ibkr-mcp

Interactive Brokers MCP Server for AI-powered trading assistance.

A Model Context Protocol (MCP) server that connects AI assistants to Interactive Brokers, enabling intelligent portfolio management, options analysis, and risk monitoring.

Features

• Account Management: Real-time account summary, portfolio positions, and P&L tracking
• Options Analysis: Option chain fetching, Greeks calculation, and strategy scanning
• Risk Monitoring: Portfolio risk evaluation with configurable limits and alerts
• Trading Strategies: Built-in support for covered calls, iron condors, PMCC, vertical spreads
• News Integration: Historical news retrieval for market research
• Playbook Actions: Automated adjustment suggestions based on risk rules

Installation

pip install ibkr-mcp

Prerequisites

• Python 3.12+
• Interactive Brokers TWS or IB Gateway running
• Valid IBKR account credentials

Configuration

Set environment variables or create a .env file:

# IBKR Connection
IBKR_HOST=127.0.0.1
IBKR_PORT=4001          # TWS: 7497, IB Gateway: 4001
IBKR_CLIENT_ID=0
IBKR_ACCOUNT=           # Optional: specific account ID

# Optional: Data directories
IBKR_MCP_OPTION_DATA_DIR=optiondata
IBKR_MCP_OPTION_HISTORY_DIR=historydata
IBKR_MCP_MARKET_DATA_TYPE=LIVE  # LIVE, FROZEN, DELAYED, DELAYED_FROZEN

Usage

As MCP Server

Add to your Claude Desktop or other MCP-compatible client configuration:

{
  "mcpServers": {
    "ibkr-mcp": {
      "command": "uvx",
      "args": [
        "ibkr-mcp"
      ],
      "env": {
        "IBKR_ACCOUNT": "U1234567"
      }
    }
  }
}

Available Tools

Tool	Description
get_account_summary	Retrieve account summary for specific or all accounts
get_portfolio	Get portfolio positions with P&L
get_positions	Get normalized positions across accounts
get_greeks_summary	Calculate portfolio Greeks (delta, gamma, theta, vega)
get_option_chains	Fetch option chain snapshots
scan_option_signals	Scan for options strategy trade signals
evaluate_portfolio_risk	Evaluate risk against configured limits
generate_playbook_actions	Generate adjustment suggestions
get_historical_news	Retrieve historical news for symbols

Example Queries

Once connected through an AI assistant, you can ask:

• "What's my current account balance and buying power?"
• "Show me all my positions with Greeks"
• "What's the option chain for AAPL expiring next month?"
• "Evaluate my portfolio risk and suggest adjustments"
• "Find covered call opportunities in my portfolio"

Risk Configuration

Create a risk.yaml file to define risk limits:

limits:
  max_delta: 100
  max_theta: -500
  max_concentration: 0.25

roll_rules:
  min_dte: 7
  target_delta: 0.30

Support

For issues and feature requests, please contact the maintainers.

License

Proprietary - All rights reserved.

Disclaimer

This software is for informational purposes only. It does not constitute financial advice. Trading involves substantial risk of loss. Use at your own risk.