Ibkr Server
FreeNot checkedThis MCP server interacts with the Interactive Brokers API to fetch portfolio details, enabling portfolio management through natural language.
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
Clone the repository:
git clone <repository-url> cd ibkr-mcp-serverCreate a virtual environment:
python -m venv venv source venv/bin/activate # On Windows use `venv\Scripts\activate`Install dependencies:
pip install -r requirements.txtSet up environment variables: Create a
.envfile in the root directory and add your IBKR API credentials.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.
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-serverFAQ
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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