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adwiteeymauriyaMCP SERVER

IBKR Portfolio Builder

Interactive Brokers screeners, news and account data shaped for top-down research — read-only by construction.

by adwiteeymauriya ↗Equity & Fund Market DataCommunity

LABSCO SUMMARY

It gives the model the research vocabulary, not just the API.

Most IBKR servers expose lookups and leave the model guessing scan codes from training data; a typed, tagged catalog with inverse pairs and instrument applicability is what makes "find value screens for US stocks" a real query. Read-only is enforced at the gateway rather than by convention, which is the right place for it. Historical news entitlement is the usual paper-account limitation, and the tools say so rather than returning empty.

What it is

A remote MCP server for Interactive Brokers built around the research workflow rather than single lookups. It ships a typed catalog of IBKR's screeners so a model can pick strategies and run scans, alongside account, price and news tools. It runs as a Docker compose stack with ib-gateway beside it.

What you get

  • Screening — ib_scan_catalog filters 468 IBKR scan codes across 16 categories, tagged with 28 strategy intent tags such as value, growth, quality, income and momentum, with inverse pairs precomputed and per-scan instrument applicability; ib_filter_catalog for the numeric filters; ib_screener_codes for a raw substring search; ib_screener to run a scan
  • Account and orders — ib_account_summary, ib_positions, ib_open_orders, ib_trades over a days_back window that IBKR caps at about 7 days
  • Prices and contracts — ib_price_snapshot, ib_price_history for OHLCV bars at any duration and bar size, ib_search_contracts, ib_contract_details for industry, category and trading hours
  • News — ib_news_providers, ib_news_for_symbol for headlines across subscribed providers, ib_news_article for one body, which may carry a per-article fee
  • Order placement is deliberately absent: ib-gateway runs in READ_ONLY_API=yes mode, so a misrouted tool call cannot place an order

Requirements

Docker, and an IBKR account — the compose stack runs ib-gateway as a sibling service, paper account in read-only API mode by default, and takes about 60 to 90 seconds to finish login on first start. Copy .env.example, set the gateway credentials plus LOGIN_PASSWORD, STATIC_BEARER_TOKEN and PUBLIC_BASE_URL, then docker compose up -d; the server is Streamable HTTP at /mcp. AUTH_MODE selects the mechanism: oauth for Claude.ai custom connectors, bearer for CLI clients and scripts, both by default. Claude.ai needs an HTTPS URL on the public internet, so put Cloudflare Tunnel or Caddy in front and make PUBLIC_BASE_URL match exactly. Sessions and tokens are in-memory only today and reset on container restart. MIT.

Setup effort

Build from source — git clone https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp

See installation options