Interactive Brokers, an automated global broker, said clients can now connect their accounts to nearly any AI tool they already use. The capability, which had previously been limited to the certified marketplaces for ChatGPT, Claude, and Grok, now also extends to a growing range of tools that support the Model Context Protocol (MCP), including Claude Code, Cursor, Perplexity, and Windsurf.

MCP has become a common standard for connecting AI applications to external services. Interactive Brokers said its AI Integration has been built on MCP since launch, and clients can now connect through 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 allows clients to 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 connected AI tools questions about their own portfolios, including:

• “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, which places the feature in the growing category of broker tools that use AI for account analysis while keeping order placement under user review.

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, log in through Interactive Brokers’ secure screen, and authorize access for a single account:

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.

The company said the AI Integration complements its existing AI-powered tools available directly within IBKR’s platforms.

AI Screeners let clients use natural language to describe what they are looking for — such as “small-cap tech stocks with strong cash flow” — and receive a ranked list of matches from more than 70,000 global stocks.

Investment Themes allow users to search for topics such as “clean energy” or “cloud computing” and view connected companies, industries, and trends.

Connections lets clients enter any stock and discover related companies, sector ETFs, derivatives, thematic data, and event contracts in one view.

Ask IBKR enables clients to ask natural-language questions about their portfolios, such as “How concentrated am I in tech?”, with answers grounded in their own account data.

AI News Summaries provide concise recaps of market news filtered to the stocks and sectors in portfolios and watch lists, with important articles flagged automatically.