Useful for
Where it earns its place
Review portfolio
Research a ticker
Prepare trade notes
Decision guide
Where it fits—and where it doesn’t.
Best for
Review portfolio
Not ideal for
Unsupervised use with broad sensitive-data access or consequential write actions.
Common setup gotchas
- Plan, region, role and workspace policy can change what is visible.
- The live OAuth and action scopes—not this summary—are authoritative at setup.
Permission & privacy notes
Know what you’re opening up.
Payment and customer data is highly sensitive. Exclude credentials and full payment details, start read-only and review every action.
Connection screens and capabilities can change. Recheck requested permissions at setup, remove access you no longer need and follow your organisation’s data-handling policy.
Platform comparison
Same tool. Different connection.
“Verified” means the tool appears in the official platform catalogue or current first-party documentation. It does not guarantee access on every plan or surface. “Not found” records only what our checked sources showed—it is not a claim of incompatibility.
ChatGPT
Not found in checked sources
We did not find a current first-party ChatGPT listing for Interactive Brokers; custom MCP availability is not treated as native support.
- Capabilities
- Not published as supported
- Plan & admin reality
- No current first-party platform listing was located in the sources checked. This platform is excluded from directory filters for this tool.
- Confirmation model
- No connection model verified.
- Privacy note
- Payment and customer data is highly sensitive. Exclude credentials and full payment details, start read-only and review every action.
- Runtime caveat
- A custom MCP route may exist, but it is not counted as built-in or catalogue availability.
Claude
Not found in checked sources
We did not find a current first-party Claude listing for Interactive Brokers; custom MCP availability is not treated as native support.
- Capabilities
- Not published as supported
- Plan & admin reality
- No current first-party platform listing was located in the sources checked. This platform is excluded from directory filters for this tool.
- Confirmation model
- No connection model verified.
- Privacy note
- Payment and customer data is highly sensitive. Exclude credentials and full payment details, start read-only and review every action.
- Runtime caveat
- A custom MCP route may exist, but it is not counted as built-in or catalogue availability.
Gemini
Not found in checked sources
We did not find a current first-party Gemini listing for Interactive Brokers; custom MCP availability is not treated as native support.
- Capabilities
- Not published as supported
- Plan & admin reality
- No current first-party platform listing was located in the sources checked. This platform is excluded from directory filters for this tool.
- Confirmation model
- No connection model verified.
- Privacy note
- Payment and customer data is highly sensitive. Exclude credentials and full payment details, start read-only and review every action.
- Runtime caveat
- A custom MCP route may exist, but it is not counted as built-in or catalogue availability.
Grok
Verified
Portfolio analysis, market research and order context through the Grok connector. Exact fields and actions depend on the live connection and source-system permissions.
- Capabilities
- read · search
- Plan & admin reality
- Grok lists this connector (aligned to the Jul 23 2026 in-app catalog enumeration). Business/Enterprise may require admin provisioning. BYO MCP remains available for anything missing.
- Confirmation model
- Review OAuth scopes and the live permission screen. Require human confirmation before external writes, sends, publishing or data changes.
- Privacy note
- Payment and customer data is highly sensitive. Exclude credentials and full payment details, start read-only and review every action.
- Runtime caveat
- Capabilities can change without notice; recheck the live listing and permission screen before setup. Grok connectors are MCP-based.
Try it with intent
Useful starting prompts.
“Use Interactive Brokers to review portfolio; cite the source records and do not change anything.”
“Research a ticker. Show the proposed result for approval before any external action.”
Works in these stacks
Combine it with a purpose.
03Package the work, then keep delivery visible.
