iflow-mcp_xiao81-ibkr-mcp-server

# IBKR-MCP-Server A Model Context Protocol (MCP) Server for Interactive Brokers TWS API that enables AI assistants to access portfolio data, account information, and real-time market prices. ## Features - `get_portfolio()` - Retrieve current portfolio with positions and P&L - `get_account_summary()` - Get account balances and key metrics - `get_stock_price(symbol)` - Look up current stock prices - `get_option_price(symbol, expiry, strike, right)` - Get option prices ## Prerequisites 1. **Interactive Brokers Account** (Paper or Live) 2. **TWS (Trader Workstation)** or **IB Gateway** running 3. **Python 3.10+** ## Quick Start ### 1. Install Dependencies ```bash # Clone and setup git clone https://github.com/your-username/IBKR-MCP-Server.git cd IBKR-MCP-Server # Install with UV (recommended) curl -LsSf https://astral.sh/uv/install.sh | sh uv sync # Or with pip python -m venv venv source venv/bin/activate # Windows: venv\Scripts\activate pip install -e . ``` ### 2. Configure Connection ```bash # Copy example config cp env.example .env # Edit .env file: IBKR_HOST=127.0.0.1 IBKR_PORT=7497 # 7497 for paper, 7496 for live IBKR_CLIENT_ID=1 IBKR_IS_PAPER=true # true for paper, false for live ``` ### 3. Configure TWS In TWS, go to **Configure** → **Global Configuration** → **API** → **Settings**: - ✅ **Enable ActiveX and Socket Clients** - ✅ **Socket port**: 7497 (paper) or 7496 (live) - ❌ **Read-Only API** (must be disabled) ### 4. Test Setup ```bash # Test connection uv run python test_connection.py ``` ### 5. Run Server ```bash # Start the MCP server uv run python src/ibkr_mcp/server.py ``` ### 6. Claude Desktop Integration Add to `~/Library/Application Support/Claude/claude_desktop_config.json`: ```json { "mcpServers": { "ibkr": { "command": "uv", "args": ["run", "python", "src/ibkr_mcp/server.py"], "cwd": "/path/to/IBKR-MCP-Server", "env": { "IBKR_PORT": "7497", "IBKR_IS_PAPER": "t…