IBKR MCP Server

MCP Server for IBKR Client

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Overview

IBKR MCP Server is a FastAPI application designed to interact with the Interactive Brokers (IBKR) API to fetch portfolio details for clients.

To use the IBKR MCP Server, clone the repository, set up a virtual environment, install the required dependencies, configure your IBKR API credentials in a .env file, and run the application using Uvicorn.

FastAPI framework for efficient API development - Fetches real-time portfolio details from IBKR - API documentation available for easy access to endpoints

Accessing and managing investment portfolios through the IBKR API.
Integrating with other financial applications for real-time data.
Automating portfolio management tasks.

Add to your AI client

Use these steps to connect IBKR MCP Server 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": {
    "ibkr-mcp-server-seriallazer": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-ibkr-mcp-server-seriallazer"
      ]
    }
  }
}

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": {
    "ibkr-mcp-server-seriallazer": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-ibkr-mcp-server-seriallazer"
      ]
    }
  }
}

Claude Code

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

.mcp.json (project root)

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

VS Code (Copilot)

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

.vscode/mcp.json

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

Windsurf

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

~/.codeium/windsurf/mcp_config.json

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

Cline

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

Cline MCP Settings (via UI)

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

FAQ

What is required to run the IBKR MCP Server?

You need Python, FastAPI, and IBKR API credentials to run the server.

Is there any documentation available?

Yes, API documentation is available at `http://localhost:8000/docs` once the server is running.

Can I customize the server for my needs?

Yes, the server can be customized as per your requirements.

Research and data