Interactive Brokers MCP Server

Interactive Brokers MCP server enabling AI agents to interact with IBKR accounts via the Interactive Brokers Client Portal API — retrieving portfolio positions, fetching account balances and P&L, placing and managing orders, getting real-time market data and quotes, and integrating IBKR's comprehensive brokerage platform into agent-driven investment analysis and trading automation workflows.

Evaluated Mar 06, 2026 (0d ago) vcurrent
Homepage ↗ Repo ↗ Finance interactive-brokers ibkr trading mcp-server stocks options portfolio brokerage
⚙ Agent Friendliness
64
/ 100
Can an agent use this?
🔒 Security
81
/ 100
Is it safe for agents?
⚡ Reliability
65
/ 100
Does it work consistently?

Score Breakdown

⚙ Agent Friendliness

MCP Quality
65
Documentation
68
Error Messages
65
Auth Simplicity
55
Rate Limits
65

🔒 Security

TLS Enforcement
100
Auth Strength
82
Scope Granularity
72
Dep. Hygiene
68
Secret Handling
78

IBKR Gateway auth. Real financial account. HTTPS. Confirm before trading. Community MCP. Paper trading for development.

⚡ Reliability

Uptime/SLA
70
Version Stability
65
Breaking Changes
65
Error Recovery
60
AF Security Reliability

Best When

An investor or quantitative trader with an IBKR account needs AI-assisted portfolio management, market data retrieval, or algorithmic order management via the Client Portal API.

Avoid When

You don't have an IBKR account, need HFT-grade latency, or prefer Futu/Tiger Brokers for HK markets.

Use Cases

  • • Fetching portfolio positions and P&L from investment monitoring agents
  • • Placing and managing orders from automated trading agents
  • • Retrieving real-time quotes and market data from market analysis agents
  • • Checking account balances and margin from risk management agents
  • • Screening options chains from options strategy agents
  • • Building algorithmic trading workflows from quantitative finance agents

Not For

  • • Teams without Interactive Brokers account
  • • Paper trading validation only (real money at risk — test carefully)
  • • High-frequency trading (MCP latency too high for HFT strategies)

Interface

REST API
Yes
GraphQL
No
gRPC
No
MCP Server
Yes ↗
SDK
Yes
Webhooks
No
OpenAPI Spec ↗

Authentication

Methods: oauth2
OAuth: Yes Scopes: Yes

IBKR Client Portal API requires running the IBKR Client Portal Gateway locally. Gateway handles OAuth2 session management. Must authenticate via browser session through the Gateway. Session expires daily and requires re-authentication.

Pricing

Model: freemium
Free tier: Yes
Requires CC: Yes

IBKR account requires funding. Client Portal API access is free with IBKR account. Community MCP is free. Real trading involves financial risk.

Agent Metadata

Pagination
none
Idempotent
Partial
Retry Guidance
Not documented

Known Gotchas

  • ⚠ IBKR Client Portal Gateway must run locally — extra process required beyond typical MCP
  • ⚠ Daily re-authentication required — browser login flow needed each day
  • ⚠ Order placement involves REAL MONEY — always confirm before executing trades
  • ⚠ IBKR API has trading day restrictions — different behavior during market hours vs after-hours
  • ⚠ Paper trading account available for testing — use before connecting live account
  • ⚠ Community MCP — IBKR's Client Portal API is officially documented but complex

Alternatives

futu-stock-mcp-server alpaca-mcp tradingview-chart-mcp

Full Evaluation Report

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

$99
API endpoint ↗ Agent guide ↗ Report inaccuracy

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

5190
Packages Evaluated
26151
Need Evaluation
173
Need Re-evaluation
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