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ClaudeChatGPTPerplexityGeminiMicrosoft CopilotRaycastMeta AIGrokZ.aiQwenKimi
DeepSeekMistralCursorVS CodeWindsurfJetBrainsClineLovableVercel AI SDKLangChain

Use Interactive Brokers with your AI.

Connect your account once and let the AI you already use work with it, without building another integration. Manage your Interactive Brokers account. execute trades, monitor portfolio ledgers, and fetch real-time market data via the Client Portal API.

Included with plan

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.

ChatGPTClaudeCursorPerplexityGeminiMicrosoft CopilotRaycastMeta AI

Complete set · 9 capabilities

The complete Interactive Brokers capability set.

These are the exact actions your AI can choose when you ask it to work with Interactive Brokers.

Capability set01 / 03

01-03

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

  1. 01

    Get account summary

    Get account summary

  2. 02

    Get flex statement

    Retrieve a generated Flex Query report

  3. 03

    Get portfolio ledger

    Get portfolio ledger

Capability set02 / 03

04-06

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

  1. 04

    Cancel order

    Cancel an existing order

  2. 05

    Get market data snapshot

    Get market data snapshot for contracts

  3. 06

    Modify order

    Modify an existing order

Capability set03 / 03

07-09

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

  1. 07

    Place order

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

  2. 08

    Send flex request

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

  3. 09

    Tickle session

    Maintain Client Portal API session

Observed, not estimated

895ms average. Fast in production.

Interactive Brokers is checked daily against the live service.

Daily averagePeak 1037ms
Aug 20Today
Fastest day
760ms
Slowest day
1037ms
14-day trend
Slowing+15%

Connect your client

One URL. Every client.

Activate the Connector, copy your link, and paste it into the client you already use. 9 capabilities arrive ready to run.

Preview access · not provider authentication

The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of Interactive Brokers, so you can see the experience inside your AI.

It does not authenticate your account with Interactive Brokers. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.

Interactive Brokers Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Interactive Brokers capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "ibkr-interactive-brokers-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"
    }
  }
}
  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Step-by-step instructions for each client are in the guide. How to connect

FAQ

Questions Interactive Brokers owners ask.

  • 01

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

    You can use the tickle_session capability. 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 capability with your Account ID. It returns a comprehensive summary of equity, margin, and other key financial metrics for the specified account.

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