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IBKR Portfolio Builder

Verified Integration
Author: @adwiteeymauriya•Category: ServerApplication
GitHub Repository
JSON-RPC 2.0
Protocol Standard
Sub-second
Execution Latency
Active
Operational Status
Tags:#Claude#Search#Database#API#Git#AI#GitHub#Node.js

Client Configuration

— Connect IBKR Portfolio Builder to Claude Desktop or Cursor in seconds
{
  "mcpServers": {
    "ibkr-portfolio-builder": {
      "command": "npx",
      "args": [
        "-y",
        "@modelcontextprotocol/server-ibkr-portfolio-builder"
      ],
      "env": {}
    }
  }
}
Paste into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or %APPDATA%\Claude\claude_desktop_config.json (Windows).
Architecture & Capabilities

System Overview

Facilitates top-down portfolio construction with Interactive Brokers by providing a rich, typed catalog of screeners and live account access for LLM-driven research workflows.

Indexed Date

7/23/2026

License

Open Source

Protocol Layer

stdio / SSE RPC

Frequently Asked Questions

Architecture and operational details for IBKR Portfolio Builder

It provides a typed scan catalog with per-scan instrument applicability (STK, ETF, OPT, BOND), inverse pair links for polarity flips (e.g., HIGH_X ↔ LOW_X), and an integrated filter catalog, ensuring more accurate and context-aware LLM queries.

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