Interactive Brokers

Every fact below links to a source card; “unknown” means no source we cite confirms it.

Overview and current status

Interactive Brokers runs an MCP server for AI platforms such as ChatGPT, Claude, Grok and Perplexity. With the default AI Integration, the AI generates trade instructions and you review and submit every order.¹ Instructions show up in an IBKR app such as Client Portal, where you confirm or reject them.²

On 2026-10-21 IBKR announced Autonomous Trading: eligible clients can let their connected AI submit supported orders without approving each one, inside a separately funded AI Partition.³⁴

Since release 1.1.5 (2026-07-17), any MCP client can connect through a custom connector URL.⁵

Feature matrix

Feature	AI Integration (default)	Autonomous Trading	Sources
Read portfolio	Yes	Yes	1
Place orders	Draft only. You review and submit in an IBKR app	Yes, inside the AI Partition	124
Assets	unknown for instructions	Supported stock and equity-option orders (examples in the announcement)	3
Eligibility	IBKR account	Individual, non-margin accounts only, after a Review & Approve track record	4
Limits		Funding limited to cash allocated to the partition; other limits apply, amounts not published	43
Paper or sandbox	unknown	unknown
Notifications	unknown	unknown

Implementation details

• Endpoint: https://api.ibkr.com/v1/api/mcp-public for custom connectors in any MCP client, including Claude Code and Cursor.⁵ The Claude connector directory lists https://api.ibkr.com/v1/api/mcp and tools such as get_order_instructions, get_account_positions and search_contracts.⁶
• Auth: you sign in on IBKR’s login screen; credentials are never shared with the AI app.⁵¹
• Revoke: Client Portal > Settings > Manage Third-Party Consents.⁵
• Autonomous eligibility: individual, non-margin accounts; joint, retirement, advisor-managed, organizational and Lite accounts are excluded. You first execute at least 10 trades over two weeks in Review & Approve mode.⁴ An independent review quoted the requirement as 10 trades “of $100 or more each”; the IBKR page retrieved on 2026-11-12 does not show that amount.⁷
• Entities: an independent review reports IBKR’s FAQ plans Autonomous Trading for IB LLC, Australia, Singapore and the UK.⁷

Guardrails and risks

Guardrail	Where it is enforced	Sources
AI Integration: every instruction is reviewed and confirmed by you in an IBKR app	Server side (broker)	21
Autonomous: trading only inside the funded AI Partition	Server side (broker)	4
Autonomous: eligibility gate (account type plus Review & Approve history)	Server side (broker)	4
Autonomous: funding, account and eligibility limits	Server side (broker), amounts unknown	3
Revoke access any time	Server side (broker)	54

IBKR’s AI Hub points to an Autonomous Trading Risk Disclosure that names the risk of agents placing unintended or erroneous orders.¹

How to build against it

1. Start with AI Integration: connect the custom connector and have the agent create instructions you review in Client Portal.⁵²
2. Ask the agent to show account, side, quantity, order type, limit price, estimated value and available cash before creating an instruction, as IBKR’s own example prompt does.⁴
3. Move to Autonomous Trading only if the account is eligible and you have funded a partition with what the agent may use.⁴

See Connect an MCP client.

Unknown so far

• Exact asset and order-type list for Autonomous Trading: unknown (IBKR’s own descriptions vary).⁷
• AI Partition funding limits: stated only as “limits apply”.³
• Paper trading through MCP: unknown.
• The connection FAQ could not be captured (it needs JavaScript).

Changelog

• 2026-11-12: First version of this page.

Sources

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Suggest a correction (opens a GitHub issue)

Footnotes

1. Interactive Brokers AI Hub. Interactive Brokers, official, retrieved 2026-11-12. ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶

2. AI Instructions. IBKR Guides, official, retrieved 2026-11-12. ↩ ↩² ↩³ ↩⁴

3. Interactive Brokers Introduces Autonomous Trading. Interactive Brokers, official, retrieved 2026-11-12. ↩ ↩² ↩³ ↩⁴ ↩⁵

4. AI-Powered Portfolio Analysis & Trading Tools (IBKR AI Integrations). Interactive Brokers, official, retrieved 2026-11-12. ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶ ↩⁷ ↩⁸ ↩⁹ ↩¹⁰

5. Version 1.1.5 - Custom Connector, Connect From Any MCP Client. IBKR Guides, official, retrieved 2026-11-12. ↩ ↩² ↩³ ↩⁴ ↩⁵ ↩⁶

6. Interactive Brokers (IBKR) connector - Claude by Anthropic. Anthropic (Claude connector directory), third-party, retrieved 2026-11-12. ↩

7. IBKR Autonomous Trading: What the AI Partition Lets an AI Trade Without Asking, Read Off IBKR’s Pages — DeskTested. DeskTested, third-party, retrieved 2026-11-12. ↩ ↩² ↩³