IBKR (Interactive Brokers) MCP Server for Claude DesktopGive Claude Desktop 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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Claude Desktop is Anthropic's native application for interacting with Claude AI models on macOS and Windows. It was the first consumer application to ship with built-in MCP support, making it the reference implementation for the Model Context Protocol standard.

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The IBKR (Interactive Brokers) MCP Server for Claude Desktop 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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Classic Setup·json

{
  "mcpServers": {
    "ibkr-interactive-brokers": {
      // Your Vinkius token. get it at cloud.vinkius.com
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

RecommendedModern Approach — Zero Configuration

Vinkius Desktop App

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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Fully ManagedVinkius Servers

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High SecurityEnterprise-grade

IAMAccess control

EU AI ActCompliant

DLPData protection

V8 IsolateSandboxed

Ed25519Audit chain

<40msKill switch

Stream every event to Splunk, Datadog, or your own webhook in real-time

* 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 Desktop is the definitive way to connect IBKR (Interactive Brokers) to your AI workflow. Add Vinkius Edge URL to your config, restart the app, and Claude immediately exposes all 9 tools in the chat interface. ask a question, Claude calls the right tool, and you see the answer. Zero code, zero context switching.

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 Desktop 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 Desktop

When Claude Desktop 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 Desktop via MCP

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

Open Claude Desktop Settings

Go to Settings → Developer → Edit Config to open claude_desktop_config.json

Add the MCP Server

Paste the configuration above into the mcpServers section

Restart Claude Desktop

Close and reopen Claude Desktop to load the new server

Start using IBKR (Interactive Brokers)

Look for the 🔌 icon in the chat. your 9 tools are now available

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

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

Claude Desktop is the reference MCP client. it was designed alongside the protocol itself, ensuring the most complete and stable MCP implementation available

Zero-code configuration: add a server URL to a JSON file and Claude instantly discovers and exposes all available tools in the chat interface

Claude's extended thinking capability lets it reason through multi-step tool usage, chaining multiple API calls to answer complex questions

Enterprise-grade security with local config storage. your tokens never leave your machine, and connections go directly to Vinkius Edge network

IBKR (Interactive Brokers) + Claude Desktop Use Cases

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

Interactive data exploration: ask Claude to query DNS records, look up WHOIS data, and cross-reference results in a single conversation

Ad-hoc security audits: type a domain name and let Claude enumerate subdomains, check DNS history, and flag configuration anomalies. all through natural language

Executive briefings: generate comprehensive domain intelligence reports by asking Claude to compile findings into a formatted summary

Learning and training: new team members can explore API capabilities conversationally without needing to read documentation

Example Prompts for IBKR (Interactive Brokers) in Claude Desktop

Ready-to-use prompts you can give your Claude Desktop 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 Claude Desktop

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

Server not appearing after restart

Ensure the JSON is valid (no trailing commas). Check the file path: ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\\Claude\\ (Windows).

Authentication error

Verify your Vinkius token is correct. Go to cloud.vinkius.com to regenerate it if needed.

Tools not showing in chat

Click the 🔌 icon at the bottom of the chat input. If it shows 0 tools, the server may still be connecting. wait a few seconds.

IBKR (Interactive Brokers) + Claude Desktop FAQ

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

How does Claude Desktop discover MCP tools?

When Claude Desktop starts, it reads the claude_desktop_config.json file and connects to each configured MCP server. It calls the tools/list endpoint to fetch the schema for every available tool, then surfaces them as clickable options in the chat interface via the 🔌 icon.

What happens if the MCP server is temporarily unavailable?

Claude Desktop handles disconnections gracefully. if the server is unreachable at startup, the tools simply won't appear. Once the server becomes available again, restarting Claude Desktop will re-establish the connection. There is no timeout penalty or error loop.

Can I connect multiple MCP servers simultaneously?

Yes. You can add as many servers as you need in the mcpServers section of the config file. Each server appears as a separate tool provider, and Claude can use tools from multiple servers in a single conversation turn.

Is there a limit on the number of tools per server?

Claude Desktop can handle hundreds of tools per server. However, for optimal LLM performance, Vinkius servers are designed to expose focused, well-documented tool sets rather than overwhelming the model with too many options.

Does Claude Desktop support Streamable HTTP transport?

Yes. Claude Desktop supports both SSE (Server-Sent Events) and the newer Streamable HTTP transport that Vinkius uses. Simply provide the server URL. Claude auto-negotiates the transport protocol.