finance MCP Server
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.
Discovered via github-seeds:mcp-hot and last synced 3mo ago.
Install instructions not detected yet
Check the source repository for the latest setup steps.
Currently working orders with status, filled / remaining quantity, average fill price.
Current bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly.
Recent executed fills (`days_back` window, IBKR caps history ~7 days).
What it does
NetLiquidation / BuyingPower / TotalCashValue / AvailableFunds / UnrealizedPnL for the connected paper or live account.
Full contract metadata — `long_name`, `industry`, `category`, `subcategory`, trading hours, valid exchanges. **The hook for sector-aware top-down screening.**
Fetch a single article body by `provider_code` + `article_id`. ⚠️ may incur a per-article fee (Dow Jones in particular).
Forex + crypto
Open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL.
OHLCV bars for any duration / bar size (`1 day`, `1 hour`, `5 mins`, ...). Always works regardless of market-data subscription.
List subscribed IBKR news providers (Briefing.com, Dow Jones, etc.).
Fuzzy-search IBKR's contract database by name / partial ticker.
Fetch headlines for a US stock across all subscribed providers. Headlines only; surfaces a clear `notice` field when the account lacks historical-news entitlement.
The typed scan catalog. Filter by `category`, `strategy`, `instrument`, free-text `query`; optionally return the full list of available categories + strategies via `list_meta=true`.
Filter parameter codes grouped by category (`price`, `volume`, `market_cap`, `fundamentals`, `technical`, `options`), with an instrument applicability note.
OAuth-issued tokens only. Required for Claude.ai custom connectors.
Substring search over the raw `scan-parameters.xml` codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog.
Run an IBKR scan — pass `scan_code`, `instrument`, `location`, optional price / volume filters. Returns rank + ticker + exchange.
Item
Currency-aware `ib_account_summary`
What's accepted
A static `Authorization: Bearer <token>` only. Skips the OAuth dance — best for CLI clients, Claude Code, your own scripts.
Broader `ib_news_search`
Per-token scopes (`read-only`, `read-news`, `screener-only`, ...)
Local staged-instruction tools (no IBKR write)
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