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IBKR Portfolio Builder

remote (hosted) MCP server

Installation

Terminal

claude mcp add --transport http ibkr-portfolio-builder-mcp https://{ibkr_mcp_host}/mcp

Run in your project folder. Add --scope user to use it everywhere.

Claude Desktop, Cursor & other clients

Add to claude_desktop_config.json or .cursor/mcp.json.

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

Summary

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

Questions

IBKR Portfolio Builder is a remote (hosted) MCP server served at https://{ibkr_mcp_host}/mcp.

Run: claude mcp add --transport http ibkr-portfolio-builder-mcp https://{ibkr_mcp_host}/mcp

Run: codex mcp add ibkr-portfolio-builder-mcp --url https://{ibkr_mcp_host}/mcp

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