IBKR (Interactive Brokers) MCP Server for WindsurfGive Windsurf 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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Windsurf brings agentic AI coding to a purpose-built IDE. Connect IBKR (Interactive Brokers) through Vinkius and Cascade will auto-discover every tool. ask questions, generate code, and act on live data without leaving your editor.

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The IBKR (Interactive Brokers) MCP Server for Windsurf 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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Classic Setup·json

{
  "mcpServers": {
    "ibkr-interactive-brokers": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

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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.

Windsurf's Cascade agent chains multiple IBKR (Interactive Brokers) tool calls autonomously. query data, analyze results, and generate code in a single agentic session. Paste Vinkius Edge URL, reload, and all 9 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your 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 Windsurf 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 Windsurf

When Windsurf 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 Windsurf via MCP

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

Open MCP Settings

Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"

Add the server

Paste the JSON configuration above into mcp_config.json

Save and reload

Windsurf will detect the new server automatically

Start using IBKR (Interactive Brokers)

Open Cascade and ask: "Using IBKR (Interactive Brokers), help me...". 9 tools available

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

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

Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention

Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively

JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available

Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

IBKR (Interactive Brokers) + Windsurf Use Cases

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

Automated code generation: ask Cascade to fetch data from IBKR (Interactive Brokers) and generate models, types, or handlers based on real API responses

Live debugging: query IBKR (Interactive Brokers) tools mid-session to inspect production data while debugging without leaving the editor

Documentation generation: pull schema information from IBKR (Interactive Brokers) and have Cascade generate comprehensive API docs automatically

Rapid prototyping: combine IBKR (Interactive Brokers) data with Cascade's code generation to scaffold entire features in minutes

Example Prompts for IBKR (Interactive Brokers) in Windsurf

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

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

Server not connecting

Check Settings → MCP for the server status. Try toggling it off and on.

IBKR (Interactive Brokers) + Windsurf FAQ

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

How does Windsurf discover MCP tools?

Windsurf reads the mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.

Can Cascade chain multiple MCP tool calls?

Yes. Cascade is an agentic system. it can plan and execute multi-step workflows, calling several tools in sequence to accomplish complex tasks without manual prompting between steps.

Does Windsurf support multiple MCP servers?

Yes. Add as many servers as needed in mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.

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