WindsurfIDE

IBKR (Interactive Brokers) MCP Server

Bring Trading
to Windsurf

Name: IBKR (Interactive Brokers) MCP Server
Price: 29 USD
Availability: InStock
Rating: 5.0 (1 reviews)
Author: Vinkius

Learn how to connect IBKR (Interactive Brokers) to Windsurf 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 Subscribers

Cancel OrderGet Account SummaryGet Flex StatementGet Market Data SnapshotGet Portfolio LedgerModify OrderPlace OrderSend Flex RequestTickle Session

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Ask AI about this MCP Server ChatGPT Claude Perplexity

Compatible with every major AI agent and IDE

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

+ other MCP clients

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_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 Windsurf?

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.

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Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
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Purpose-built for agentic workflows. Cascade understands context across your entire codebase and integrates MCP tools natively
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JSON-based configuration means zero code changes: paste a URL, reload, and all 9 tools are immediately available
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Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts

See it in action

IBKR (Interactive Brokers) in Windsurf

AI Agent→Vinkius

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 Windsurf 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 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

Unlock for AI Agents View step-by-step setup guide for Windsurf →

Enterprise Security

Why teams choose Vinkius for IBKR (Interactive Brokers) in Windsurf

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 Windsurf 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.

Unlock for AI Agents View full IBKR (Interactive Brokers) details →

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 Windsurf

Every tool call from Windsurf 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

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 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.