Give your AI assistant a supervised window into your Interactive Brokers account — balances, positions, live quotes and orders.
Community-built local MCP server that bridges Interactive Brokers to AI assistants: account balances, positions, real-time quotes, order placement and Flex Queries.
Node.js 18+ and an Interactive Brokers account (paper or live). The bundled IB Gateway and JRE cover mainstream platforms; Alpine-based containers download a musl JRE on first run.
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Ask for a plain-language rundown of holdings, concentration and unrealised P&L instead of exporting a CSV and pivoting it by hand.
Run a saved Flex Query and have the assistant summarise realised gains, commissions or a month of fills without you touching Account Management.
Point the server at a paper account and let an agent practise order construction and status polling where mistakes cost nothing.
Have an assistant enumerate working orders and flag anything stale or unexpectedly unfilled during a session.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_account_info | Return account identity, balances and summary figures for the connected IB account. |
| get_positions | List current holdings together with quantity and profit-and-loss detail. |
| get_market_data | Fetch real-time market data for one or more symbols. |
| place_order | Submit a market, limit or stop order. Absent from the tool list when read-only mode is enabled. |
| get_order_status | Check the execution state of a previously submitted order. |
| get_live_orders | Enumerate all live and open orders currently working in the account. |
| get_flex_query | Execute an IB Flex Query and return the resulting statement; the query is auto-saved for later reuse. |
| list_flex_queries | Show every Flex Query the server has remembered from earlier runs. |
| forget_flex_query | Remove a saved Flex Query from the server's memory. |
{
"mcpServers": {
"interactive-brokers": {
"command": "npx",
"args": ["-y", "interactive-brokers-mcp"],
"env": {
"IB_PAPER_TRADING": "true",
"IB_READ_ONLY_MODE": "true"
}
}
}
}Node.js 18+ and an Interactive Brokers account (paper or live). The bundled IB Gateway and JRE cover mainstream platforms; Alpine-based containers download a musl JRE on first run.
| Variable | Description | Required |
|---|---|---|
| IB_PAPER_TRADING | Route the session to your Interactive Brokers paper account instead of the live one. Set this first.e.g. true | Optional |
| IB_READ_ONLY_MODE | Disables order placement so the server can only read account, position and market data.e.g. true | Optional |
| IB_HEADLESS_MODE | Authenticate with stored credentials instead of opening a browser window for the OAuth flow.e.g. true | Optional |
| IB_USERNAME | Interactive Brokers username, required only when headless mode is enabled.e.g. your_ib_username | Optional |
| IB_PASSWORD_AUTH | Interactive Brokers password used by headless authentication. Keep it out of version control.e.g. your_ib_password | Optional |
| IB_FLEX_TOKEN | Flex Web Service token generated in IB Account Management; needed for the Flex Query tools.e.g. 123456789012345678901234 | Optional |
| IB_TOTP_SECRET | TOTP seed used by the automated two-factor override strategy. Review the project's 2FA risk notes before enabling. | Optional |
| IB_FORCE_STANDALONE_GATEWAY | Skip discovery of unrelated local gateways and always use the bundled one.e.g. true | Optional |
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