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v1.14.1

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@osauer osauer released this 20 Jun 05:32

The data flows out. Orders don't go in.

ibkr is a read-only interface to your Interactive Brokers account, reachable from a Go library, a shell CLI, a stdio MCP server (Claude Desktop, Cursor, Continue, Zed), and a Claude Code plugin. Hand it to an assistant, a cron job, a notebook, or your own service.

What's new in v1.14.1

  • Added a bounded local order-history read surface for recent order-review forensics. It groups the daemon's local order journal by current account/mode, supports date and event limits, and keeps the warning explicit: this is not an IBKR Activity Statement, Flex export, commission ledger, or broker-grade audit.
  • Cleaned up the public site around the Claude Desktop path: the guided install moved higher on the homepage, duplicate setup pages now point readers to canonical pages, and the noisy setup-card block was reduced to the handful of pages most likely to help.

Claude Desktop MCPB

Download ibkr.mcpb from the Assets section below or from:

https://github.com/osauer/ibkr/releases/latest/download/ibkr.mcpb

Open the .mcpb file with Claude Desktop, drag it into Claude Desktop, or use Settings -> Extensions -> Advanced settings -> Install Extension. The bundle carries the local ibkr binary for macOS and Linux. Windows is not supported outside WSL because the daemon uses Unix-only primitives.

Shell and generic MCP install

curl -fsSL https://raw.githubusercontent.com/osauer/ibkr/main/install.sh | sh
ibkr setup claude-desktop

The first command picks the right binary for your platform, verifies its SHA-256, installs it to ~/.local/bin/ibkr, and adds that directory to your PATH if needed. On macOS it also clears the Gatekeeper quarantine flag. The second command writes the legacy MCP server entry into Claude Desktop's config; fully quit Claude Desktop and reopen.

If you only want the shell tool, stop after the first command and try:

ibkr account
ibkr quote AAPL
ibkr positions --by underlying

Prerequisite: a running IB Gateway 10.37+ or TWS (paper or live) on the same machine. The daemon auto-discovers it across the four standard ports.

See the README for the full feature menu and the troubleshooting matrix. Read-only by construction; the Safety section walks through the four guards.

⚠️ Broker-write capable build (ibkr-trading-* tarballs)

Everything above — the installer, the MCPB bundle, and the plain ibkr-v1.14.1-* tarballs — is read-only by construction: order transmission is not compiled in.

The ibkr-trading-v1.14.1-* tarballs are different: that binary can place, modify, and cancel orders with your broker once you configure the trading gates ([trading] mode plus a pinned gateway endpoint and account, cross-checked against the connected session; every write still needs a submit-eligible preview token). Only download it if you intend to trade through ibkr. Before enabling anything, read SECURITY.md and the trading preview guide, start against a paper account, and verify with ibkr trading status. Each release's order pipeline is exercised by an automated paper-trading round-trip before tagging.


Paranoid? Inspect the installer before running it

curl -fsSL https://raw.githubusercontent.com/osauer/ibkr/main/install.sh -o install.sh
less install.sh
sh install.sh

Doing something custom?

  • go install: go install github.com/osauer/ibkr/cmd/ibkr@v1.14.1 (or @latest).
  • Different install dir: IBKR_INSTALL_DIR=/usr/local/bin sh install.sh. The installer won't touch your shell rc when you override; manage PATH yourself.
  • Manual download: pick a tarball or .mcpb from the Assets section below. Verify against SHA256SUMS.
  • Cursor / Continue / Zed / other local MCP clients: see Pick your path in the README for the JSON snippet (config file path differs per client).
  • Claude Code: /plugin marketplace add osauer/ibkr then /plugin install ibkr@ibkr inside any session.

Windows isn't supported. The daemon uses Unix-only primitives (setsid, flock, AF_UNIX sockets). WSL works.


Added

  • Added ibkr orders history and the read-only MCP ibkr_orders_history tool, with grouped-order limits, per-order event sampling, current account/mode filtering, and generated schema/docs updates.

Changed

  • Updated the Claude/Codex skill, hooks, and settings allowlists so order-history reads are permitted while broker-write guardrails stay unchanged.
  • Moved the homepage install section above the product-tour sections and narrowed "Popular setup paths" to a short set of canonical pages.

Fixed

  • Removed stale guardrail examples that mentioned the nonexistent ibkr orders status command.
  • Ignored local reports/ artifacts so private trading-review pages are not accidentally swept into release work.