IBKR (Interactive Brokers) MCP Server for Mastra AIGive Mastra AI instant access to 9 tools to Cancel Order, Get Account Summary, Get Flex Statement, and more
Mastra AI is a TypeScript-native agent framework built for modern web stacks. Connect IBKR (Interactive Brokers) through Vinkius and Mastra agents discover all tools automatically. type-safe, streaming-ready, and deployable anywhere Node.js runs.
Ask AI about this MCP Server for Mastra AI
The IBKR (Interactive Brokers) MCP Server for Mastra AI is a standout in the Money Moves category — giving your AI agent 9 tools to work with, ready to go from day one.
Vinkius delivers Streamable HTTP and SSE to any MCP client
import { Agent } from "@mastra/core/agent";
import { createMCPClient } from "@mastra/mcp";
import { openai } from "@ai-sdk/openai";
async function main() {
// Your Vinkius token. get it at cloud.vinkius.com
const mcpClient = await createMCPClient({
servers: {
"ibkr-interactive-brokers": {
url: "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp",
},
},
});
const tools = await mcpClient.getTools();
const agent = new Agent({
name: "IBKR (Interactive Brokers) Agent",
instructions:
"You help users interact with IBKR (Interactive Brokers) " +
"using 9 tools.",
model: openai("gpt-4o"),
tools,
});
const result = await agent.generate(
"What can I do with IBKR (Interactive Brokers)?"
);
console.log(result.text);
}
main();
* 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.
Mastra's agent abstraction provides a clean separation between LLM logic and IBKR (Interactive Brokers) tool infrastructure. Connect 9 tools through Vinkius and use Mastra's built-in workflow engine to chain tool calls with conditional logic, retries, and parallel execution. deployable to any Node.js host in one command.
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 Mastra AI 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 Mastra AI
When Mastra AI 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 order on IBKR (Interactive Brokers)
Cancel an existing order
Get account summary on IBKR (Interactive Brokers)
Get account summary
Get flex statement on IBKR (Interactive Brokers)
Retrieve a generated Flex Query report
Get market data snapshot on IBKR (Interactive Brokers)
Get market data snapshot for contracts
Get portfolio ledger on IBKR (Interactive Brokers)
Get portfolio ledger
Modify order on IBKR (Interactive Brokers)
Modify an existing order
Place order on IBKR (Interactive Brokers)
Requires a JSON array of order objects. Place a new order
Send flex request on IBKR (Interactive Brokers)
Returns a ReferenceCode to be used with get_flex_statement. Generate a Flex Query report
Tickle session on IBKR (Interactive Brokers)
Maintain Client Portal API session
Connect IBKR (Interactive Brokers) to Mastra AI via MCP
Follow these steps to wire IBKR (Interactive Brokers) into Mastra AI. The entire setup takes under two minutes — your credentials stay safe behind Vinkius.
Install dependencies
npm install @mastra/core @mastra/mcp @ai-sdk/openaiReplace the token
[YOUR_TOKEN_HERE] with your Vinkius tokenRun the agent
agent.ts and run with npx tsx agent.tsExplore tools
Why Use Mastra AI with the IBKR (Interactive Brokers) MCP Server
Mastra AI provides unique advantages when paired with IBKR (Interactive Brokers) through the Model Context Protocol.
Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add IBKR (Interactive Brokers) without touching business code
Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation
TypeScript-native: full type inference for every IBKR (Interactive Brokers) tool response with IDE autocomplete and compile-time checks
One-command deployment to any Node.js host. Vercel, Railway, Fly.io, or your own infrastructure
IBKR (Interactive Brokers) + Mastra AI Use Cases
Practical scenarios where Mastra AI combined with the IBKR (Interactive Brokers) MCP Server delivers measurable value.
Automated workflows: build multi-step agents that query IBKR (Interactive Brokers), process results, and trigger downstream actions in a typed pipeline
SaaS integrations: embed IBKR (Interactive Brokers) as a first-class tool in your product's AI features with Mastra's clean agent API
Background jobs: schedule Mastra agents to query IBKR (Interactive Brokers) on a cron and store results in your database automatically
Multi-agent systems: create specialist agents that collaborate using IBKR (Interactive Brokers) tools alongside other MCP servers
Example Prompts for IBKR (Interactive Brokers) in Mastra AI
Ready-to-use prompts you can give your Mastra AI 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 Mastra AI
Common issues when connecting IBKR (Interactive Brokers) to Mastra AI through Vinkius, and how to resolve them.
createMCPClient not exported
npm install @mastra/mcpIBKR (Interactive Brokers) + Mastra AI FAQ
Common questions about integrating IBKR (Interactive Brokers) MCP Server with Mastra AI.
How does Mastra AI connect to MCP servers?
MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.Can Mastra agents use tools from multiple servers?
Does Mastra support workflow orchestration?
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