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This MCP server interacts with the Interactive Brokers API to fetch portfolio details, enabling portfolio management through natural language.
This MCP server interacts with the Interactive Brokers API to fetch portfolio details, enabling portfolio management through natural language.
This project is a FastAPI application that interacts with the Interactive Brokers (IBKR) API to fetch portfolio details.
ibkr-mcp-server
├── app
│ ├── __init__.py
│ ├── main.py
│ ├── api
│ │ ├── __init__.py
│ │ └── endpoints
│ │ ├── __init__.py
│ │ └── portfolio.py
│ ├── core
│ │ ├── __init__.py
│ │ └── config.py
│ ├── models
│ │ ├── __init__.py
│ │ └── portfolio.py
│ └── services
│ ├── __init__.py
│ └── ibkr_service.py
├── requirements.txt
├── .env
└── README.md
Clone the repository:
git clone <repository-url>
cd ibkr-mcp-server
Create a virtual environment:
python -m venv venv
source venv/bin/activate # On Windows use `venv\Scripts\activate`
Install dependencies:
pip install -r requirements.txt
Set up environment variables:
Create a .env file in the root directory and add your IBKR API credentials.
Run the application:
uvicorn app.main:app --reload
Once the server is running, you can access the API endpoints to fetch portfolio details. The API documentation will be available at http://localhost:8000/docs.
This project is licensed under the MIT License.
Run in your terminal:
claude mcp add ibkr-mcp-server -- npx Security
Low riskAutomated heuristic from public metadata — not a security guarantee.