IBKR

IBKR

Access Interactive Brokers Web API accounts, portfolio data, market data, orders, and trades

CustomFinance
21 actions
3 triggers

Actions

Name
get_auth_status

Check the current IBKR brokerage-session authentication status

tickle

Keep the IBKR session active and return session metadata

initialize_brokerage_session

Initialize the brokerage session required for /iserver trading and market-data endpoints

list_portfolio_accounts

List accounts with portfolio and position visibility

list_subaccounts

List visible subaccounts for advisor or IBroker structures

list_trading_accounts

List accounts available to the authenticated brokerage session

get_account_summary

Retrieve IBKR equity, margin, and accrued-balance summary data for an account

get_account_ledger

Retrieve IBKR cash balances by currency for an account

list_positions

List positions for an account using the near-real-time /portfolio2 endpoint by default

get_position_by_conid

Retrieve position details for one contract ID in an account

search_contracts

Search IBKR security definitions by symbol or company name

get_market_data_snapshot

Retrieve top-of-book market data snapshots for one or more conids

list_orders

Retrieve live and recently open orders for the brokerage session

get_order_status

Retrieve status for one active order

list_trades

Retrieve executions for the current day and up to six previous days

preview_order

Preview an order without submitting it, returning commission and validation information when available

place_order

Submit IBKR order tickets. Requires explicit confirmation.

modify_order

Modify an open IBKR order. Requires explicit confirmation.

cancel_order

Submit a cancellation request for an open IBKR order. Requires explicit confirmation.

reply_to_order_prompt

Confirm or decline an IBKR order warning/reply prompt. Requires explicit confirmation when confirming.

custom_api_call

Send a custom request to the official IBKR Web API base URL

Triggers

Name
order_status_changed

Poll for IBKR live/recent order status changes

new_trade

Poll for new IBKR trades/executions

position_changed

Poll for position changes in an IBKR account

Quick Start

TypeScript
import { WeavzClient } from '@weavz/sdk'

const weavz = new WeavzClient({ apiKey: 'wvz_...' })

const result = await weavz.actions.execute('ibkr', 'get_auth_status', {
  workspaceId: '550e8400-e29b-41d4-a716-446655440000',
  integrationAlias: 'ibkr',
  input: { /* ... */ },
})

Related Integrations

Works well with

Frequently Asked Questions

How do I connect IBKR to my app?

Use Weavz Hosted Connect for Custom authentication. Install the SDK, create a connection through the connect portal or API, then execute actions programmatically.

What actions does IBKR support?

IBKR supports 21 actions including Get Authentication Status, Tickle Session, Initialize Brokerage Session, List Portfolio Accounts, List Subaccounts, and more.

Can I use IBKR with AI agents?

Yes. Add IBKR to an MCP server in Tool Mode or Code Mode. Code Mode provides 3 meta-tools with on-demand API discovery so agents can compose stateful workflows without loading every action schema up front.

Can IBKR be used in stateful agent workflows?

Yes. Agents can combine IBKR actions with Filesystem, State KV, Human Gates, input partials, and other workspace integrations while keeping execution scoped to the selected workspace or end user.

What authentication does IBKR use?

IBKR uses Custom. Weavz stores credentials securely and uses them for authorized action execution.

How much does the IBKR integration cost?

The IBKR integration is included on all Weavz plans including the free tier with 20,000 actions per month. No credit card required.

What triggers does IBKR support?

IBKR supports 3 triggers including Order Status Changed, New Trade, Position Changed.

Connect IBKR in minutes

Get 20,000 free actions every month. No credit card required.