGen connect to MCP servers?

Create an MCP tool adapter and assign it to one or more agents in the group chat. AutoGen agents can then call IBKR (Interactive Brokers) tools during their conversation turns.

Can different agents have different MCP tool access?

Yes. AutoGen's role-based architecture lets you assign specific MCP tools to specific agents, so a querying agent has different capabilities than a reviewing agent.