Vinkius

IBKR (Interactive Brokers) MCP. Execute trades & monitor brokerage accounts.

IBKR (Interactive Brokers) gives your AI agent direct access to manage your brokerage account. You can execute trades, modify open orders, and cancel positions instantly through natural conversation. It also fetches real-time market snapshots for specific contracts, tracks portfolio balances by currency, and generates deep financial reports using pre-configured Flex Queries.

IBKR (Interactive Brokers) MCP is compatible with Claude Claude
IBKR (Interactive Brokers) MCP is compatible with ChatGPT ChatGPT
IBKR (Interactive Brokers) MCP is compatible with Cursor Cursor
IBKR (Interactive Brokers) MCP is compatible with Gemini Gemini
IBKR (Interactive Brokers) MCP is compatible with Windsurf Windsurf
IBKR (Interactive Brokers) MCP is compatible with VS Code VS Code
IBKR (Interactive Brokers) MCP is compatible with JetBrains JetBrains
IBKR (Interactive Brokers) MCP is compatible with Vercel Vercel
See Vinkius in Action

Give Claude and any AI agent real-world access

Manage Trades

Place new orders, modify existing ones, or cancel positions using natural language commands.

Check Account Status

Retrieve the current account summary, including total cash balances and margin metrics for immediate financial oversight.

Fetch Market Data

Get real-time price snapshots for specific contracts to base trading decisions on live data.

Generate Reports

Programmatically request and retrieve deep financial analysis using pre-configured Flex Query reports.

Monitor Ledgers

View detailed portfolio ledgers to track every transaction against your account history.

Waiting for input…

AI Agent
IBKR (Interactive Brokers)

What AI agents can do with IBKR (Interactive Brokers) - 9 Tools

These tools let you manage specific actions within your brokerage account, including placing trades, checking balances, and generating required financial documentation.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using IBKR (Interactive Brokers) MCP

Get Account Summary

Retrieves the current status of your brokerage account, including equity values and cash balances.

Cancel Order

Sends a request to cancel an existing order ID on your account.

Get Flex Statement

Pulls and retrieves a specific, pre-generated financial report (Flex Query).

Get Market Data Snapshot

Fetches the current trading price data for a specified contract.

Modify Order

Changes parameters of an existing, open order, like adjusting quantity or price.

Place Order

Submits a brand new trade order based on the defined specifications.

Get Portfolio Ledger

Retrieves a comprehensive list of all transactions and balances for your account history.

Send Flex Request

Initiates the process to generate a complex financial report, providing a reference...

Tickle Session

Keeps your API connection active and prevents session timeouts while working with...

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

IBKR (Interactive Brokers) MCP is compatible with Claude

Claude AI

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

3

Start a conversation

Open a new chat. The IBKR (Interactive Brokers) integration is available immediately — no restart needed.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

  • Import from OpenAPI, Swagger, or YAML specs
  • Create Agent Skills with progressive disclosure
  • Deploy to edge with MCPFusion framework
  • Built in DLP, auth, and compliance on each call
  • Real time usage dashboard and cost metering
  • Publish to catalog or keep private
Start building

Make Your AI Do More

Start with IBKR (Interactive Brokers), then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

  • Use this MCP plus 5,200+ others, all in one place
  • Add new capabilities to your AI anytime you want
  • Connections are secured and governed automatically
  • Track usage and costs across all your servers
  • Works with Claude, ChatGPT, Cursor, and more
  • New servers added to the catalog weekly
IBKR (Interactive Brokers) MCP server cover

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Interactive Brokers. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

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Cloud Hosted

Managed infra

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Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

Tracking Brokerage Activity Used to Be a Manual Nightmare

Before having this MCP, tracking your account meant jumping between three or four different websites. You'd log in to check if you had enough cash for a trade, then switch over to view the current market price, and finally click through complex menus just to submit an order modification. It was slow, error-prone, and exhausting.

Now, your agent handles that entire sequence naturally. You ask it to 'Place a new limit order,' and it manages the balance check, the real-time data pull, and the submission—all within one conversation. The result is speed without sacrifice.

IBKR (Interactive Brokers) MCP Gives Instant Order Execution

The most tedious part was often the sequence of getting an order placed, and then needing to immediately change it. You'd submit `place_order`, realize a price point was wrong five minutes later, and have to manually find that open order ID just to use the modify button.

Now, you tell your agent what needs fixing. It uses `modify_order` instantly. The entire process is contained; you don't leave the chat window until the status is confirmed.

What IBKR (Interactive Brokers) MCP does for your AI

Connect your Interactive Brokers account via this MCP to automate the tedious parts of trading and finance management. Instead of logging into several separate web portals just to check a balance or submit an order modification, your agent handles it all. You can use natural language commands to place new orders, modify existing ones, or cancel anything instantly.

Need to know what's happening right now? Fetch real-time snapshots for specific contracts to inform your decisions before you trade. The system also keeps track of your entire financial picture, letting you monitor cash balances and view comprehensive account summaries. If deep analysis is required, the agent can generate Flex Query reports that pull together complex data points for auditing or reporting.

All this functionality lives under one roof on Vinkius, meaning you connect once from any compatible client and get immediate access to your entire brokerage workflow.

Built · Hosted · Managed by Vinkius IBKR (Interactive Brokers) - Trade & Manage Accounts
Server ID 019e38ac-6902-731d-9dee-0bd2dec8e400
Vinkius Inspector
Compliance Grade A+
Score 100/100
Vinkius Inspector Badge — Score 100/100

Frequently asked questions about IBKR (Interactive Brokers) MCP

Can I use IBKR (Interactive Brokers) MCP to get historical data? +

No, this MCP focuses on real-time and generated reports. While you can pull detailed portfolio ledgers with get_portfolio_ledger, it doesn't function as a historical archive search tool.

What is the difference between placing an order and modifying one using IBKR (Interactive Brokers) MCP? +

Placing an order uses place_order to submit something brand new. Modifying an order requires you to use modify_order and specify an existing, open order ID.

Do I need a special token for IBKR (Interactive Brokers) MCP? +

Yes, depending on your account setup, the process may require an optional Flex Web Service Token to generate advanced reports via send_flex_request.

How do I check my current cash balance with IBKR (Interactive Brokers) MCP? +

You simply ask your agent to retrieve the account summary. The get_account_summary tool provides an immediate overview of all available funds and margin metrics.

Does this MCP support multiple currencies for tracking? +

Yes, the system is designed to monitor cash balances by currency, giving you a comprehensive view of your total assets across different denominations.