IBKR (Interactive Brokers) MCP Server for LlamaIndexGive LlamaIndex 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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LlamaIndex specializes in data-aware AI agents that connect LLMs to structured and unstructured sources. Add IBKR (Interactive Brokers) as an MCP tool provider through Vinkius and your agents can query, analyze, and act on live data alongside your existing indexes.

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The IBKR (Interactive Brokers) MCP Server for LlamaIndex 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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python

import asyncio
from llama_index.tools.mcp import BasicMCPClient, McpToolSpec
from llama_index.core.agent.workflow import FunctionAgent
from llama_index.llms.openai import OpenAI

async def main():
    # Your Vinkius token. get it at cloud.vinkius.com
    mcp_client = BasicMCPClient("https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
    mcp_tool_spec = McpToolSpec(client=mcp_client)
    tools = await mcp_tool_spec.to_tool_list_async()

    agent = FunctionAgent(
        tools=tools,
        llm=OpenAI(model="gpt-4o"),
        system_prompt=(
            "You are an assistant with access to IBKR (Interactive Brokers). "
            "You have 9 tools available."
        ),
    )

    response = await agent.run(
        "What tools are available in IBKR (Interactive Brokers)?"
    )
    print(response)

asyncio.run(main())

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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.

LlamaIndex agents combine IBKR (Interactive Brokers) tool responses with indexed documents for comprehensive, grounded answers. Connect 9 tools through Vinkius and query live data alongside vector stores and SQL databases in a single turn. ideal for hybrid search, data enrichment, and analytical workflows.

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 LlamaIndex 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 LlamaIndex

When LlamaIndex 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 LlamaIndex via MCP

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

Install dependencies

Run pip install llama-index-tools-mcp llama-index-llms-openai

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token

Run the agent

Save to agent.py and run: python agent.py

Explore tools

The agent discovers 9 tools from IBKR (Interactive Brokers)

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

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

Data-first architecture: LlamaIndex agents combine IBKR (Interactive Brokers) tool responses with indexed documents for comprehensive, grounded answers

Query pipeline framework lets you chain IBKR (Interactive Brokers) tool calls with transformations, filters, and re-rankers in a typed pipeline

Multi-source reasoning: agents can query IBKR (Interactive Brokers), a vector store, and a SQL database in a single turn and synthesize results

Observability integrations show exactly what IBKR (Interactive Brokers) tools were called, what data was returned, and how it influenced the final answer

IBKR (Interactive Brokers) + LlamaIndex Use Cases

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

Hybrid search: combine IBKR (Interactive Brokers) real-time data with embedded document indexes for answers that are both current and comprehensive

Data enrichment: query IBKR (Interactive Brokers) to augment indexed data with live information before generating user-facing responses

Knowledge base agents: build agents that maintain and update knowledge bases by periodically querying IBKR (Interactive Brokers) for fresh data

Analytical workflows: chain IBKR (Interactive Brokers) queries with LlamaIndex's data connectors to build multi-source analytical reports

Example Prompts for IBKR (Interactive Brokers) in LlamaIndex

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

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

BasicMCPClient not found

Install: pip install llama-index-tools-mcp

IBKR (Interactive Brokers) + LlamaIndex FAQ

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

How does LlamaIndex connect to MCP servers?

Use the MCP client adapter to create a connection. LlamaIndex discovers all tools and wraps them as query engine tools compatible with any LlamaIndex agent.

Can I combine MCP tools with vector stores?

Yes. LlamaIndex agents can query IBKR (Interactive Brokers) tools and vector store indexes in the same turn, combining real-time and embedded data for grounded responses.