About IBKR MCP Server
IBKR MCP Server is a FastAPI application that fetches portfolio details from the Interactive Brokers (IBKR) API. It suits developers who want programmatic access to IBKR account holdings.
Key features
- 01Built with FastAPI
- 02Fetches portfolio details from the IBKR API
- 03Reads IBKR API credentials from a .env file
- 04Serves interactive API docs at /docs
Use cases
- 01Reading portfolio data from an IBKR account
- 02Exposing account holdings to an AI assistant
MCP support
The README does not describe how the project exposes MCP tools or resources; it is listed as an MCP server by its tagline only.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
We haven’t collected a package or remote endpoint for this server. Follow the instructions in the project README.
Tools
Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.
Details
From the project READMEIBKR MCP Server
This project is a FastAPI application that interacts with the Interactive Brokers (IBKR) API to fetch portfolio details.
Project Structure
ibkr-mcp-server
├── app
│ ├── __init__.py
│ ├── main.py
│ ├── api
│ │ ├── __init__.py
│ │ └── endpoints
│ │ ├── __init__.py
│ │ └── portfolio.py
│ ├── core
│ │ ├── __init__.py
│ │ └── config.py
│ ├── models
│ │ ├── __init__.py
│ │ └── portfolio.py
│ └── services
│ ├── __init__.py
│ └── ibkr_service.py
├── requirements.txt
├── .env
└── README.md
Setup Instructions
-
Clone the repository:
git clone <repository-url> cd ibkr-mcp-server -
Create a virtual environment:
python -m venv venv source venv/bin/activate # On Windows use `venv\Scripts\activate` -
Install dependencies:
pip install -r requirements.txt -
Set up environment variables: Create a
.envfile in the root directory and add your IBKR API credentials. -
Run the application:
uvicorn app.main:app --reload
Usage
Once the server is running, you can access the API endpoints to fetch portfolio details. The API documentation will be available at http://localhost:8000/docs.
License
This project is licensed under the MIT License.
Comments
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