Koskamo

IBI Portfolio MCP

A read-only MCP server for IBI (Israel Brokerage & Investments) that allows AI apps like Claude, ChatGPT, and Cursor to read portfolio data including positions, cash, profit/loss, and recent account activity. It operates locally, keeping passwords in the OS secure vault and never sending credentials to the AI.

Package and access

Local package with source-attributed installation metadata. Koskamo does not execute packages during review.

IBI Portfolio MCP logo, by kobimantzurCommunity listingLocal stdioSource reviewed; not executedPublished by kobimantzur
Vendor documentation

What you can do with it

  • Ask AI about current portfolio status
  • Check positions and cash balance
  • Review profit/loss metrics
  • View recent account activity

Source and maintenance

Community listingRegistry 0.1.1
mcp-registry: io.github.kobimantzur/ibi-portfolio-mcp@0.1.1Source repository
Maintenance checked

Packages and installation

Source-provided package data. Koskamo has not executed or live-probed this package.

ibi-portfolio-mcp 0.1.1

pypi
ibi-portfolio-mcp package definition
{
  "version": "0.1.1",
  "transport": "stdio",
  "identifier": "ibi-portfolio-mcp",
  "registryType": "pypi"
}

Tools

Reported by the attributed source; not independently observed by Koskamo.

No tool definitions available.

Connect from your client

Each snippet configures the same source-provided package; replace placeholders before use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Cursor

Merge this local stdio configuration, replace every placeholder environment value, and restart Cursor. Koskamo has not executed this package.
Cursor configuration
{
  "mcpServers": {
    "ibi-portfolio-mcp": {
      "command": "uvx",
      "args": [
        "ibi-portfolio-mcp==0.1.1"
      ]
    }
  }
}

Cline

Merge this local stdio configuration, replace every placeholder environment value, and restart Cline. Koskamo has not executed this package.
Cline configuration
{
  "mcpServers": {
    "ibi-portfolio-mcp": {
      "command": "uvx",
      "args": [
        "ibi-portfolio-mcp==0.1.1"
      ]
    }
  }
}

VS Code

Merge this local stdio configuration, replace every placeholder environment value, and restart VS Code. Koskamo has not executed this package.
VS Code configuration
{
  "servers": {
    "ibi-portfolio-mcp": {
      "type": "stdio",
      "command": "uvx",
      "args": [
        "ibi-portfolio-mcp==0.1.1"
      ]
    }
  }
}

Claude Desktop

Merge this local stdio configuration, replace every placeholder environment value, and restart Claude Desktop. Koskamo has not executed this package.
Claude Desktop configuration
{
  "mcpServers": {
    "ibi-portfolio-mcp": {
      "command": "uvx",
      "args": [
        "ibi-portfolio-mcp==0.1.1"
      ]
    }
  }
}

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