# Interactive Brokers MCP server > Analyze global markets and your Interactive Brokers portfolio, monitor risk and prepare trade instructions you approve. - Listing: https://mcp.tc/i/interactive-brokers - Connect: use the server's own URL `https://api.ibkr.com/v1/api/mcp-public` (OAuth sign-in at the server); clients connect to it directly. The listing link is a page, not an MCP endpoint. - Type: remote (Streamable HTTP) - Auth: OAuth sign-in - Category: [Finance & Payments](https://mcp.tc/c/finance-payments) - Vendor: Interactive Brokers - Homepage: ## 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. ## What it can do - 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 ## Example 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?" ## Install ### Claude Code 1. Run this in a terminal, in your project folder: ```bash claude mcp add --transport http interactive-brokers https://api.ibkr.com/v1/api/mcp-public ``` 2. 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 1. Open **Settings → Connectors** and click **Add custom connector**. 2. Name it **Interactive Brokers** and paste this URL: ```url https://api.ibkr.com/v1/api/mcp-public ``` 3. 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 1. Open the connector form on claude.ai. This button fills in the name and URL for you: [Add to claude.ai]() (opens connector settings) 2. Check that the URL reads `https://api.ibkr.com/v1/api/mcp-public` and click **Add**. 3. 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 1. On chatgpt.com, open **Settings → Security and login** and turn on **Developer mode**. 2. Go to `chatgpt.com/plugins` and click **+** to create an app for a remote MCP server. 3. Paste `https://api.ibkr.com/v1/api/mcp-public` as 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 [Add to Cursor]() (opens Cursor) Or add it by hand to `~/.cursor/mcp.json` (all projects) or `.cursor/mcp.json` (this project): `mcp.json`: ```json { "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]() (opens VS Code) Or from a terminal: ```bash 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`: `.vscode/mcp.json`: ```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 1. Add it to `~/.config/devin/mcp_config.json` (macOS and Linux) or `%APPDATA%\devin\mcp_config.json` (Windows): `mcp_config.json`: ```json { "mcpServers": { "interactive-brokers": { "serverUrl": "https://api.ibkr.com/v1/api/mcp-public" } } } ``` 2. 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 ```bash codex mcp add interactive-brokers --url https://api.ibkr.com/v1/api/mcp-public codex mcp login interactive-brokers ``` Or edit `~/.codex/config.toml` directly: `config.toml`: ```toml [mcp_servers.interactive-brokers] url = "https://api.ibkr.com/v1/api/mcp-public" ``` ### Gemini CLI ```bash gemini mcp add --transport http interactive-brokers https://api.ibkr.com/v1/api/mcp-public ``` Then, 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. ```json { "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`. ## Details - Server version: 1.1.6 - Last checked: 2026-10-03 (reachable, asks for credentials) - Listed: 2026-10-03 - Updated: 2026-10-03 --- Source: https://mcp.tc/i/interactive-brokers (mcp.tc is an independent directory, not affiliated with this server's publisher). Corrections: https://mcp.tc/report