IB Analytics MCP Server

63 tools. 9 can modify or destroy data without limits.

3 destructive tools with no built-in limits. Policy required.

Last updated:

9 can modify or destroy data
54 read-only
63 tools total

Community server · catalogue entry verified 29/06/2026

How to control IB Analytics MCP Server ↓

What IB Analytics MCP Server exposes to your agents

Read (54) Write / Execute (6) Destructive / Financial (3)
Critical Risk

The most dangerous IB Analytics MCP Server tools

9 of IB Analytics MCP Server's 63 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

How to control IB Analytics MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and IB Analytics MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default
{
  "place_order": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations
{
  "cancel_all_orders": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "add_limit_order": {
    "limits": [
      {
        "counter": "add_limit_order_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "analyze_bonds": {
    "limits": [
      {
        "counter": "analyze_bonds_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register IB Analytics MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON IB ANALYTICS →

Instant setup, no code required.

All 63 IB Analytics MCP Server tools

READ 54 tools
Read analyze_bonds analyze_bonds Read analyze_consolidated_portfolio analyze_consolidated_portfolio Read analyze_costs analyze_costs Read analyze_dividend_income analyze_dividend_income Read analyze_fx_exposure analyze_fx_exposure Read analyze_market_sentiment analyze_market_sentiment Read analyze_performance analyze_performance Read analyze_portfolio_correlation analyze_portfolio_correlation Read analyze_risk analyze_risk Read analyze_sector_allocation analyze_sector_allocation Read analyze_tax analyze_tax Read calculate_greeks calculate_greeks Read calculate_iv_metrics calculate_iv_metrics Read calculate_max_pain calculate_max_pain Read calculate_metric calculate_metric Read calculate_portfolio_metrics calculate_portfolio_metrics Read calculate_portfolio_swap calculate_portfolio_swap Read calculate_put_call_ratio calculate_put_call_ratio Read calculate_tax_loss_harvesting calculate_tax_loss_harvesting Read check_gateway_status Check IB Client Portal Gateway connection status Read check_order_proximity check_order_proximity Read compare_etf_performance compare_etf_performance Read compare_periods compare_periods Read compare_portfolio_snapshots compare_portfolio_snapshots Read compare_with_benchmark compare_with_benchmark Read evaluate_position evaluate_position Read fetch_ib_data fetch_ib_data Read get_account_summary get_account_summary Read get_analyst_consensus get_analyst_consensus Read get_available_snapshot_dates get_available_snapshot_dates Read get_current_price Get current/latest price and key metrics for a stock Read get_earnings_calendar get_earnings_calendar Read get_live_account_balance get_live_account_balance Read get_live_orders get_live_orders Read get_live_positions get_live_positions Read get_multi_timeframe_analysis get_multi_timeframe_analysis Read get_options_chain get_options_chain Read get_order_history get_order_history Read get_pending_orders get_pending_orders Read get_portfolio_snapshot get_portfolio_snapshot Read get_portfolio_timeseries get_portfolio_timeseries Read get_position_history get_position_history Read get_position_statistics get_position_statistics Read get_positions get_positions Read get_stock_analysis get_stock_analysis Read get_stock_data get_stock_data Read get_stock_info Get comprehensive company/fund information Read get_stock_news get_stock_news Read get_sync_status get_sync_status Read get_trades get_trades Read get_upcoming_events get_upcoming_events Read reconcile_positions_view reconcile_positions_view Read sync_daily_snapshot sync_daily_snapshot Read sync_limit_orders sync_limit_orders

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

Questions about IB Analytics MCP Server

Can an AI agent move money through the IB Analytics MCP Server MCP server? +

Yes. The IB Analytics MCP Server server exposes 1 financial tools including place_order. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the IB Analytics MCP Server MCP server? +

Yes. The IB Analytics MCP Server server exposes 2 destructive tools including cancel_all_orders, cancel_order. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through IB Analytics MCP Server? +

The IB Analytics MCP Server server has 3 write tools including add_limit_order, modify_order, update_limit_order. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach IB Analytics MCP Server.

How many tools does the IB Analytics MCP Server MCP server expose? +

63 tools across 4 categories: Destructive, Execute, Read, Write. 54 are read-only. 9 can modify, create, or delete data.

How do I enforce a policy on IB Analytics MCP Server? +

Register the IB Analytics MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every IB Analytics MCP Server tool call.

Deterministic rules across all 63 IB Analytics MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

63 IB Analytics MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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