1
Add it to Claude Code
claude mcp add ibkr-mcp -- ibkr-mcp2
Make your agent remember this setup
ibkr-mcp's config, env vars, and the gotchas you hit — recalled in every future Claude Code, Cursor, and Codex session.
npx conare@latestFree · one command · indexes the sessions already on disk. Set up in the browser instead →
What it does
- Access real-time market data and snapshots
- Retrieve historical OHLCV bars for technical analysis
- View account summaries including margin and NAV
- Query portfolio positions and P&L data
- Perform contract lookups and option chain pricing
Tools 6
get_ibkr_market_dataRetrieves historical OHLCV bars for any contract.get_ibkr_positionsRetrieves current portfolio positions and P&L.get_ibkr_accountRetrieves account summary including balances, margin, and NAV.get_ibkr_contractPerforms contract lookup and returns details.get_ibkr_option_pricesRetrieves option chain pricing.get_ibkr_snapshotRetrieves a real-time quote snapshot for a contract.Environment Variables
IBKR_GATEWAY_HOSTGateway hostnameIBKR_GATEWAY_PORTGateway portIBKR_CLIENT_IDAPI client IDIBKR_TIMEOUTConnection timeout in secondsIBKR_READONLYRead-only modeIBKR_AUTHORIZED_ACCOUNTSComma-separated account whitelistIBKR_CACHE_DIROptional cache directory overrideTry it
→What is my current portfolio balance and total P&L?
→Get the historical OHLCV data for AAPL for the last 30 days.
→Look up the contract details for TSLA.
→Show me the current real-time quote for SPY.
→What are the current option prices for NVDA expiring next month?
Original README from henrysouchien/ibkr-mcp
ibkr-mcp
MCP server for Interactive Brokers Gateway — 6 tools for market data and account access via Claude.
Tools
| Tool | Description |
|---|---|
get_ibkr_market_data |
Historical OHLCV bars for any contract |
get_ibkr_positions |
Current portfolio positions and P&L |
get_ibkr_account |
Account summary (balances, margin, NAV) |
get_ibkr_contract |
Contract lookup and details |
get_ibkr_option_prices |
Option chain pricing |
get_ibkr_snapshot |
Real-time quote snapshot |
Install
pip install interactive-brokers-mcp
Prerequisites
- IB Gateway or TWS running
- API access enabled in Gateway/TWS settings
- Host/port/client ID matching your environment variables
Environment Variables
| Variable | Default | Description |
|---|---|---|
IBKR_GATEWAY_HOST |
127.0.0.1 |
Gateway hostname |
IBKR_GATEWAY_PORT |
7496 |
Gateway port |
IBKR_CLIENT_ID |
1 |
API client ID |
IBKR_TIMEOUT |
10 |
Connection timeout (seconds) |
IBKR_READONLY |
false |
Read-only mode |
IBKR_AUTHORIZED_ACCOUNTS |
Comma-separated account whitelist | |
IBKR_CACHE_DIR |
Optional cache directory override |
The package auto-loads .env from the package directory and parent.
Usage
Claude Code
claude mcp add ibkr-mcp -- ibkr-mcp
Or in ~/.claude.json:
{
"mcpServers": {
"ibkr-mcp": {
"type": "stdio",
"command": "ibkr-mcp"
}
}
}
Standalone
ibkr-mcp # via installed entry point
python -m ibkr.server # via module
License
MIT