Give AI the keys to your portfolio.
Safely.
Connect Claude, Gemini, or any MCP-compatible AI agent directly to your Interactive Brokers account. Zero cloud dependencies. Military-grade server-side guardrails.
Claude via MCP
> What's my portfolio exposure and can we buy 10 AAPL?
Fetching your IBKR portfolio...
Currently, you have 66.3 VOO and 22 TSM.
Placing order for 10 AAPL...
Order Placed Successfully. ID: 19284
Why use IBKR MCP?
100% Local Execution
The MCP server runs on your machine, alongside TWS or IB Gateway. Your credentials never leave your device.
Server-Side Guardrails
AIs hallucinate. Our built-in kill switches (max drawdown, max order size) prevent catastrophic trades automatically.
Plug & Play AI
Built on the Model Context Protocol (MCP). Instantly compatible with Claude Desktop, Cursor, and any MCP client.
Quick Setup Guide
Install the SDK
git clone https://github.com/Collective-Social/ibkr-ai-agent-sdk.git
cd ibkr-ai-agent-sdk
pip install -r requirements.txt
Configure Guardrails
Edit the config.json file to set your maximum order values and allowed tickers to keep the AI in check.
Start the Server
python -m mcp_server.server
Add the server to your Claude Desktop config or connect directly via FastMCP.