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

Features

• Interactive Brokers API Integration: Full trading capabilities including account management, position tracking, real-time market data, and order management (market, limit, and stop orders)
• Flex Query Support: Execute Flex Queries to retrieve account statements, trade confirmations, and historical data. Queries are automatically remembered for easy reuse
• Flexible Authentication: Choose between browser-based OAuth authentication or headless mode with credentials for automated environments, including fully automated TOTP 2FA override. See TOTP 2FA Strategy Document for detailed configuration and important risk warnings.
• Simple Setup: Run directly with npx - no Docker or additional installations required. Includes pre-configured IB Gateway and Java runtime for all platforms

Security Notice

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.

Prerequisites

No additional installations required for mainstream platforms. This package includes:

• Pre-configured IB Gateway for all platforms (Linux, macOS, Windows)
• Java Runtime Environment (JRE) for macOS, Windows, and standard Linux builds
• Automatic first-run musl JRE download for Alpine-based containers (e.g. node:lts-alpine, supergateway)
• 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