Install Interactive Brokers MCP Server

Pick your client, copy the command, done.

claude mcp add ibkr-mcp -- ibkr-mcp

Environment Variables

Set these before running Interactive Brokers MCP Server.

VariableDescriptionRequired

IBKR_GATEWAY_HOSTGateway hostnameNo

IBKR_GATEWAY_PORTGateway portNo

IBKR_CLIENT_IDAPI client IDNo

IBKR_TIMEOUTConnection timeout in secondsNo

IBKR_READONLYRead-only modeNo

IBKR_AUTHORIZED_ACCOUNTSComma-separated account whitelistNo

IBKR_CACHE_DIROptional cache directory overrideNo

Once configured, Interactive Brokers MCP Server gives your AI agent access to:

get_ibkr_market_dataRetrieves historical OHLCV bars for any contract.

symbolexchangesec_typedurationbar_size

get_ibkr_positionsRetrieves current portfolio positions and P&L.

get_ibkr_accountRetrieves account summary including balances, margin, and NAV.

account_id

get_ibkr_contractPerforms contract lookup and returns details.

symbolsec_type

get_ibkr_option_pricesRetrieves option chain pricing.

symbolexpiry

get_ibkr_snapshotRetrieves a real-time quote snapshot for a contract.

symbolexchange

After setup, try these prompts with your AI agent:

→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?

Prerequisites & system requirements

An MCP-compatible client (Claude Code, Cursor, Windsurf, Claude Desktop, or Codex)
Python 3.8+ with pip installed

Conare · memory for coding agents

Save the docs, env vars, and workflow around Interactive Brokers MCP Server in Conare so Claude Code, Codex, and Cursor remember it next time.