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IBKR Portfolio Builder

MCP server · by adwiteeymauriya

Finance & Payments Streamable HTTP v0.1.4

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

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Install

Run one of the commands below, then add the client config underneath.

Streamable HTTPhttps://{ibkr_mcp_host}/mcp

Client configuration

Paste into Claude Desktop, Cursor (mcp.json), VS Code or any MCP client, then restart the client.

mcpServers{
  "mcpServers": {
    "ibkr-portfolio-builder-mcp": {
      "url": "https://{ibkr_mcp_host}/mcp"
    }
  }
}

About this server

IBKR Portfolio Builder is listed in the Finance & Payments category of the MCPNav directory. It is distributed as Streamable HTTP and can be loaded by any client that speaks the Model Context Protocol.

Typical uses include giving your assistant scoped access to the corresponding service so it can answer questions and take actions with real data instead of guessing. Always review what a server can access before you enable it — see our MCP security guide.

Frequently asked questions

What is the IBKR Portfolio Builder MCP server?

IBKR Portfolio Builder is an MCP server by adwiteeymauriya. Top-down IBKR research: 468 typed screeners tagged by strategy intent, news, account access.

How do I install IBKR Portfolio Builder?

Install it with: https://{ibkr_mcp_host}/mcp. Then add the JSON config to your client's 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 API it calls (such as a search or maps API) may require its own key and billing.

Which clients support IBKR Portfolio Builder?

Any MCP-compatible client can use it, including Claude Desktop, Cursor, VS Code, Windsurf and custom agents.