Compatible with every major AI agent and IDE
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
- Subscribe to this server
- Enter your IBKR Client Portal API URL and your optional Flex Web Service Token
- 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 an existing order
Get account summary
Retrieve a generated Flex Query report
Get market data snapshot for contracts
Get portfolio ledger
Modify an existing order
Requires a JSON array of order objects. Place a new order
Returns a ReferenceCode to be used with get_flex_statement. Generate a Flex Query report
Maintain Client Portal API session
Why Cline?
Cline operates autonomously inside VS Code. it reads your codebase, plans a strategy, and executes multi-step tasks including IBKR (Interactive Brokers) tool calls without waiting for prompts between steps. Connect 9 tools through Vinkius and Cline can fetch data, generate code, and commit changes in a single autonomous run.
- —
Cline operates autonomously. it reads your codebase, plans a strategy, and executes multi-step tasks including MCP tool calls without step-by-step prompts
- —
Runs inside VS Code, so you get MCP tool access alongside your existing extensions, terminal, and version control in a single window
- —
Cline can create, edit, and delete files based on MCP tool responses, enabling end-to-end automation from data retrieval to code generation
- —
Transparent execution: every tool call and file change is shown in Cline's activity log for full visibility and approval before committing
IBKR (Interactive Brokers) in Cline
IBKR (Interactive Brokers) and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect IBKR (Interactive Brokers) to Cline 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.
Raw MCP | Vinkius | |
|---|---|---|
| Server catalog | Find and host yourself | 4,000+ managed |
| Infrastructure | Self-hosted | Sandboxed V8 isolates |
| Credential handling | Plaintext in config | Vault + runtime injection |
| Data loss prevention | None | Configurable DLP policies |
| Kill switch | None | Global instant shutdown |
| Financial circuit breakers | None | Per-server limits + alerts |
| Audit trail | None | Ed25519 signed logs |
| SIEM log streaming | None | Splunk, Datadog, Webhook |
| Honeytokens | None | Canary alerts on leak |
| Custom domains | Not applicable | DNS challenge verified |
| GDPR compliance | Manual effort | Automated purge + export |
Why teams choose Vinkius for IBKR (Interactive Brokers) in Cline
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 Cline 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.

* 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
How Vinkius secures
IBKR (Interactive Brokers) for Cline
Every tool call from Cline to the IBKR (Interactive Brokers) MCP Server is protected by DLP redaction, cryptographic audit chains, V8 sandbox isolation, kill switch, and financial circuit breakers.
Frequently asked questions
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.
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.
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.
How does Cline connect to MCP servers?
Cline reads MCP server configurations from its settings panel in VS Code. Add the server URL and Cline discovers all available tools on initialization.
Can Cline run MCP tools without approval?
By default, Cline asks for confirmation before executing tool calls. You can configure auto-approval rules for trusted servers in the settings.
Does Cline support multiple MCP servers at once?
Yes. Configure as many servers as needed. Cline can use tools from different servers within the same autonomous task execution.
Server shows error in sidebar
Click the server name to see logs. Verify the URL and token are correct.
Explore More MCP Servers
View all →
Mailshake
9 toolsManage cold outreach campaigns, leads, and prospects via the Mailshake REST API.

GitGuardian
49 toolsAutomate secret detection and incident response via GitGuardian — manage secret incidents, deploy honeytokens, and audit workspace security directly from your AI agent.

QuestDB (Time-Series)
4 toolsHigh-performance time-series database for fast SQL queries, data ingestion, and real-time analytics directly from your AI agent.

Jotform
10 toolsBuild powerful online forms with drag-and-drop ease, collect payments, gather signatures, and process submissions automatically.
