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kelvingao/ibkr-mcp

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Model Context Protocol server connecting AI assistants to Interactive Brokers for portfolio management, options analysis, and automated risk monitoring.

概要

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. - : Real-time account summary, portfolio positions, and P&L tracking - : Option chain fetching, Greeks calculation, and strategy scanning - : Portfolio risk evaluation with configurable limits and alerts - : Built-in support for covered calls, iron condors, PMCC, vertical spreads - : Historical news retrieval for market research - : Automated adjustment suggestions based on risk rules - Python 3.12+ - Interactive Brokers TWS or IB Gateway running - Valid IBKR account credentials Set environment variables or create a .env file: Add to your Claude Desktop or other MCP-compatible client configuration: Once connected through an AI assistant, you can ask: - "What's my current account balance and buying power?

README

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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”
GitHub で README 全文を見る

インストール

uvx ibkr-mcp
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設定

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