get_account_summary
Account balances and key metrics
How to use it
get_account_summary is exposed by the Ibkr MCP Server MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the get_account_summary tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.
Install Ibkr MCP Server
$
claude mcp add ibkr 'python -m ibkr_mcp_server.main' --cwd /path/to/ibkr-mcp-serverOther tools in Ibkr MCP Server (10)
check_shortable_shares
Short selling availability
get_borrow_rates
Stock borrow rates (short selling costs)
get_connection_status
Check IBKR connection status
get_historical_data
Historical price data
get_margin_requirements
Margin requirements for securities
get_market_data
Real-time market quotes
get_portfolio
Current portfolio positions and P&L
place_order
Place trading orders (with safety checks)
short_selling_analysis
Complete short selling analysis
switch_account
Switch between IBKR accounts