How do I connect my IBKR account?

You subscribe to the MCP on Vinkius and provide your Client Portal API URL and your Flex Web Service Token.

Which AI clients can I use with this MCP?

You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.

Can I place trades using natural language?

Yes, you can use the place_order capability to submit new orders via your agent.

How does the MCP handle session timeouts?

The MCP includes a tickle_session capability that keeps your Client Portal API session active.

Can I get my financial statements?

Yes, you can use send_flex_request to generate a report and get_flex_statement to retrieve it.

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.

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 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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Connect Ibkr Interactive Brokers to ChatGPT and Claude

Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Control your brokerage account through your AI agent.

Ask AI about this Connector

Developed, maintained, and hosted by Vinkius.

MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED

Waiting for input…

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

Your AI does the work. We keep it safe and sound.

No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.

Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

V8 Isolate01

Each Connector runs inside its own sealed environment.

Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.

Kill Switch02

One switch stops every agent. Instantly.

One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.

FinOps per User03

Spending limits that pause instead of surprise.

Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.

Three controls, built into the layer your AI connects through.

Curated set · 9 capabilities

We ship only the actions that matter.

Capability set01 / 03

01-03

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

01
Get account summary
This capability pulls your current account summary. It provides essential metrics like equity and margin status.
02
Get flex statement
This capability retrieves a specific Flex Query report. It uses a reference code to fetch your generated financial statements.
03
Get portfolio ledger
This capability fetches your portfolio ledger. Use it to track detailed account movements and history.

Capability set02 / 03

04-06

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

04
Cancel order
This capability cancels an active order. It targets specific orders within your account to stop execution.
05
Get market data snapshot
This capability grabs a real-time market data snapshot. It works by requesting data for specific contract IDs.
06
Modify order
This capability updates an existing order. You can change the parameters of a live order through your agent.

Capability set03 / 03

07-09

3 capabilities in this set.

Part of 9 available through Interactive Brokers.

07
Place order
This capability submits new orders to the market. It requires a JSON array containing your order details.
08
Send flex request
This capability initiates a Flex Query report request. It returns a reference code needed to download the statement later.
09
Tickle session
This capability maintains your connection. It sends a signal to the Client Portal API to keep your session from timing out.

Real work

What teams actually run

Rapid Order Adjustment

You can tell your agent to modify a limit price on an existing order while you are working in your IDE.

Automated Reporting

An agent can trigger a Flex Query and then pull the resulting statement for your records.

Real-time Portfolio Checks

You can ask your agent for a quick update on your margin or cash balance during a volatile session.

Market Data Integration

Developers can pull contract-specific snapshots to feed into custom scripts or analysis capabilities.

Automate a task

Put Interactive Brokers to work on one thing.

Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.

How to trade with your AI

One connector, every AI

Interactive Brokers works with the most popular AI clients.

These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.

Building your own app? The connector is yours to use.

You don't need a client to put Interactive Brokers to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.

Observed, not estimated

1000ms average. Fast in production.

Interactive Brokers is checked daily against the live service.

Daily averagePeak 1267ms

Oct 3Today

Fastest day: 715ms
Slowest day: 1267ms
14-day trend: Slowing+21%

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.

1In Claude Desktop, open Settings → Connectors.
2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
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

Guided setup for Claude? Set up Interactive Brokers in Claude and other AIs

See all the AI clients this connector works with ↑

Who it's for

Built for the work Interactive Brokers owners hand off.

This MCP is built for people who need to bridge the gap between financial data and automated workflows.

01
Active Traders
They use the agent to execute and change orders without opening the full IBKR desktop software.
02
Financial Analysts
They hand off the task of pulling portfolio ledgers and Flex statements to the agent.
03
Developers
They integrate real-time market data and account management directly into their code.

FAQ

Questions Interactive Brokers owners ask.

01
How do I connect my IBKR account?
You subscribe to the MCP on Vinkius and provide your Client Portal API URL and your Flex Web Service Token.
02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, and Windsurf.
03
Can I place trades using natural language?
Yes, you can use the place_order capability to submit new orders via your agent.
04
How does the MCP handle session timeouts?
The MCP includes a tickle_session capability that keeps your Client Portal API session active.
05
Can I get my financial statements?
Yes, you can use send_flex_request to generate a report and get_flex_statement to retrieve it.
06
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.
07
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.
08
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.

Explore

More in Money Moves

Connect Interactive Brokers to Claude, Cursor, ChatGPT & more

Your AI does the work. We keep it safe and sound.

Each Connector runs inside its own sealed environment.

One switch stops every agent. Instantly.

Spending limits that pause instead of surprise.

We ship only the actions that matter.

01-03

Get account summary

Get flex statement

Get portfolio ledger

04-06

Cancel order

Get market data snapshot

Modify order

07-09

Place order

Send flex request

Tickle session

What teams actually run

Rapid Order Adjustment

Automated Reporting

Real-time Portfolio Checks

Market Data Integration

Building your own app? The connector is yours to use.

Interactive Brokers Connector

Claude Desktop

Active Traders

Financial Analysts

Developers

How do I connect my IBKR account?

Which AI clients can I use with this MCP?

Can I place trades using natural language?

How does the MCP handle session timeouts?

Can I get my financial statements?

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

Can I retrieve historical trade reports through this server?

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

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