IBKR Portfolio Builder

Overview

IBKR Portfolio Builder is an MCP server that brings Interactive Brokers research and portfolio tools into your AI workflow. It gives you access to 468 typed screeners organized by strategy intent, live news feeds, and account data—all callable as tools from Claude, Cursor, VS Code, and other MCP clients.

The server runs as a hosted remote endpoint at https://{ibkr_mcp_host}/mcp, so there's nothing to install locally. You authenticate with an API key and connect immediately. Version 0.1.4 is available now under the MIT license, with full source code on GitHub at adwiteeymauriya/ibkr-portfolio-builder-mcp.

IBKR Portfolio Builder belongs in the Development category on mcp.site and works with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server, claim your listing to earn the Verified badge and keep ownership details current.

Installation

Settings → Connectors → Add custom connector
Name: IBKR Portfolio Builder
URL:  https://{ibkr_mcp_host}/mcp