Interactive Brokers MCP Server

Interactive Brokers MCP server enabling AI agents to interact with IBKR's TWS (Trader Workstation) API — fetching real-time and historical market data, retrieving portfolio positions and account information, placing and monitoring orders, and integrating Interactive Brokers' comprehensive brokerage data into agent-driven investment analysis and trading automation workflows.

Evaluated Mar 06, 2026 (0d ago) vcurrent
Homepage ↗ Repo ↗ Finance interactive-brokers ib tws brokerage trading mcp-server options stocks
⚙ Agent Friendliness
66
/ 100
Can an agent use this?
🔒 Security
75
/ 100
Is it safe for agents?
⚡ Reliability
64
/ 100
Does it work consistently?

Score Breakdown

⚙ Agent Friendliness

MCP Quality
65
Documentation
68
Error Messages
65
Auth Simplicity
62
Rate Limits
70

🔒 Security

TLS Enforcement
85
Auth Strength
78
Scope Granularity
68
Dep. Hygiene
65
Secret Handling
75

Local TWS manages auth. Community MCP. Use paper trading for testing. Keep TWS port private.

⚡ Reliability

Uptime/SLA
68
Version Stability
62
Breaking Changes
62
Error Recovery
62
AF Security Reliability

Best When

An investor or quantitative researcher with an IBKR account needs AI-assisted market data access and portfolio management via the Interactive Brokers TWS API.

Avoid When

You don't have an IBKR account, need US-only simpler brokerages, or are doing HFT where MCP overhead matters.

Use Cases

  • Fetching real-time stock and options quotes from investment research agents
  • Retrieving portfolio positions and P&L from portfolio management agents
  • Analyzing historical price data for backtesting from quantitative agents
  • Monitoring account balances and margin from risk management agents
  • Placing orders via TWS from automated trading agents
  • Screening options chains from derivatives analysis agents

Not For

  • Users without Interactive Brokers account (TWS required)
  • High-frequency trading (MCP latency adds overhead vs direct TWS API)
  • Teams not comfortable with live trading risk (order placement affects real accounts)

Interface

REST API
No
GraphQL
No
gRPC
No
MCP Server
Yes
SDK
Yes
Webhooks
No

Authentication

Methods: username_password
OAuth: No Scopes: No

TWS (Trader Workstation) or IB Gateway must be running and authenticated with IBKR account credentials. MCP connects to local TWS/Gateway process — not direct API authentication.

Pricing

Model: freemium
Free tier: Yes
Requires CC: Yes

IBKR account required with potential account minimums ($0 for IBKR Lite, $10K for IBKR Pro). Market data may have subscription fees. Community MCP is free.

Agent Metadata

Pagination
none
Idempotent
Partial
Retry Guidance
Not documented

Known Gotchas

  • TWS or IB Gateway must be running and logged in — extra setup step beyond typical MCP
  • TWS API has strict pacing rules — historical data requests limited to 50/10 min
  • Order placement is LIVE — test with paper trading account first
  • TWS API version must match ib_insync library version — check compatibility
  • Connection drops require TWS restart — agents must handle reconnection
  • Market data subscriptions required for real-time data beyond basic quotes
  • Community MCP from individual contributor — limited ongoing maintenance

Alternatives

Full Evaluation Report

Detailed scoring breakdown, competitive positioning, security analysis, and improvement recommendations for Interactive Brokers MCP Server.

$99

Scores are editorial opinions as of 2026-03-06.

5178
Packages Evaluated
26151
Need Evaluation
173
Need Re-evaluation
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