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Claude CodeCLI
IBKR (Interactive Brokers) MCP Server

Bring Trading
to Claude Code

Learn how to connect IBKR (Interactive Brokers) to Claude Code and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.

MCP Inspector GDPR Free for Subscribers
Cancel OrderGet Account SummaryGet Flex StatementGet Market Data SnapshotGet Portfolio LedgerModify OrderPlace OrderSend Flex RequestTickle Session

Compatible with every major AI agent and IDE

ClaudeClaude
ChatGPTChatGPT
CursorCursor
GeminiGemini
WindsurfWindsurf
VS CodeVS Code
JetBrainsJetBrains
VercelVercel
+ other MCP clients
IBKR (Interactive Brokers)

What is the 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.

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.

How it works

  1. Subscribe to this server
  2. Enter your IBKR Client Portal API URL and your optional Flex Web Service Token
  3. Start managing your brokerage account from Claude, Cursor, or any MCP-compatible client

Who is this for?

  • Active Traders — execute and modify orders quickly without switching between complex trading interfaces
  • Financial Analysts — automate the retrieval of portfolio ledgers and Flex statements for reporting
  • Developers — integrate real-time market data and account management directly into your coding environment

Built-in capabilities (9)

cancel_order

Cancel an existing order

get_account_summary

Get account summary

get_flex_statement

Retrieve a generated Flex Query report

get_market_data_snapshot

Get market data snapshot for contracts

get_portfolio_ledger

Get portfolio ledger

modify_order

Modify an existing order

place_order

Requires a JSON array of order objects. Place a new order

send_flex_request

Returns a ReferenceCode to be used with get_flex_statement. Generate a Flex Query report

tickle_session

Maintain Client Portal API session

Why Claude Code?

Claude Code registers IBKR (Interactive Brokers) as an MCP server in a single terminal command. Once connected, Claude Code discovers all 9 tools at runtime and can call them headlessly. ideal for CI/CD pipelines, cron jobs, and automated workflows where IBKR (Interactive Brokers) data drives decisions without human intervention.

  • Single-command setup: claude mcp add registers the server instantly. no config files to edit or applications to restart

  • Terminal-native workflow means MCP tools integrate seamlessly into shell scripts, CI/CD pipelines, and automated DevOps tasks

  • Claude Code runs headlessly, enabling unattended batch processing using IBKR (Interactive Brokers) tools in cron jobs or deployment scripts

  • Built by the same team that created the MCP protocol, ensuring first-class compatibility and the fastest adoption of new protocol features

See it in action

IBKR (Interactive Brokers) in Claude Code

AI AgentVinkius
High Security·Kill Switch·Plug and Play
Why Vinkius

IBKR (Interactive Brokers) and 4,000+ other MCP servers. One platform. One governance layer.

Teams that connect IBKR (Interactive Brokers) to Claude Code through Vinkius don't need to source, host, or maintain individual MCP servers. Every tool call runs inside a hardened runtime with credential isolation, DLP, and a signed audit chain.

4,000+MCP Servers ready
<40msCold start
60%Token savings
Raw MCP
Vinkius
Server catalogFind and host yourself4,000+ managed
InfrastructureSelf-hostedSandboxed V8 isolates
Credential handlingPlaintext in configVault + runtime injection
Data loss preventionNoneConfigurable DLP policies
Kill switchNoneGlobal instant shutdown
Financial circuit breakersNonePer-server limits + alerts
Audit trailNoneEd25519 signed logs
SIEM log streamingNoneSplunk, Datadog, Webhook
HoneytokensNoneCanary alerts on leak
Custom domainsNot applicableDNS challenge verified
GDPR complianceManual effortAutomated purge + export
Enterprise Security

Why teams choose Vinkius for IBKR (Interactive Brokers) in Claude Code

The IBKR (Interactive Brokers) 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. All 9 tools execute in hardened sandboxes optimized for native MCP execution.

Your AI agents in Claude Code only access the data you authorize, with DLP that blocks sensitive information from ever reaching the model, kill switch for instant shutdown, and up to 60% token savings. Enterprise-grade infrastructure, zero maintenance.

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

The Vinkius Advantage

How Vinkius secures IBKR (Interactive Brokers) for Claude Code

Every tool call from Claude Code to the IBKR (Interactive Brokers) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.

< 40msCold start
Ed25519Signed audit chain
60%Token savings
FAQ

Frequently asked questions

01

How do I prevent my IBKR API session from timing out?

You can use the tickle_session tool. It is designed to maintain the Client Portal API session by sending a heartbeat, preventing timeouts due to inactivity.

02

Can I retrieve historical trade reports through this server?

Yes. First, use send_flex_request with your Flex Query ID to generate a report. Then, use the returned Reference Code with get_flex_statement to download the data.

03

How do I check my current buying power and margin requirements?

Use the get_account_summary tool with your Account ID. It returns a comprehensive summary of equity, margin, and other key financial metrics for the specified account.

04

How do I add an MCP server to Claude Code?

Run claude mcp add <name> --transport http "<url>" in your terminal. Claude Code registers the server and discovers all tools immediately.

05

Can Claude Code run MCP tools in headless mode?

Yes. Claude Code supports non-interactive execution, making it ideal for scripts, cron jobs, and CI/CD pipelines that need MCP tool access.

06

How do I list all connected MCP servers?

Run claude mcp in your terminal to see all registered servers and their status, or type /mcp inside an active Claude Code session.

07

Command not found: claude

Ensure Claude Code is installed globally: npm install -g @anthropic-ai/claude-code

08

Connection timeout

Check your internet connection and verify the Edge URL is reachable

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