IBKR Portfolio Builder

io.github.adwiteeymauriya/ibkr-portfolio-builder-mcp · v0.1.4

Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.

Source code Set it up

Connect Remote server

Terminal

claude mcp add --transport http ibkr-portfolio-builder-mcp https://{ibkr_mcp_host}/mcp --header "Authorization: Bearer <YOUR_API_KEY>"

~/.cursor/mcp.json

{
  "mcpServers": {
    "ibkr-portfolio-builder-mcp": {
      "url": "https://{ibkr_mcp_host}/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

.vscode/mcp.json

{
  "servers": {
    "ibkr-portfolio-builder-mcp": {
      "type": "http",
      "url": "https://{ibkr_mcp_host}/mcp",
      "headers": {
        "Authorization": "Bearer <YOUR_API_KEY>"
      }
    }
  }
}

Claude Desktop

Settings > Connectors > Add custom connector
URL: https://{ibkr_mcp_host}/mcp

Replace the values in angle brackets with your own. Keys stay on your machine; we never see them.

Tools

The tool list was not available in our last check.

Headers

Name	Description
`Authorization` Optional, secret	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 connect).

Details

Endpoint	`https://{ibkr_mcp_host}/mcp` (Streamable HTTP)
First published	8 Jun 2026
Last updated	8 Jun 2026
Registry name	`io.github.adwiteeymauriya/ibkr-portfolio-builder-mcp`

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Live status

Needs setup

Answered: 0% of 2 checks
Last check: 13 Nov 2026

30 days agoToday

We connect daily without credentials and run initialize and tools/list.

Pair it with live search

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