Interactive Brokers (IBKR)

Trade, invest, analyze, and manage global markets

Add to Claude
(opens in new tab)

Connect your Interactive Brokers account to Claude and manage your portfolio through natural language. Ask about positions, balances, P&L, allocations, and open orders, or request real-time quotes and historical market data. You can also prompt Claude to draft trade instructions — for example, "Buy 100 shares of AAPL at a limit of $200" — which are sent to your IBKR account for your review and approval. Claude never submits orders directly to the market. Any trading symbols displayed or discussed are for illustrative purposes only and are not intended to portray recommendations. Member SIPC.

Tools

  • get_account_balances
  • get_account_positions
  • get_account_summary
  • get_order_instructions
  • get_orders
  • get_portfolio_allocation
  • get_price_history
  • get_price_snapshot
  • get_trades
  • search_contracts

Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.

Related connectors

Addepar MCP

Bring Addepar portfolio intelligence into Claude

Add Addepar MCP in Claude (opens in new tab)

Orion

Bring Orion Connect portfolio data and Redtail CRM together in Claude — prep for client meetings, capture follow-ups, prioritize your pipeline, and turn reports into talking points.

Add Orion in Claude (opens in new tab)

Amazon Selling Partner

Trending

Amazon Selling Partner MCP

Add Amazon Selling Partner in Claude (opens in new tab)

Wealth.com

Bring your clients' estate plans, tax returns, and documents into Claude — with instant snapshots, risk analysis, and advisor-ready summaries.

Add Wealth.com in Claude (opens in new tab)

Black Diamond

Trending

Client, portfolio, and performance data for advisors

Add Black Diamond in Claude (opens in new tab)

Wealthbox

Search, update, and manage Wealthbox data from inside Claude

Add Wealthbox in Claude (opens in new tab)