MMCPMarkets
KI

kelvingao/ibkr-mcp

开发工具

本页由 AI 翻译，技术细节请以原文为准。 查看原文

5 stars 3 forks 质量 62 趋势 13NOASSERTION
Repository Install

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

概览

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

以下为原文 README 节选，完整内容请查看原文。

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”
在 GitHub 查看完整 README

安装

uvx ibkr-mcp
新手？先看 mcpskill.org 教程 →

配置

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