Interactive Brokers (IBKR) MCP for portfolio analysis and risk

Interactive Brokers' MCP server lets your AI app analyze your portfolio, monitor risk and research opportunities across 170+ global markets, and draft trade instructions for you to review; IBKR says every order needs your approval. ContextGate connects it to Claude, ChatGPT and Cursor, where you can switch off the trade-instruction tools and still see every portfolio question in Activity.

  • Ready to connect
  • Free

Connect your IBKR account to Claude, ChatGPT or Cursor

  1. 1Click Connect Interactive Brokers (IBKR) free and sign in with your IBKR account.
  2. 2All tools are on once you connect, and the full list appears then. If you want analysis only, switch off the tools that generate trade instructions; your AI app no longer sees them, and a call to one is refused.
  3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
  4. 4Ask your AI app how concentrated your IBKR portfolio is in a single sector, then open Activity to see the call it made.

Portfolio work you can hand to Claude or ChatGPT

  • Get a read on your holdings and how your portfolio is positioned.
  • Monitor risk across the positions in your IBKR account.
  • Research opportunities across more than 170 global markets from a chat.
  • Have your AI app draft trade instructions for you to review; Interactive Brokers requires your approval for every order.

Limits on what your AI app can trade

  • Switch off the tools that draft trade instructions, and your AI app is left with analysis and research.
  • Set a policy to warn or block before a trade instruction goes through ContextGate.
  • Activity keeps a record of every IBKR call, so you can see what was asked about your account and when.

What you get with Interactive Brokers (IBKR) and ContextGate

  • Your AI apps can use Interactive Brokers (IBKR)Claude, Cursor, ChatGPT and other AI apps reach Interactive Brokers (IBKR) through the one ContextGate connection you add to them.
  • You choose which tools they can useSwitch off any Interactive Brokers (IBKR) tool you don't want used. It's hidden from your AI apps and refused if called.
  • Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

Interactive Brokers (IBKR) tools

Interactive Brokers (IBKR)'s own MCP server shows its tools once you sign in. When you connect it, they are listed and synced in your workspace.