Interactive Brokers
listing.by
Analyze global markets and your Interactive Brokers portfolio, monitor risk and prepare trade instructions you approve.
listing.connect
listing.explain.oauth
listing.note.oauth
listing.share.h
listing.share.p
mcp.tc/i/interactive-brokerslisting.about
Connects an AI assistant to an Interactive Brokers (IBKR) account. According to the vendor, you can analyze your portfolio, monitor risk, research opportunities across 170+ global markets and generate trade instructions for your review. Every order requires your approval.
Runs as a hosted streamable HTTP endpoint at api.ibkr.com. Users sign in with OAuth; the server requests mcp.read and mcp.write scopes. An Interactive Brokers account is required. No local install is needed.
listing.can
- Analyze your portfolio holdings and performance
- Monitor portfolio risk
- Research opportunities across 170+ global markets
- Generate trade instructions for investor review
- Orders require your explicit approval
listing.tools
listing.notools.oauth
listing.prompts
Summarize my portfolio and show where my risk is concentrated.
Research opportunities in European equities for my account.
Draft a trade instruction to rebalance my tech exposure for my review.
How is my portfolio performing this month?
listing.setup.h
listing.setup.oauth
Claude Code
- Run this in a terminal, in your project folder:
claude mcp add --transport http interactive-brokers https://api.ibkr.com/v1/api/mcp-public- Start Claude Code, type
/mcp, pick interactive-brokers and choose Authenticate. A browser window opens for the Interactive Brokers sign-in.
Add --scope user to make it available in every project, not just this one.
Claude Desktop
- Open Settings → Connectors and click Add custom connector.
- Name it Interactive Brokers and paste this URL:
https://api.ibkr.com/v1/api/mcp-public- Click Add, then Connect, and sign in when Interactive Brokers asks.
Claude Desktop's JSON config file only starts local servers. Remote servers go through Connectors, and connectors you add on claude.ai show up here too.
claude.ai
- Open the connector form on claude.ai. This button fills in the name and URL for you:
- Check that the URL reads
https://api.ibkr.com/v1/api/mcp-publicand click Add. - Click Connect and sign in when Interactive Brokers asks.
Free plans allow one custom connector. On Team and Enterprise plans an owner adds it under Organization settings → Connectors.
ChatGPT
- On chatgpt.com, open Settings → Security and login and turn on Developer mode.
- Go to
chatgpt.com/pluginsand click + to create an app for a remote MCP server. - Paste
https://api.ibkr.com/v1/api/mcp-publicas the server URL and choose OAuth. ChatGPT sends you to Interactive Brokers to sign in.
Developer mode is available on the web for Plus, Pro, Business, Enterprise and Education accounts.
Cursor
Or add it by hand to ~/.cursor/mcp.json (all projects) or .cursor/mcp.json (this project):
{
"mcpServers": {
"interactive-brokers": {
"url": "https://api.ibkr.com/v1/api/mcp-public"
}
}
}Cursor shows Needs login next to the server. Click it to sign in.
VS Code
Install in VS Code a11y.new_tab
Or from a terminal:
code --add-mcp '{"name":"interactive-brokers","type":"http","url":"https://api.ibkr.com/v1/api/mcp-public"}'Or commit it to the repo in .vscode/mcp.json:
{
"servers": {
"interactive-brokers": {
"type": "http",
"url": "https://api.ibkr.com/v1/api/mcp-public"
}
}
}VS Code asks you to sign in the first time the server starts.
Devin Desktop
- Add it to
~/.config/devin/mcp_config.json(macOS and Linux) or%APPDATA%\devin\mcp_config.json(Windows):
{
"mcpServers": {
"interactive-brokers": {
"serverUrl": "https://api.ibkr.com/v1/api/mcp-public"
}
}
}- Refresh the MCP server list in Cascade and sign in when asked.
Devin Desktop is the new name for Windsurf. It reads serverUrl (or url) for remote servers.
Codex
codex mcp add interactive-brokers --url https://api.ibkr.com/v1/api/mcp-public
codex mcp login interactive-brokersOr edit ~/.codex/config.toml directly:
[mcp_servers.interactive-brokers]
url = "https://api.ibkr.com/v1/api/mcp-public"Gemini CLI
gemini mcp add --transport http interactive-brokers https://api.ibkr.com/v1/api/mcp-publicThen, inside Gemini CLI, run /mcp auth interactive-brokers to sign in.
This adds it to the current project. Add -s user to use it everywhere.
Any client
Most clients accept this shape. Some name the URL field differently: serverUrl in Devin Desktop, httpUrl in Gemini CLI's settings file.
{
"mcpServers": {
"interactive-brokers": {
"type": "http",
"url": "https://api.ibkr.com/v1/api/mcp-public"
}
}
}Zed puts servers under context_servers in its settings. Cline needs "type": "streamableHttp", or it assumes SSE.
Client only starts local servers? Bridge it with npx -y mcp-remote https://api.ibkr.com/v1/api/mcp-public.
listing.faq
Can I paste mcp.tc/i/interactive-brokers into my MCP client?
No. mcp.tc links are pages, not server addresses. Connect with https://api.ibkr.com/v1/api/mcp-public, so your client talks to Interactive Brokers directly. The sign-in token only works there anyway. The quick link is for sharing: it opens this page, with setup steps for every client.
Does Interactive Brokers need an API key or a sign-in?
Yes, you need a Interactive Brokers account. The first time your client connects, it opens Interactive Brokers's sign-in page. The token goes straight to the server's own URL, never through mcp.tc.
Is Interactive Brokers a remote or a local server?
Remote. Interactive Brokers hosts it at https://api.ibkr.com/v1/api/mcp-public, and it speaks Streamable HTTP. There's nothing to install.
What can Interactive Brokers do?
You can analyze your portfolio holdings and performance, monitor portfolio risk and research opportunities across 170+ global markets.
Which clients can use it?
Any client that supports remote MCP servers: Claude Code, Claude Desktop, claude.ai, ChatGPT in developer mode, Cursor, VS Code, Devin Desktop, Codex, Gemini CLI, Zed and others. The setup steps cover each one.
Who wrote this page?
mcp.tc's robot read Interactive Brokers's own metadata (its MCP handshake, tool list and public pages), and an AI model drafted the text from it. A person reviews anything the checks can't confirm. The text can still be wrong, so if you spot a mistake, use Report this listing on this page.
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