{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_aew765q6ddtk","handle":"iflow-mcp-xiao81-ibkr-mcp-server","url":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server","links":{"self":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server/record.json","html":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server","markdown":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server/record.md","api":"https://wellknown.network/api/v1/agents/iflow-mcp-xiao81-ibkr-mcp-server","status":"https://wellknown.network/api/v1/agents/iflow-mcp-xiao81-ibkr-mcp-server/status","claim":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server/claim.json","badge":"https://wellknown.network/agents/iflow-mcp-xiao81-ibkr-mcp-server/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/iflow-mcp-xiao81-ibkr-mcp-server/history","tools":"https://wellknown.network/api/v1/agents/iflow-mcp-xiao81-ibkr-mcp-server/tools"},"ard":{"identifier":"urn:air::server:iflow-mcp-xiao81-ibkr-mcp-server","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"iflow-mcp_xiao81-ibkr-mcp-server","summary":"Interactive Brokers MCP Server for TWS API","description":"# IBKR-MCP-Server\n\nA 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.\n\n## Features\n\n- `get_portfolio()` - Retrieve current portfolio with positions and P&L\n- `get_account_summary()` - Get account balances and key metrics\n- `get_stock_price(symbol)` - Look up current stock prices\n- `get_option_price(symbol, expiry, strike, right)` - Get option prices\n\n## Prerequisites\n\n1. **Interactive Brokers Account** (Paper or Live)\n2. **TWS (Trader Workstation)** or **IB Gateway** running\n3. **Python 3.10+**\n\n## Quick Start\n\n### 1. Install Dependencies\n\n```bash\n# Clone and setup\ngit clone https://github.com/your-username/IBKR-MCP-Server.git\ncd IBKR-MCP-Server\n\n# Install with UV (recommended)\ncurl -LsSf https://astral.sh/uv/install.sh | sh\nuv sync\n\n# Or with pip\npython -m venv venv\nsource venv/bin/activate  # Windows: venv\\Scripts\\activate\npip install -e .\n```\n\n### 2. Configure Connection\n\n```bash\n# Copy example config\ncp env.example .env\n\n# Edit .env file:\nIBKR_HOST=127.0.0.1\nIBKR_PORT=7497              # 7497 for paper, 7496 for live\nIBKR_CLIENT_ID=1\nIBKR_IS_PAPER=true          # true for paper, false for live\n```\n\n### 3. Configure TWS\n\nIn TWS, go to **Configure** → **Global Configuration** → **API** → **Settings**:\n- ✅ **Enable ActiveX and Socket Clients**\n- ✅ **Socket port**: 7497 (paper) or 7496 (live)\n- ❌ **Read-Only API** (must be disabled)\n\n### 4. Test Setup\n\n```bash\n# Test connection\nuv run python test_connection.py\n```\n\n### 5. Run Server\n\n```bash\n# Start the MCP server\nuv run python src/ibkr_mcp/server.py\n```\n\n### 6. Claude Desktop Integration\n\nAdd to `~/Library/Application Support/Claude/claude_desktop_config.json`:\n\n```json\n{\n  \"mcpServers\": {\n    \"ibkr\": {\n      \"command\": \"uv\",\n      \"args\": [\"run\", \"python\", \"src/ibkr_mcp/server.py\"],\n      \"cwd\": \"/path/to/IBKR-MCP-Server\",\n      \"env\": {\n        \"IBKR_PORT\": \"7497\",\n        \"IBKR_IS_PAPER\": \"t…","publisher":{"name":"IBKR MCP Server","url":null},"homepage":"https://github.com/xiao81/IBKR-MCP-Server","repository":"https://github.com/xiao81/IBKR-MCP-Server","version":"0.1.0","license":"Apache-2.0","protocols":["mcp"],"tags":["mcp"],"pricing":null,"endpoints":[{"url":"pypi:iflow-mcp_xiao81-ibkr-mcp-server","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi","publisherName":"pypi"}},"derived":{"capabilities":[{"slug":"dev.version-control","name":"Version Control","confidence":0.745,"provenance":"derived"}],"categories":["dev"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"iflow-mcp_xiao81-ibkr-mcp-server","registry":"pypi","observedAt":"2026-09-15T20:21:39.158Z","publishedAt":"2026-02-11T05:54:38.833297Z","latestVersion":"0.1.0"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"iflow-mcp_xiao81-ibkr-mcp-server","url":"https://pypi.org/project/iflow-mcp_xiao81-ibkr-mcp-server/","firstSeenAt":"2026-09-09T21:25:07.326Z","fetchedAt":"2026-09-15T20:20:50.819Z","normalizedAt":"2026-09-15T20:20:50.819Z"}]},"firstSeenAt":"2026-09-09T21:25:07.326Z","updatedAt":"2026-09-15T20:21:39.158Z"}