Interactive Brokers Opens AI Connectivity to Any Tool Built on the MCP 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.”
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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.
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