Skip to content

v1.14.2

Choose a tag to compare

View all tags
@osauer osauer released this 20 Jun 09:42
v1.14.2
b324776

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 v1.14.2

  • Tightened the agent-facing trading contract for CLI, MCP, hooks, and docs so live and paper broker writes use one connected-gateway gate instead of stale origin-only policy text.
  • Made local order and opportunity read/preview surfaces safer for agentic workflows by separating local-journal evidence, preview-token minting, and submit eligibility.

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-v1.14.2-* tarballs — is read-only by construction: order transmission is not compiled in.

The ibkr-trading-v1.14.2-* 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@v1.14.2 (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.

Changed

  • Updated trading status to report gateway_unavailable and keep can_preview=false / can_write=false while TWS or IB Gateway is disconnected or still handshaking.
  • Aligned CLI and MCP order-preview routing fields, replacement previews, and trailing-stop trigger-method support across help text, schemas, generated docs, and skill guidance.
  • Updated the Claude/Codex hook policy to allow read-only help/piped reads while gating broker-adjacent writes through current trading readiness.

Fixed

  • Fixed stale live-agent policy drift so agent-origin live broker writes are governed by the same daemon authorization path as other origins.
  • Fixed opportunity exercise preview output so blocked previews do not imply a usable submit token.
  • Fixed open-order and order-status outputs to disclose account/mode scope and local-journal limitations instead of looking like a complete broker statement.
Assets 14
Loading