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Ibkr MCP Server

A FastAPI - based application for obtaining portfolio details through the IBKR API
2.5 points
37

What is the IBKR MCP Server?

The IBKR MCP Server is a middleware service that connects users to the Interactive Brokers trading platform through a standardized API interface, allowing you to securely and conveniently query and manage your portfolio information.

How to use the IBKR MCP Server?

You can obtain your portfolio data through simple REST API calls without directly dealing with the complex IBKR native API.

Use cases

Suitable for investors, financial advisors, or quantitative trading developers who need to integrate IBKR account data into their own systems.

Main features

Portfolio APIProvides a complete portfolio information query interface, including data such as positions and account balances.
FastAPI frameworkBuilt on the high - performance FastAPI framework, with fast response and support for automatic API documentation generation.
Environment configurationSupports configuring sensitive information through the.env file to improve security.

Advantages and limitations

Advantages
Simplifies the complexity of the IBKR native API
Provides a standardized RESTful interface
Built - in API documentation (Swagger UI)
Easy to deploy and expand
Limitations
Currently only supports query functions and does not support trading operations
Requires valid IBKR API credentials
Only supports running in a Python environment

How to use

Clone the project repository
Clone the project code to the local development environment
Set up a virtual environment
Create and activate a Python virtual environment
Install dependencies
Install all necessary Python dependency packages
Configure environment variables
Set your IBKR API credentials in the.env file
Start the service
Start the FastAPI application using Uvicorn

Usage examples

Personal investment dashboardIntegrate IBKR account data into a self - developed financial dashboard
Automatic financial reportingRegularly obtain account data to generate monthly financial reports

Frequently Asked Questions

Do I need an IBKR account to use this service?
Which operating systems does the service support?
How to ensure the security of my API key?

Related resources

Interactive Brokers API documentation
Official IBKR API documentation
FastAPI official documentation
Official documentation of the FastAPI framework
Project GitHub repository
Source code repository of this project
Installation
Copy the following command to your Client for configuration
Note: Your key is sensitive information, do not share it with anyone.
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