interactive-brokers

This MCP server provides integration with Interactive Brokers, enabling an AI assistant to access your IB account for real-time market data, account information, positions, and order management. It supports trading capabilities such as placing market, limit, and stop orders (subject to read-only mode), as well as Flex Queries to retrieve historical statements and trade data. The server can operate with browser-based OAuth authentication (default) or in headless mode using credentials for automated environments, making it suitable for automated trading systems or server deployments. Tools are exposed under a unified interface, including get_account_info, get_positions, get_market_data, place_order, get_order_status, get_live_orders, and Flex Query operations like get_flex_query, list_flex_queries, and forget_flex_query. To start, run the MCP server via npx as shown in the Quick Start section, then authorize with IB in the browser or provide credentials in headless mode for unattended operation.

Prerequisites:

• Node.js 18+ installed on the machine where you will run the MCP server. The package is designed to run directly via npx with no additional installation steps.

Installation steps:

1. Ensure Node.js 18+ is installed. Verify with: node -v npm -v
2. Run the MCP server using npx (no local install required): npx -y interactive-brokers-mcp
3. On first run, a web browser will open to complete Interactive Brokers OAuth authentication. Follow the prompts to authorize the connection.

Optional headless setup (for automated environments):

1. Use the same npx command but add environment variables as needed (see Environment Variables in the README for details).
2. Example (headless mode with paper trading): { "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", "IB_PAPER_TRADING": "true" } } } }

Note: Store credentials securely and avoid committing them to version control. Use environment variable files or secret management where possible.

Environment variables and configuration options:

• IB_USERNAME: Interactive Brokers username
• IB_PASSWORD_AUTH: Interactive Brokers password or authentication method
• IB_HEADLESS_MODE: Enable headless authentication (true/false)
• IB_PAPER_TRADING: Enable paper trading mode (true/false)
• IB_FLEX_TOKEN: Flex Web Service token for Flex Queries
• IB_READ_ONLY_MODE: Restrict actions to read-only operations (true/false)

Flex Queries: If you plan to use Flex Queries, obtain a Flex Web Service Token and set IB_FLEX_TOKEN in the environment. Flex Queries are automatically saved for reuse and can be managed with list_flex_queries and forget_flex_query tools.

Security considerations: Run this locally or in trusted environments. The MCP server handles sensitive financial data and credentials. Always adhere to security best practices and review permissions before enabling trading features.