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

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Cline is an autonomous AI coding agent inside VS Code that plans, executes, and iterates on tasks. Wire IBKR (Interactive Brokers) through Vinkius and Cline gains direct access to every tool. from data retrieval to workflow automation. without leaving the terminal.

Ask AI about this MCP Server for Cline

The IBKR (Interactive Brokers) MCP Server for Cline 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·json
{
  "mcpServers": {
    "ibkr-interactive-brokers": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}
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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.

Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including IBKR (Interactive Brokers) tool calls without waiting for prompts between steps. Connect 9 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.

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 Cline 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 Cline

When Cline 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 Cline via MCP

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

01

Open Cline MCP Settings

Click the MCP Servers icon in the Cline sidebar panel
02

Add remote server

Click "Add MCP Server" and paste the configuration above
03

Enable the server

Toggle the server switch to ON
04

Start using IBKR (Interactive Brokers)

Ask Cline: "Using IBKR (Interactive Brokers), help me...". 9 tools available

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

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

01

Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts

02

Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window

03

Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation

04

Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing

IBKR (Interactive Brokers) + Cline Use Cases

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

01

Autonomous feature building: tell Cline to fetch data from IBKR (Interactive Brokers) and scaffold a complete module with types, handlers, and tests

02

Codebase refactoring: use IBKR (Interactive Brokers) tools to validate live data while Cline restructures your code to match updated schemas

03

Automated testing: Cline fetches real responses from IBKR (Interactive Brokers) and generates snapshot tests or mocks based on actual payloads

04

Incident response: query IBKR (Interactive Brokers) for real-time status and let Cline generate hotfix patches based on the findings

Example Prompts for IBKR (Interactive Brokers) in Cline

Ready-to-use prompts you can give your Cline 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 Cline

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

01

Server shows error in sidebar

Click the server name to see logs. Verify the URL and token are correct.

IBKR (Interactive Brokers) + Cline FAQ

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

01

How does Cline connect to MCP servers?

Cline reads MCP server configurations from its settings panel in VS Code. Add the server URL and Cline discovers all available tools on initialization.
02

Can Cline run MCP tools without approval?

By default, Cline asks for confirmation before executing tool calls. You can configure auto-approval rules for trusted servers in the settings.
03

Does Cline support multiple MCP servers at once?

Yes. Configure as many servers as needed. Cline can use tools from different servers within the same autonomous task execution.

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