Documentation

Everything you need to get started with BrokerBridge

Setup Guide

Get up and running in 15 minutes - no separate app to download

Before You Start

✓Claude Desktop installed (download here)
✓Python 3.10+ installed
✓Broker software running: TWS/Gateway for IBKR, or NinjaTrader 8 with data connected

Install BrokerBridge

pip install brokerbridge

Configure Your Broker

For Interactive Brokers:

export BROKER=ibkr
export IBKR_PORT=7497
export IBKR_CLIENT_ID=1

For NinjaTrader:

export BROKER=ninjatrader
export NT8_HOST=127.0.0.1
export NT8_PORT=49999

Add to Claude Desktop

Edit your Claude Desktop config file and add BrokerBridge as an MCP server:

Config location: macOS: ~/Library/Application Support/Claude/claude_desktop_config.json

{
  "mcpServers": {
    "brokerbridge": {
      "command": "python",
      "args": ["-m", "brokerbridge"],
      "env": {
        "BROKER": "ibkr"
      }
    }
  }
}

Restart Claude & Start Trading

Quit Claude Desktop completely and restart it. You should see "BrokerBridge" in your connected servers. Try asking:

"What positions do I have open?"

"Show me my account summary"

"Add stop losses to all positions at 2% below current price"

Need More Detail?

Our complete onboarding guide covers broker-specific setup, troubleshooting, security hardening, and advanced features.

Full Setup Guide

Getting Started

Installation, configuration, and your first trade

API Reference

Complete reference for all 200+ MCP tools

Feature Guides

In-depth guides for major features

Plugin Development

Create custom plugins and extensions

Broker Setup

Setup guides for each broker

Security

Security best practices and policies

Additional Resources

GitHub Repository

View source code, report issues, and contribute

Changelog

See what's new in each version

Production Ready Summary

Complete production readiness documentation

Need Help?

Contact our support team for assistance

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