Interactive Brokers MCP Server

Interactive Brokers MCP Server for Windows

A Model Context Protocol (MCP) server that provides tools for interacting with Interactive Brokers (IBKR) through the TWS API or IB Gateway.

Features

• Account Management: Get account summary, positions, and portfolio information
• Market Data: Real-time and historical market data for stocks
• Order Management: Place market and limit orders, cancel orders, view open orders
• Trade Execution: View recent trade executions
• Options Trading: Get option chains for stocks

Prerequisites

1. Interactive Brokers Account: You need an active IBKR account

2. TWS or IB Gateway: Install either:

   • Trader Workstation (TWS) - Full trading platform
   • IB Gateway - Lightweight API gateway

   Download from: https://www.interactivebrokers.com/en/trading/tws.php

3. Python 3.8+: Required for running the MCP server

4. Enable API Access: In TWS/Gateway settings:

   • File → Global Configuration → API → Settings
   • Enable "Enable ActiveX and Socket Clients"
   • Note the Socket port (7497 for paper trading, 7496 for live)
   • Add 127.0.0.1 to trusted IPs

Installation

Step 1: Install Python Dependencies

Open Command Prompt or PowerShell and run:

pip install -r requirements.txt

Or install packages individually:

pip install mcp ib_insync pydantic

Step 2: Configure TWS/IB Gateway

1. Start TWS or IB Gateway
2. Log in with your credentials
3. Go to: File → Global Configuration → API → Settings
4. Check "Enable ActiveX and Socket Clients"
5. Uncheck "Read-Only API" if you want to place orders
6. Note the Socket Port:
   • 7497 for Paper Trading
   • 7496 for Live Trading
7. Add 127.0.0.1 to Trusted IPs
8. Click OK and restart TWS/Gateway

Usage

Starting the MCP Server

python server.py

The server will run and wait for MCP client connections via stdio.

Integrating with Claude Desktop

Add this configuration to your Claude Desktop config file:

Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "ibkr": {
      "command": "python",
      "args": ["C:\\path\\to\\ibkr-mcp-server\\server.py"]
    }
  }
}

Replace C:\\path\\to\\ibkr-mcp-server\\ with the actual path where you saved this project.

Available Tools

1. **connect_ibkr**

Connect to Interactive Brokers TWS or Gateway.

{
  "host": "127.0.0.1",
  "port": 7497,
  "client_id": 1
}

• port: 7497 (paper trading) or 7496 (live trading)
• Must be called before using other tools

2. **disconnect_ibkr**

Disconnect from IBKR.

3. **get_account_summary**

Get account summary including cash, equity, and P&L.

Returns:

{
  "TotalCashValue": "50000.00 USD",
  "NetLiquidation": "52000.00 USD",
  "BuyingPower": "200000.00 USD",
  "RealizedPnL": "500.00 USD",
  "UnrealizedPnL": "2000.00 USD"
}

4. **get_positions**

Get all current positions.

Returns array of positions with symbol, quantity, avg cost, market value, and P&L.

5. **get_market_data**

Get real-time market data for a symbol.

{
  "symbol": "AAPL",
  "exchange": "SMART",
  "currency": "USD"
}

Returns bid, ask, last, volume, high, low prices.

6. **get_historical_data**

Get historical market data.

{
  "symbol": "AAPL",
  "duration": "1 D",
  "bar_size": "1 hour",
  "what_to_show": "TRADES"
}

Duration options: "1 D", "1 W", "1 M", "1 Y" Bar size options: "1 min", "5 mins", "1 hour", "1 day"

7. **place_order**

Place a trading order.

Market Order:

{
  "symbol": "AAPL",
  "action": "BUY",
  "quantity": 100,
  "order_type": "MKT"
}

Limit Order:

{
  "symbol": "AAPL",
  "action": "SELL",
  "quantity": 100,
  "order_type": "LMT",
  "limit_price": 150.50
}

8. **cancel_order**

Cancel an existing order.

{
  "order_id": 123
}

9. **get_open_orders**

Get all open orders.

10. **get_executions**

Get recent trade executions.

{
  "days": 1
}

11. **get_option_chain**

Get option chain for a symbol.

{
  "symbol": "AAPL",
  "exchange": "SMART"
}

Example Conversations with Claude

Once configured, you can ask Claude:

• "Connect to my IBKR paper trading account"
• "What's my current account balance?"
• "Show me all my positions"
• "Get the current price of AAPL"
• "Show me historical data for TSLA over the last week"
• "Place a market order to buy 10 shares of MSFT"
• "What are my open orders?"
• "Get the option chain for SPY"

Security Notes

⚠️ Important Security Considerations:

1. Paper Trading First: Always test with paper trading (port 7497) before using live account
2. Order Confirmation: The server allows order placement - use with caution
3. API Access: Only enable API access when actively using it
4. Firewall: Ensure your firewall allows connections to TWS/Gateway
5. Credentials: Never share your IBKR credentia