Interactive Brokers

Log in to your IBKR account at interactivebrokers.com. For safe testing, use a paper trading account (available under Account Management → Paper Trading). Note your username and password.

Install the interactive-brokers-mcp package using npm, or use npx to run it without a global install.

npm install -g interactive-brokers-mcp

Set your IBKR credentials as environment variables. Use IB_PAPER_TRADING=true to connect to your paper trading account, and IB_READ_ONLY_MODE=true to prevent accidental order placement during testing.

Add the Interactive Brokers MCP server to your Claude Desktop or Cursor config file with your credentials in the env block.

{
  "mcpServers": {
    "interactive-brokers": {
      "command": "npx",
      "args": ["-y", "interactive-brokers-mcp"],
      "env": {
        "IB_USERNAME": "your_ibkr_username",
        "IB_PASSWORD_AUTH": "your_ibkr_password",
        "IB_PAPER_TRADING": "true",
        "IB_HEADLESS_MODE": "true",
        "IB_READ_ONLY_MODE": "true"
      }
    }
  }
}

Restart your MCP client. On first launch, if not using headless mode, a browser window will open for IBKR OAuth. Complete the login. For headless mode, authentication happens automatically using the provided credentials.

To use historical account statement queries, generate a Flex Query token in IBKR Account Management under Reports → Flex Queries → Generate Token, then add it to your config.