Bring Trading
to VS Code Copilot
Learn how to connect IBKR (Interactive Brokers) to VS Code Copilot and start using 9 AI agent tools in minutes. Fully managed, enterprise secure, and ready to use without writing a single line of code.
GDPR Free for SubscribersCompatible with every major AI agent and IDE
Gemini
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 VS Code Copilot?
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.
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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
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Project-scoped MCP configs (
.vscode/mcp.json) let you commit server configurations to your repository, ensuring the entire team shares the same tool access - —
Copilot's Agent mode integrates MCP tools seamlessly with file editing, terminal commands, and workspace search in a single agentic loop
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GitHub's enterprise compliance and audit features extend to MCP tool usage, providing visibility into how AI interacts with external services
IBKR (Interactive Brokers) in VS Code Copilot
IBKR (Interactive Brokers) and 4,000+ other MCP servers. One platform. One governance layer.
Teams that connect IBKR (Interactive Brokers) to VS Code Copilot 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 VS Code Copilot
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 VS Code Copilot 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 VS Code Copilot
Every tool call from VS Code Copilot 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.
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.
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.
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.
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.
MCP tools not available
Ensure you are in Agent mode in Copilot Chat. MCP tools only appear in Agent mode.
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