ibkr-portfolio-builder-mcp / setup / openai-agents
Setup guide
Set up ibkr-portfolio-builder-mcp in OpenAI Agents SDK
communityunknownunknownno verified config · noindex
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.
01Configuration
# ibkr-portfolio-builder-mcp via OpenAI Agents SDK
# transport: unknown
# launch: the server's install method
OpenAI Agents SDK connects to MCP servers in code. Use its MCP client with the command/URL below; exact API varies by version.
02Steps
- Make sure OpenAI Agents SDK is installed and up to date.
- Wire the server into OpenAI Agents SDK using its MCP client API.
- Provide any required API keys/credentials as environment variables.
- Restart OpenAI Agents SDK and confirm ibkr-portfolio-builder-mcp’s tools appear.
03Other runtimes
04Provenance
config_sourcegenerated from captured install method
last_checked2026-07-14 08:07Z
sourcesGitHub repo search [p4]
Next step
Want agents that act within guardrails? Apex is the live governed-agent product — paced, capped, and fully-logged actions with approvals before anything runs.
Explore Apex →See also: server page · is it safe? · alternatives