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

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Claude Code is Anthropic's agentic CLI for terminal-first development. Add IBKR (Interactive Brokers) as an MCP server in one command and Claude Code will discover every tool at runtime. ideal for automation pipelines, CI/CD integration, and headless workflows via Vinkius.

Ask AI about this MCP Server for Claude Code

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

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Classic Setup·bash
# Your Vinkius token. get it at cloud.vinkius.com
claude mcp add ibkr-interactive-brokers --transport http "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
RecommendedModern Approach — Zero Configuration

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The modern way to manage MCP Servers — no config files, no terminal commands. Install IBKR (Interactive Brokers) and 4,000+ MCP Servers from a single visual interface.

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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.

Claude Code registers IBKR (Interactive Brokers) as an MCP server in a single terminal command. Once connected, Claude Code discovers all 9 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where IBKR (Interactive Brokers) data drives decisions without human intervention.

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 Claude Code 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 Claude Code

When Claude Code 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 Claude Code via MCP

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

01

Install Claude Code

Run npm install -g @anthropic-ai/claude-code if not already installed
02

Add the MCP Server

Run the command above in your terminal
03

Verify the connection

Run claude mcp to list connected servers, or type /mcp inside a session
04

Start using IBKR (Interactive Brokers)

Ask Claude: "Using IBKR (Interactive Brokers), show me...". 9 tools are ready

Why Use Claude Code with the IBKR (Interactive Brokers) MCP Server

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

01

Single-command setup: `claude mcp add` registers the server instantly. no config files to edit or applications to restart

02

Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

03

Claude Code runs headlessly, enabling unattended batch processing using IBKR (Interactive Brokers) tools in cron jobs or deployment scripts

04

Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

IBKR (Interactive Brokers) + Claude Code Use Cases

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

01

CI/CD integration: embed IBKR (Interactive Brokers) tool calls in your deployment pipeline to validate configurations or fetch secrets before shipping

02

Headless batch processing: schedule Claude Code to query IBKR (Interactive Brokers) nightly and generate reports without human intervention

03

Shell scripting: pipe IBKR (Interactive Brokers) outputs into other CLI tools for data transformation, filtering, and aggregation

04

Infrastructure monitoring: run Claude Code in a cron job to query IBKR (Interactive Brokers) status endpoints and alert on anomalies

Example Prompts for IBKR (Interactive Brokers) in Claude Code

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

01

"Get a market data snapshot for ConId 265598."

02

"Show me the account summary for account U1234567."

03

"Cancel order 1001 for account U1234567."

Troubleshooting IBKR (Interactive Brokers) MCP Server with Claude Code

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

01

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code
02

Connection timeout

Check your internet connection and verify the Edge URL is reachable

IBKR (Interactive Brokers) + Claude Code FAQ

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

01

How do I add an MCP server to Claude Code?

Run claude mcp add --transport http "" in your terminal. Claude Code registers the server and discovers all tools immediately.
02

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.
03

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.

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