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Ibkr Server

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This MCP server interacts with the Interactive Brokers API to fetch portfolio details, enabling portfolio management through natural language.

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About

This MCP server interacts with the Interactive Brokers API to fetch portfolio details, enabling portfolio management through natural language.

README

This project is a FastAPI application that interacts with the Interactive Brokers (IBKR) API to fetch portfolio details.

Project Structure

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

Setup Instructions

  1. Clone the repository:

    git clone <repository-url>
    cd ibkr-mcp-server
    
  2. Create a virtual environment:

    python -m venv venv
    source venv/bin/activate  # On Windows use `venv\Scripts\activate`
    
  3. Install dependencies:

    pip install -r requirements.txt
    
  4. Set up environment variables: Create a .env file in the root directory and add your IBKR API credentials.

  5. Run the application:

    uvicorn app.main:app --reload
    

Usage

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.

License

This project is licensed under the MIT License.

from github.com/seriallazer/ibkr-mcp-server

Installing Ibkr Server

This server has no published package — it is built from source. Open the repository and follow its README.

▸ github.com/seriallazer/ibkr-mcp-server

FAQ

Is Ibkr Server MCP free?

Yes, Ibkr Server MCP is free — one-click install via Unyly at no cost.

Does Ibkr Server need an API key?

No, Ibkr Server runs without API keys or environment variables.

Is Ibkr Server hosted or self-hosted?

A hosted option is available: Unyly runs the server in the cloud, no local setup required.

How do I install Ibkr Server in Claude Desktop, Claude Code or Cursor?

Open Ibkr Server on unyly.org, pick your client tab (Claude Desktop, Claude Code, Cursor) and press Install — the config is generated automatically, no JSON editing.

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