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ibkr-portfolio-builder-mcp

ibkr-portfolio-builder-mcp is an MCP server, listed under mcp tooling. It reaches login, static and tws. It needs LOGIN_PASSWORD, STATIC_BEARER_TOKEN and TWS_PASSWORD to authenticate. Its repository has 19 GitHub stars and is licensed under MIT; we last read it on 2026-10-22.

This repository provides a remote MCP server for constructing portfolios with Interactive Brokers, using a typed catalog of 468 IBKR screeners categorized by strategy intent. It supports OAuth and static bearer authentication. Compatible with Claude.ai custom connectors, Claude Code, and any HTTP MCP client.

Install

MCP servers are packaged differently from each other -- some run via npx, some as a Docker image, some as a plain script you clone and run. ibkr-portfolio-builder-mcp’s own README did not state one plainly enough for this page to quote it rather than guess, so it will not guess. The repository below states it.

What it reaches, and what it needs

Reaches
login, static, tws
Credential
LOGIN_PASSWORD, STATIC_BEARER_TOKEN, TWS_PASSWORD

What it connects to

Supported in
Claude Code

Unverified means a mention in the server’s own description, not a citation. A wrong claim here costs nothing to correct and nothing to trust yet.

Maintenance

Stars
19
State
listed
Licence
MIT
From the repository

Remote MCP server for top-down portfolio construction with Interactive Brokers typed catalog of 468 IBKR screeners tagged by strategy intent (value/growth/income/momentum/quality), news, live account access. OAuth + static bearer auth. Works with Claude.ai custom connectors, Claude Code, and any HTTP MCP client.

ibkr-portfolio-builder-mcp compared with similar servers

ibkr-portfolio-builder-mcp compared with the closest alternatives, by services reached, credentials, stars, last update and licence
ServerReachesNeedsStarsLast updateLicence
ibkr-portfolio-builder-mcp (this page)login, static, twsLOGIN_PASSWORD, STATIC_BEARER_TOKEN, TWS_PASSWORD192026-06-08MIT
tradingview-mcpmarketauxMARKETAUX_API_TOKEN5,0992026-10-21MIT
mcphub—ADMIN_PASSWORD2,5802026-10-24Apache-2.0
mcp-remote—AUTH_TOKEN, MCP_CLIENT_SECRET, MCP_REMOTE_CLIENT_SECRET1,6522026-10-20MIT
mcp-searxng—None listed1,3222026-10-20MIT
tuui—None listed1,1592026-05-14Apache-2.0

Ranked by services in common with ibkr-portfolio-builder-mcp, then by stars. Figures are from each repository when we last read it.

Common questions about ibkr-portfolio-builder-mcp

What does ibkr-portfolio-builder-mcp do?
This repository provides a remote MCP server for constructing portfolios with Interactive Brokers, using a typed catalog of 468 IBKR screeners categorized by strategy intent. It supports OAuth and static bearer authentication. Compatible with Claude.ai custom connectors, Claude Code, and any HTTP MCP client.
How do I install ibkr-portfolio-builder-mcp?
Its README did not state an install command plainly enough for us to quote one, so we do not guess. The repository has the instructions: https://github.com/adwiteeymauriya/ibkr-portfolio-builder-mcp
What does ibkr-portfolio-builder-mcp connect to, and what does it need?
It reaches login, static and tws. The credentials we found in its source are LOGIN_PASSWORD, STATIC_BEARER_TOKEN and TWS_PASSWORD.
Which AI clients can use ibkr-portfolio-builder-mcp?
Its own description mentions Claude Code. That is a mention in its description, not a test we ran.
Is ibkr-portfolio-builder-mcp official and is it maintained?
We found nothing naming it as a vendor’s official server. Its repository has 19 GitHub stars and its state in our directory is listed. Its last commit we recorded was on 2026-06-08.
What licence does ibkr-portfolio-builder-mcp use?
The repository declares the MIT licence.

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