Use ChatGPT with Interactive Brokers
BankSync's MCP server can let ChatGPT query supported Interactive Brokers account data that you have connected through BankSync and authorized for API access. Query your finances in natural language without spreadsheets or exports.
BankSync is not affiliated with, endorsed by, sponsored by, or partnered with Interactive Brokers or ChatGPT. Names are used only to describe potential account-data coverage and client compatibility.
How to connect ChatGPT to Interactive Brokers
one key, every agent
Search for Interactive Brokers in BankSync
Sign up for BankSync and, if Interactive Brokers is available, link your account through a provider-hosted or bank-hosted authorization flow.
Generate an API key
Create an API key from the Developers section of your BankSync workspace.
Configure ChatGPT
Add the BankSync MCP server to ChatGPT using your API key. Follow our ChatGPT setup guide for step-by-step instructions.
Start querying
Ask ChatGPT about supported Interactive Brokers transactions, balances, and more using natural language.
ChatGPT MCP Configuration
Add this configuration to let ChatGPT query supported Interactive Brokers account data through BankSync.
{
"mcpServers": {
"banksync": {
"url": "https://mcp.banksync.io",
"headers": {
"X-API-Key": "bsk_your_key_here"
}
}
}
}What ChatGPT can access from Interactive Brokers
Accounts
List the Interactive Brokers accounts connected through BankSync and visible to the API key scopes you grant.
Balances
Get current and available balances for supported Interactive Brokers accounts.
Holdings
View supported investment positions, quantities, and market values from Interactive Brokers.
Trades
Access supported investment trade and activity history from Interactive Brokers.
Orders
Access supported open and pending investment orders from Interactive Brokers.
Ready to connect ChatGPT to Interactive Brokers?
Start your 14-day free trial. Connect your bank, generate an API key, and start querying data in minutes.
BankSync is not affiliated with, endorsed by, or an official partner of ChatGPT or Interactive Brokers. All product names and trademarks are the property of their respective owners. Bank connections are established through regulated open banking providers.