Custody & clearing
Interactive Brokers MCP Server
Published by Community
Unofficial IBKR gateway integrations that read account positions and balances — a route to custodied assets for RIAs that clear through Interactive Brokers. Review IBKR's terms before connecting.
Local
OAuth
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.Sign in to IBKR through the gateway with a read-only (no trading) session.
- 2.Unofficial — review IBKR's terms of service before connecting.
How your agent connects it
- 1.Add the Interactive Brokers MCP Server MCP server to your assistant and sign in when prompted.
- 2.Ask the agent for firm AUM and client household counts.
Figures, not records
Your agent reads Interactive Brokers MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.