Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.
Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.
A remote MCP server for top-down portfolio construction with Interactive Brokers. Built to be used as a Claude.ai custom connector, Claude Code MCP, or any HTTP MCP client.
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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 |
|---|---|
| ib_account_summary | NetLiquidation / BuyingPower / TotalCashValue / AvailableFunds / UnrealizedPnL for the connected paper or live account. |
| ib_positions | Open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL. |
| ib_open_orders | Currently working orders with status, filled / remaining quantity, average fill price. |
| ib_trades | Recent executed fills (days_back window, IBKR caps history ~7 days). |
| ib_price_snapshot | Current bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly. |
| ib_price_history | OHLCV bars for any duration / bar size (1 day, 1 hour, 5 mins, ...). Always works regardless of market-data subscription. |
| ib_search_contracts | Fuzzy-search IBKR's contract database by name / partial ticker. |
| ib_contract_details | Full contract metadata — long_name, industry, category, subcategory, trading hours, valid exchanges. **The hook for sector-aware top-down screening.** |
| ib_scan_catalog | The typed scan catalog. Filter by category, strategy, instrument, free-text query; optionally return the full list of available categories + strategies via list_meta=true. |
| ib_filter_catalog | Filter parameter codes grouped by category (price, volume, market_cap, fundamentals, technical, options), with an instrument applicability note. |
| ib_screener_codes | Substring search over the raw scan-parameters.xml codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog. |
| ib_screener | Run an IBKR scan — pass scan_code, instrument, location, optional price / volume filters. Returns rank + ticker + exchange. |
| ib_news_providers | List subscribed IBKR news providers (Briefing.com, Dow Jones, etc.). |
| ib_news_for_symbol | Fetch headlines for a US stock across all subscribed providers. Headlines only; surfaces a clear notice field when the account lacks historical-news entitlement. |
| Variable | Description | Required |
|---|---|---|
| STATIC_BEARER_TOKEN | Credential the server authenticates with. | Yes |
| PUBLIC_BASE_URL | Endpoint or connection string the server talks to. | Yes |
| TUNNEL_ID | Configuration value read at startup. | Optional |
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