drio
Open app

Portfolio Service Monorepo

Source

A MCP (Model Context Protocol) server that implements popular brokers' APIs and more

Catalog onlyCatalog onlySTDIO

Overview

Portfolio Service MCP Server is a comprehensive Model Context Protocol (MCP) server that integrates popular brokerage APIs for efficient portfolio management, access to market data, and execution of trading operations.

To use the server, configure it with your brokerage API credentials, set up the necessary environment variables, and run the server to access various market data and trading functionalities.

  • Multi-Broker Support: Integrates with popular brokers like Interactive Brokers (IBKR) and TradeStation. - Comprehensive Market Data: Access real-time and historical market data. - Advanced Trading Capabilities: Programmatic execution and management of trades. - News Integration: Provides real-time market news and articles. - Options Trading Support: Access to options chains and management tools.
  1. Managing multi-brokerage trading portfolios.
  2. Executing programmatic trades based on market conditions.
  3. Analyzing stock and options data for investment decisions.

Add to your AI client

Use these steps to connect Portfolio Service Monorepo in Cursor, Claude, VS Code, and other MCP-compatible apps. The same JSON appears in the Use with menu above for one-click copy.

Cursor

Add this to your .cursor/mcp.json file in your project root, then restart Cursor.

.cursor/mcp.json

{
  "mcpServers": {
    "brokers-mcp-itay1542": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows)

{
  "mcpServers": {
    "brokers-mcp-itay1542": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

Claude Code

Add this to your project's .mcp.json file. Claude Code will detect it automatically.

.mcp.json (project root)

{
  "mcpServers": {
    "brokers-mcp-itay1542": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

VS Code (Copilot)

Add this to your .vscode/mcp.json file. Requires the GitHub Copilot extension with MCP support enabled.

.vscode/mcp.json

{
  "servers": {
    "brokers-mcp-itay1542": {
      "type": "stdio",
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

Windsurf

Add this to your Windsurf MCP config file, then restart Windsurf.

~/.codeium/windsurf/mcp_config.json

{
  "mcpServers": {
    "brokers-mcp-itay1542": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

Cline

Open Cline settings, navigate to MCP Servers, and add this server configuration.

Cline MCP Settings (via UI)

{
  "mcpServers": {
    "brokers-mcp-itay1542": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-brokers-mcp-itay1542"
      ]
    }
  }
}

FAQ

Can I integrate multiple brokerage accounts?

Yes! The server supports integration with multiple brokers.

Is there a need for a running IBKR TWS instance?

Yes, to utilize IBKR integration features, you need to have a running instance of IBKR TWS.

Is the server open-source?

Yes! The Portfolio Service MCP Server is open-source under the MIT license.7:["$","div",null,{"className":"container mx-auto flex flex-col gap-4","children":["$L26","$L27",["$","$L28",null,{"currentProject":{"id":94,"uuid":"a41675bb-1239-4b3f-bc71-36234ca85a84","name":"brokers-mcp","title":"Portfolio Service Monorepo","description":"A MCP (Model Context Protocol) server that implements popular brokers' APIs and more","avatar_url":"https://avatars.githubusercontent.com/u/47055981?v=4","created_at":"2024-12-13T09:00:38.953Z","updated_at":"2024-12-13T09:37:58.109Z","status":"created","author_name":"itay1542","author_avatar_url":"https://avatars.githubusercontent.com/u/47055981?v=4","tags":"[]","category":"research-and-data","is_featured":false,"sort":1,"url":"https://github.com/itay1542/brokers-mcp","target":"_self","content":"$29","summary":"$2a","img_url":null,"type":null,"metadata":"{\"star\":\"54\",\"license\":\"\",\"language\":\"Python\",\"is_official\":false,\"latest_commit_time\":\"2025-02-27 00:12:17\"}","user_uuid":null,"tools":null,"sse_url":null,"sse_provider":null,"sse_params":null,"is_official":false,"server_command":null,"server_params":null,"server_config":null,"allow_call":false,"is_innovation":false,"is_dxt":false,"dxt_manifest":null,"dxt_file_url":null,"is_audit":false},"randomProjects":[],"currentServerKey":"$undefined"}]]}]

Research and data