Interactive Brokers Connector for AI agents.
9 live capabilities
Execute trades and monitor portfolio ledgers through your brokerage account.
Waiting for input…
Why people use Interactive Brokers
IBKR for Automated Trading Workflows
With this Connector, you can just tell your agent what you want to do. It handles the login, checks your balances, and places the orders for you. You get a clean interface where you can manage your entire portfolio through a simple conversation.
What Vinkius changes
You get a direct bridge between your brokerage account and your AI agent for faster execution and better monitoring.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Quick Order Adjustment
An active trader needs to change the quantity on a pending buy order.
- Real-world use case 02
End of Month Audit
A financial analyst needs a specific report of all trades.
- Real-world use case 03
Real-time Monitoring
A developer wants to see the current price of a stock.
Complete set · 9capabilities
The complete Interactive Brokers capability set.
These are the exact actions your AI can choose when you ask it to work with Interactive Brokers.
01—03
3 capabilities in this set.
Part of 9 available through Interactive Brokers.
- 01 Capability
Get account summary
See your current net liquidation value, cash balance, and margin metrics. It gives you a high-level look at your account health.
- 02 Capability
Cancel order
Stop an existing order immediately. This is useful when you need to pull out of a position fast.
- 03 Capability
Get flex statement
Retrieve a pre-configured Flex Query report. Use this to get detailed data for auditing or deep analysis.
04—06
3 capabilities in this set.
Part of 9 available through Interactive Brokers.
- 04 Capability
Get market data snapshot
Get a real-time snapshot for specific contracts. It helps you see the latest prices before making a move.
- 05 Capability
Modify order
Update the details of an active order. You can change quantities or prices without starting over.
- 06 Capability
Place order
Submit new orders using a JSON array of order objects. This lets your agent execute trades based on your instructions.
07—09
3 capabilities in this set.
Part of 9 available through Interactive Brokers.
- 07 Capability
Get portfolio ledger
View your portfolio ledger to see all your recent transactions. It's the best way to track your history.
- 08 Capability
Send flex request
Generate a new Flex Query report and get a reference code. This is the first step for pulling custom data.
- 09 Capability
Tickle session
Keep your API session active. It ensures your agent doesn't lose connection during long tasks.
Set up in minutes
One URL. Then ask Interactive Brokers to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use Interactive Brokers from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it Interactive Brokers, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable Interactive Brokers for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the Interactive Brokers URL.
- Step 03
Save and start
Save the connection and enable Interactive Brokers in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"ibkr-interactive-brokers": {
"url": "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"
}
}
}- Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using Interactive Brokers
Open Agent mode in chat and ask: "Using Interactive Brokers, help me...". 9 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"ibkr-interactive-brokers": {
"url": "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"
}
}
}- Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using Interactive Brokers
Ask Copilot: "Using Interactive Brokers, help me...". 9 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"ibkr-interactive-brokers": {
"url": "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"
}
}
}- Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using Interactive Brokers
Open Cascade and ask: "Using Interactive Brokers, help me...". 9 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"ibkr-interactive-brokers": {
"url": "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"
}
}
}- Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using Interactive Brokers
Ask Cline: "Using Interactive Brokers, help me...". 9 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add ibkr-interactive-brokers --transport http "https://edge.vinkius.com/vk_preview_xp4s1NSzeXGqzXShxPUtPXD75cMRT4iS4I9xpM5k/mcp"- Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using Interactive Brokers
Ask Claude: "Using Interactive Brokers, show me...". 9 tools are ready
Where the request belongs
Work Interactive Brokers can move forward.
This is for the active trader who needs to move fast without clicking through dozens of menus, and the financial analyst who spends hours manually pulling reports for clients.
Active Trader
Executes and modifies orders quickly during market hours without leaving their primary workspace.
Financial Analyst
Automates the retrieval of portfolio ledgers and Flex statements to build accurate monthly reports.
Trading Developer
Integrates real-time market data and account management into their own custom coding environments.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
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Trade equities and options, fetch real-time market data, and manage your brokerage accounts directly through any AI agent.
Alpaca Trading
Trade stocks and crypto, access real-time market data, and manage your Alpaca brokerage account directly through any AI agent.
Addepar
Investment management and reporting. manage portfolios, accounts, and financial performance via AI.
Chatham Financial
Manage financial risk and valuations via Chatham Financial. track trades, monitor debt, and access market data directly from any AI agent.
Dynamo Software
Equip your AI agent to manage alternative investments, track portfolios, and monitor funds via the Dynamo API.
CometAPI
Connect to real-time financial market data with APIs for stocks, forex, and crypto that power trading applications.
Bring your own AI
Change the model, client or framework. Keep Interactive Brokers connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about Interactive Brokers.
The practical details behind the request, access and result.
How does the IBKR MCP help with my trading?
It lets your AI agent execute trades and monitor your account directly. You can place, modify, or cancel orders without leaving your chat window.
Can I use the IBKR MCP to see my portfolio history?
Yes, it can pull your full portfolio ledger. This makes it easy to see every transaction and your current holdings in one place.
Does the IBKR MCP support custom reports?
It supports Flex Query reports. You can ask your agent to generate a report and then pull the data for your analysis.
How do I keep my IBKR session active?
The Connector includes a capability to keep your session alive. This prevents your agent from getting disconnected while it's working on complex tasks.
Is the IBKR MCP safe for my account?
It uses the official Client Portal API. You just need to provide your own URL and tokens to keep your connection secure.
Can I use this to check real-time prices?
Yes, you can fetch market data snapshots for specific contracts. This helps you make informed decisions based on current prices.
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.
One connection away
Give your agent a direct line to Interactive Brokers.
Connect Interactive Brokers once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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