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IBKR (Interactive Brokers) MCP Server for VS Code CopilotGive VS Code Copilot instant access to 9 tools to Cancel Order, Get Account Summary, Get Flex Statement, and more

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GitHub Copilot in VS Code is the most widely adopted AI coding assistant, embedded directly into the world's most popular code editor. With MCP support in Agent mode, Copilot can access external data and APIs to generate context-aware code grounded in real-time information.

Ask AI about this MCP Server for VS Code Copilot

The IBKR (Interactive Brokers) MCP Server for VS Code Copilot 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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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.

GitHub Copilot Agent mode brings IBKR (Interactive Brokers) data directly into your VS Code workflow. With a project-scoped config, the entire team shares access to 9 tools. Copilot queries live data, generates typed code, and writes tests from actual API responses, all without leaving the editor.

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 VS Code Copilot 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 VS Code Copilot

When VS Code Copilot 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 VS Code Copilot via MCP

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

01

Create MCP config

Create a .vscode/mcp.json file in your project root
02

Add the server config

Paste the JSON configuration above
03

Enable Agent mode

Open GitHub Copilot Chat and switch to Agent mode using the dropdown
04

Start using IBKR (Interactive Brokers)

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

Why Use VS Code Copilot with the IBKR (Interactive Brokers) MCP Server

GitHub Copilot for Visual Studio Code provides unique advantages when paired with IBKR (Interactive Brokers) through the Model Context Protocol.

01

VS Code is used by over 70% of developers. adding MCP tools to Copilot means your team can leverage external data without leaving their primary editor

02

Project-scoped MCP configs (`.vscode/mcp.json`) let you commit server configurations to your repository, ensuring the entire team shares the same tool access

03

Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop

04

GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services

IBKR (Interactive Brokers) + VS Code Copilot Use Cases

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

01

Live API integration: Copilot can query an MCP server, inspect the response schema, and generate typed API client code in the same step

02

DevSecOps workflows: security teams can give developers access to domain intelligence tools directly in their editor for real-time vulnerability assessment during code review

03

Data pipeline development: Copilot fetches sample data via MCP and generates transformation scripts, validators, and test fixtures from actual API responses

04

Documentation generation: Copilot queries available tools and auto-generates README sections, API reference docs, and usage examples

Example Prompts for IBKR (Interactive Brokers) in VS Code Copilot

Ready-to-use prompts you can give your VS Code Copilot 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 VS Code Copilot

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

01

MCP tools not available

Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.

IBKR (Interactive Brokers) + VS Code Copilot FAQ

Common questions about integrating IBKR (Interactive Brokers) MCP Server with VS Code Copilot.

01

Which VS Code version supports MCP?

MCP support requires VS Code 1.99 or later with the GitHub Copilot extension. Ensure both are updated to the latest version. Older versions of Copilot may not expose the Agent mode toggle.
02

How do I switch to Agent mode?

Open the Copilot Chat panel and look for two mode options: "Ask" and "Agent". Click "Agent" to enable autonomous tool calling. In Ask mode, Copilot provides conversational answers but cannot invoke MCP tools.
03

Can I restrict which MCP tools Copilot can access?

Yes. VS Code shows a tool consent dialog before any MCP tool is invoked for the first time. You can also configure tool access policies at the organization level through GitHub Copilot settings.
04

Does MCP work in VS Code Remote or Codespaces?

Yes. MCP servers configured via .vscode/mcp.json work in Remote SSH, WSL, and GitHub Codespaces environments. The MCP connection is established from the remote host, so ensure the server URL is accessible from that environment.

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