IBKR Portfolio Builder
Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.
Install
unavailable — hosted endpoints aren’t versioned
Streamable HTTP
https://{ibkr_mcp_host}/mcp
Setup by client
Pick your client — the config below is generated for this server (hosted endpoint). Copy respects the “Pin version” switch above.
Remote (hosted) endpoint
https://{ibkr_mcp_host}/mcpClaude Desktop: Settings → Connectors → Add custom connector, paste this URL, and provide: Authorization.
Format verified against the official Claude Desktop docs ↗.
terminal
claude mcp add --transport http ibkr-portfolio-builder-mcp https://{ibkr_mcp_host}/mcp --header "Authorization: Bearer <YOUR_AUTHORIZATION>"Format verified against the official Claude Code docs ↗.
.cursor/mcp.json (hosted endpoint)
{
"mcpServers": {
"ibkr-portfolio-builder-mcp": {
"url": "https://{ibkr_mcp_host}/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}Format verified against the official Cursor docs ↗.
.vscode/mcp.json (hosted endpoint)
{
"servers": {
"ibkr-portfolio-builder-mcp": {
"type": "http",
"url": "https://{ibkr_mcp_host}/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}Format verified against the official VS Code docs ↗.
mcp_config.json (hosted endpoint)
{
"mcpServers": {
"ibkr-portfolio-builder-mcp": {
"serverUrl": "https://{ibkr_mcp_host}/mcp",
"headers": {
"Authorization": "<YOUR_AUTHORIZATION>"
}
}
}
}Format verified against the official Windsurf docs ↗.
Environment variables
Defined in the server's official registry manifest. Required secrets are shown as <YOUR_…> placeholders in the configs above.
Authorizationsecret header — Optional. Send 'Bearer <STATIC_BEARER_TOKEN>' for the bearer-auth path (skips the OAuth dance). Required if your deployment runs in AUTH_MODE=bearer. Leave blank to use OAuth (Claude.ai will trigger the login flow on con
GitHub
⭐ 19 stars · 最近更新于 157 天前 · MIT license
About this server
ibkr portfolio builder mcp A remote MCP server for top down portfolio construction with Interactive Brokers . Built to be used as a Claude.ai custom connector, Claude Code MCP, or any HTTP MCP client. Most ibkr mcp servers expose individual lookup primitives — get quote , get position , place order…
Summary from the project README — github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp
Distributed as Streamable HTTP, listed under Finance & Payments. Review our MCP security guide before granting access to real data.
Frequently asked questions
What does the IBKR Portfolio Builder MCP server do?
ibkr portfolio builder mcp A remote MCP server for top down portfolio construction with Interactive Brokers . Built to be used as a Claude.ai custom connector, Claude Code MCP, or any HTTP MCP client. Most ibkr mcp servers expose individual lookup primitives — get quote , get position , place order
How do I install IBKR Portfolio Builder?
Run the install command shown above, then paste the config for your client (Claude Desktop, Claude Code, Cursor, VS Code or Windsurf) into its MCP settings and restart the client.
Is IBKR Portfolio Builder free to use?
The MCP server itself is free to install. The source is public on https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp. Any third-party service it calls may require its own API key and account.
Which clients support IBKR Portfolio Builder?
Any MCP-compatible client can use it, including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf and custom agents.
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