MCP 服务器

Interactive Brokers MCP Server

Enables AI assistants to interact with Interactive Brokers trading accounts to retrieve market data, check positions, and place trades. Includes pre-configured IB Gateway and handles OAuth authentication automatically.

README

Interactive Brokers MCP Server

⚠️ DISCLAIMER: This is an unofficial, community-developed MCP server and is NOT affiliated with or endorsed by Interactive Brokers. This software is in Alpha state and may not work perfectly.

A Model Context Protocol (MCP) server that provides integration with Interactive Brokers' trading platform. This server allows AI assistants to interact with your IB account to retrieve market data, check positions, and place trades.

🔒 Security Notice

This MCP server is designed to run locally only for security reasons. Never deploy this to remote servers or cloud platforms as it handles sensitive trading credentials and financial data.

✨ Features

Account Management: Get account information and balances
Position Tracking: View current positions and P&L
Market Data: Real-time market data for stocks and instruments
Order Management: Place market, limit, and stop orders
Order Monitoring: Check order status and execution details

Prerequisites

No additional installations required! This package includes:

Pre-configured IB Gateway for all platforms (Linux, macOS, Windows)
Java Runtime Environment (JRE) for IB Gateway
All necessary dependencies

You only need:

Interactive Brokers account (paper or live trading)
Node.js 18+ (for running the MCP server)

Quick Start

Add this MCP server to your Cursor/Claude configuration:

{
  "mcpServers": {
    "interactive-brokers": {
      "command": "npx",
      "args": ["-y", "interactive-brokers-mcp"]
    }
  }
}

When you first use the server, a web browser window will automatically open for the Interactive Brokers OAuth authentication flow. Log in with your IB credentials to authorize the connection.

Headless Mode Configuration

For automated environments or when you prefer not to use a browser for authentication, you can enable headless mode by configuring it in your MCP server configuration:

{
  "mcpServers": {
    "interactive-brokers": {
      "command": "npx",
      "args": ["-y", "interactive-brokers-mcp"],
      "env": {
        "IB_HEADLESS_MODE": "true",
        "IB_USERNAME": "your_ib_username",
        "IB_PASSWORD_AUTH": "your_ib_password"
      }
    }
  }
}

In headless mode, the server will automatically authenticate using your credentials without opening a browser window. This is useful for:

Automated trading systems
Server environments without a display
CI/CD pipelines
Situations where browser interaction is not desired

Important: Even in headless mode, Interactive Brokers may still require two-factor authentication (2FA). When 2FA is triggered, the headless authentication will wait for you to complete the 2FA process through your configured method (mobile app, SMS, etc.) before proceeding.

Security Note: Store credentials securely and never commit them to version control. Consider using environment variable files or secure credential management systems.

Available MCP Tools

Tool	Description
`get_account_info`	Retrieve account information and balances
`get_positions`	Get current positions and P&L
`get_market_data`	Real-time market data for symbols
`place_order`	Place market, limit, or stop orders
`get_order_status`	Check order execution status

Troubleshooting

Authentication Problems:

Use the web interface that opens automatically
Complete any required two-factor authentication
Try paper trading mode if live trading fails

Security & Risk Disclaimer

⚠️ IMPORTANT WARNINGS:

Financial Risk: Trading involves substantial risk of loss. Always test with paper trading first.
Security: This software handles sensitive financial data. Only run locally, never on public servers.
No Warranty: This unofficial software comes with no warranties. Use at your own risk.
Not Financial Advice: This tool is for automation only, not financial advice.