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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

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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.

Built for AI Agents by Vinkius

Vinkius delivers Streamable HTTP and SSE to any MCP client

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typescript
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();
IBKR (Interactive Brokers)
Fully ManagedVinkius Servers
60%Token savings
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.

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

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 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.

01

Install dependencies

Run npm install @mastra/core @mastra/mcp @ai-sdk/openai
02

Replace the token

Replace [YOUR_TOKEN_HERE] with your Vinkius token
03

Run the agent

Save to agent.ts and run with npx tsx agent.ts
04

Explore tools

Mastra discovers 9 tools from IBKR (Interactive Brokers) via MCP

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.

01

Mastra's agent abstraction provides a clean separation between LLM logic and tool infrastructure. add IBKR (Interactive Brokers) without touching business code

02

Built-in workflow engine chains MCP tool calls with conditional logic, retries, and parallel execution for complex automation

03

TypeScript-native: full type inference for every IBKR (Interactive Brokers) tool response with IDE autocomplete and compile-time checks

04

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.

01

Automated workflows: build multi-step agents that query IBKR (Interactive Brokers), process results, and trigger downstream actions in a typed pipeline

02

SaaS integrations: embed IBKR (Interactive Brokers) as a first-class tool in your product's AI features with Mastra's clean agent API

03

Background jobs: schedule Mastra agents to query IBKR (Interactive Brokers) on a cron and store results in your database automatically

04

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.

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 Mastra AI

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

01

createMCPClient not exported

Install: npm install @mastra/mcp

IBKR (Interactive Brokers) + Mastra AI FAQ

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

01

How does Mastra AI connect to MCP servers?

Create an MCPClient with the server URL and pass it to your agent. Mastra discovers all tools and makes them available with full TypeScript types.
02

Can Mastra agents use tools from multiple servers?

Yes. Pass multiple MCP clients to the agent constructor. Mastra merges all tool schemas and the agent can call any tool from any server.
03

Does Mastra support workflow orchestration?

Yes. Mastra has a built-in workflow engine that lets you chain MCP tool calls with branching logic, error handling, and parallel execution.

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