Clients can now connect their accounts to the AI tools they already use, built on the open Model Context Protocol standard

Interactive Brokers (Nasdaq: IBKR), an automated global broker, today announced that clients can now connect their accounts to nearly any AI tool they already use. Previously limited to the certified marketplaces for ChatGPT, Claude, and Grok, clients can now also connect from a growing range of tools that support the Model Context Protocol (MCP), including Claude Code, Cursor, Perplexity, and Windsurf.

MCP has become the common standard for connecting AI applications to outside services. Interactive Brokers' AI Integration has been built on MCP since launch, and clients can now connect from any MCP-compatible tool in addition to the certified marketplaces.

“Interactive Brokers has long offered open APIs that let clients connect their accounts to the tools and systems they choose,” said Milan Galik, Chief Executive Officer of Interactive Brokers. “Supporting AI tools built on the Model Context Protocol (MCP) is a natural extension of that philosophy. It gives clients the flexibility to use the AI applications they prefer to research investments, manage their portfolios, and interact with their IBKR accounts.”

The AI Integration lets clients connect an AI tool to their accounts to analyze portfolios, research investments, monitor risk, and draft trade instructions in natural language. Built on MCP, it provides access to tools that access an account in a secure fashion.

Clients can ask their connected AI tool questions about their own portfolios, such as:

“How would my portfolio be affected if interest rates rise, and which of my holdings are most sensitive?”
“Look up the implied volatility and 52-week high and low for each of my holdings. Which are most volatile right now?”
“Show me the currency impact if the U.S. dollar weakens 10 percent against my largest foreign exposures.”
“If the S&P 500 fell 10 percent, how would my portfolio be affected, and what strategies could help manage that risk?”

The AI analyzes the portfolio and drafts instructions. In this release, the client reviews each instruction and converts it to an order on an Interactive Brokers platform before it is submitted. Clients control what the AI can access.

How to connect: Clients using ChatGPT, Claude, or Grok can link their accounts through each platform's certified connector marketplace. To connect another MCP-compatible tool, clients use the tool's “add MCP server” or “custom connector” setting, enter the Interactive Brokers connector URL below, log in through Interactive Brokers' secure screen, and authorize access for a single account: https://api.ibkr.com/v1/api/mcp-public

Support for Gemini is coming soon. The AI Integration works across Interactive Brokers' platforms, including Client Portal, IBKR Desktop, IBKR GlobalTrader, IBKR Mobile, and Trader Workstation.

IBKR's Full Suite of AI Tools

The AI Integration complements IBKR's existing AI-powered tools, available directly within IBKR's platforms:

AI Screeners: Clients can use natural language to describe what they are looking for – like “small-cap tech stocks with strong cash flow” – and get a ranked list of matches from more than 70,000 global stocks.
Investment Themes: Search for a theme such as “clean energy” or “cloud computing” and view connected companies, industries, and trends.
Connections: Enter any stock and discover the related companies, sector ETFs, derivatives, thematic data, and event contracts all in one view.
Ask IBKR: Clients can use natural language to ask questions about their portfolios – like “How concentrated am I in tech?” – and get answers grounded in their own account data.
AI News Summaries: Get concise recaps of market news filtered to the stocks and sectors in portfolios and watch lists – so the news most relevant to investments is always easy to find, with important articles flagged automatically.

The expanded MCP AI Integration is available now.

For more information on IBKR's AI Integration, visit:

US and countries served by IB LLC: AI Integration
Canada: AI Integration
United Kingdom: AI Integration
Europe: AI Integration
Hong Kong: AI Integration
Singapore: AI Integration
Australia: AI Integration

To provide feedback on IBKR's platforms, tools, and services, use: feedback@ibkr.com

The best-informed investors choose Interactive Brokers.

About Interactive Brokers Group, Inc.:

Interactive Brokers Group, Inc. (NASDAQ: IBKR) is a member of the S&P 500. Its affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and prediction markets around the clock on over 170 markets in numerous countries and currencies from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation have enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, Stockbrokers.com, and many others.

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View source version on businesswire.com: https://www.businesswire.com/news/home/20260727739057/en/

Contacts for Interactive Brokers Group, Inc. Media: Katherine Ewert, media@ibkr.com

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