Answers

IBKR in Claude or ChatGPT: What Each Connection Sees

IBKR's own AI integration connects Claude, ChatGPT, Grok and Perplexity to one account over MCP, at no extra charge. The assistant reads the account and drafts order instructions; you submit each one in IBKR.

Checked Not affiliated with Interactive Brokers.

IBKR's connectorReadsPositions, balances, orders, watchlistsOrdersInstructions you submit
Its MCP address, in Claude Code or CursorReadsThe sameOrdersThe same
An open-source MCP server on IB GatewayReadsThe TWS APIOrdersWhatever its code does
A Flex file you uploadReadsOne statementOrdersNone
Gloom's MCP serverReadsIBKR's tools, plus researchOrdersInstructions you submit

Connect IBKR's connector

  1. 1.In the assistant's connectors, choose Interactive Brokers, then Connect.
  2. 2.Log in at IBKR, sign and click I acknowledge.
  3. 3.Pick an account and click Give Access.
  4. 4.Review drafts in Client Portal, Trade > Orders and Trades > AI Instructions.
  5. 5.Other MCP clients take https://api.ibkr.com/v1/api/mcp-public as a custom connector.
Revoking and risks4 items
  • Revoke under the head and shoulders icon, Settings > Manage Third-Party Consents > Revoke Access.
  • Revoking does not cancel pending or partly filled orders.
  • IBKR's disclosure: "If you link an AI provider, including browser-based and similar agents, you are providing those AI agents with full control of your account, without any controls or limits."
  • Not offered in India or Japan. Open to any MCP client since 28 July 2026.
Autonomous Trading4 items
  • Planned for individual, non-margin accounts at IBKR LLC, Australia, Singapore and the U.K. Joint, retirement, advisor-managed, organizational and Lite accounts are not eligible.
  • To qualify: at least 10 trades of $100 or more over two weeks in Review & Approve mode.
  • The assistant trades only inside an AI Partition funded with cash from the parent account.
  • Stocks and equity options; Market, Limit, Stop and Stop-Limit orders for the day. No margin, short selling, fractional shares, penny stocks or Canadian stocks.
Prompts IBKR suggests5 items
  • "Summarize my largest positions, sector exposures and currency concentrations."
  • "Which position has my largest unrealized gain and which has my largest unrealized loss?"
  • "What currencies am I holding cash in?"
  • "Do I have any open orders? Show the current status of each."
  • "Create sell instructions to reduce my position in AAPL by 5%."

Where Gloom fits

Gloom uses the same IBKR sign-in: Sign in in Brokers (BR), then add https://api.gloom.sh/mcp to your assistant.

Adding a broker in Gloom's Brokers pane: Interactive Brokers and Robinhood connect by signing in or on this device, Public and SimpleFIN on this device.
Captured in the Gloom terminal app, version 0.20.1.

Gloom covers

  • Exchange and name per position, which IBKR's rows lack.
  • Every broker in one portfolio.* call, without Pro.
  • Account value kept past IBKR's one-year window.
  • Filings, options flow and news, on Pro.

Gloom does not cover

  • Orders: you submit them at IBKR.
  • A second AI app on IBKR, which allows one per user.
  • A sign-in past seven days; Gloom emails a day before.
Connect Gloom's MCP server to your assistantWhich plan includes what: Free, Pro and Team
  • Sources4 sources
    • IBKR's AI Integration page, read 5 November 2026: the assistants and other MCP clients, the MCP address, no extra charge, what it reads, instructions you submit, the Autonomous Trading rules, the prompts, the disclosure, and "not available in IN or JP". Its press releases of 1 June 2026 (the Claude launch) and 28 July 2026 (any MCP client).
    • AI Instructions, IBKR's Client Portal guide, updated 23 September 2026: connecting, one account per grant, Review & Submit, revoking.
    • Gloom's MCP reference, updated 5 November 2026: ibkr.* and portfolio.*, what needs Pro, one IBKR connection, the seven-day sign-in.
    • Gloom's server and app source, read 5 November 2026: the lookup that adds exchange and name, the daily history kept past IBKR's year, one AI connection per user, the seven days, the email a day before and the note that other AI apps get disconnected.
  • Not verified4 claims
    • Holdings as contract numbers without tickers in IBKR's connector, reported on 28 May 2026 and disputed in the same thread (r/interactivebrokers). On 8 June 2026 a user said it had no tools for options data (r/interactivebrokers).
    • Whether IBKR's connector ends its own sign-ins after seven days. Gloom saw it on its connection in October 2026; IBKR documents no limit.
    • The one AI connection per user, from IBKR's side. IBKR's pages do not state it; Gloom's connection is built around it.
    • Any open-source MCP server for IBKR. None was reviewed here; read the code before it gets your Gateway.