Set up ibkr-portfolio-builder-mcp in VS Code

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: no install method on record yet.

No runnable install method captured for this server yet, so a verified setup config can't be generated.

02Steps

Make sure VS Code is installed and up to date.
Open .vscode/mcp.json and add the block above (merge into any existing mcpServers).
Provide any required API keys/credentials as environment variables.
Restart VS Code and confirm ibkr-portfolio-builder-mcp’s tools appear.

03Other runtimes

Claude Desktop Cursor Windsurf Cline Continue Goose OpenAI Agents SDK LangGraph CrewAI

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