Relayer sits between your code and Interactive Brokers — managing the gateway connection, handling reconnects, and giving you HTTP endpoints for orders, quotes, positions and options. No TWS socket code. No gateway babysitting.
Managed gateway · HMAC-signed webhooks · Immutable audit log
Add Relayer as a connector in Claude, sign in with OAuth, and work your IBKR account in plain language — positions, quotes, option chains, orders, fills, and a cryptographic audit log. Grant read-only access or full trading; every order needs an explicit confirmation.
{ "symbol": "AAPL", "action": "BUY", "quantity": 100, "order_type": "MKT", "tif": "DAY" }
{ "order_id": "ord_8f3a2c91", "status": "submitted", "symbol": "AAPL", "action": "BUY", "qty": 100, "avg_fill": null, "ts": "2026-07-02T14:22Z" }
The TWS wire protocol is complex, stateful, and unforgiving. Relayer owns that layer entirely — you get clean HTTP, HMAC-signed webhooks, and a durable audit log.
Dedicated pod per customer — IB Gateway + Go sidecar — with auto-reconnect, position recovery, and staleness guards on cached prices.
Place, cancel and batch orders. Stream or snapshot quotes. Option chains, positions, account data — all via idiomatic HTTP.
Real-time trade events pushed to your endpoint — durable Redis queue, automatic retries, no missed fills.
Every request and fill written to a hash-chained PostgreSQL log. Cryptographically tamper-evident and queryable.
Entry and Pro tiers gate API call rates server-side, enforced in Redis per-customer. No client-side throttling needed.
Each customer is a separate Kubernetes pod. Auth via API keys, traffic proxied through the control plane.
Every call is scoped by the token you grant. Reads are always on; order tools require a full-scope token and an explicit per-order confirmation the server enforces — a read-only token returns 403 on any write, whatever a prompt says. Every call lands in a tamper-evident audit log.
data_age_msconfirm# Claude → Settings → Connectors → Add custom connector # Paste the Relayer MCP server URL: https://relayer.conformal.io/v1/mcp # Claude discovers Relayer's OAuth automatically, then: 1. Click Connect → sign in to Relayer 2. Choose read-only or full access for this workspace 3. Ask away — no config file, no pasted key
403 on any write endpoint regardless of what a prompt instructs, and order placement always requires an explicit confirmation the model cannot fabricate.
Prefer a local stdio server? Build the relayer-mcp binary and run it with a scoped key from your dashboard — same tools, spawned by your desktop client.
Letting a model act on a live brokerage account is only reasonable if the account, not the prompt, sets the rules. Every limit below is enforced server-side — the model never sees a way around them.
You choose read-only or full access at connect time. A read-only token returns 403 on every write endpoint, and any token is revocable from Dashboard → Connected apps.
Order tools refuse without an explicit confirm the agent must set only after relaying the full order to you. It cannot be fabricated from a prompt.
Per-plan ceilings enforced atomically in Redis: Entry 120 orders + 600 reads / min, Pro 600 + 3,000. A daily order quota (10k / 100k) caps orders placed, not just requests.
Every request and fill — reads included — is written to a hash-chained PostgreSQL log. Cryptographically verifiable and queryable by the agent itself.
Each account runs in its own Kubernetes pod with a dedicated IB Gateway. Credentials and sessions never cross tenants; traffic is proxied through the control plane.
De-risking is never gated. Cancel tools require no confirm and are exempt from the live-billing check — a delinquent or paused account can always flatten.
Register, choose a plan, and get your API key. No credit card required for the 14-day trial.
Enter your IB Gateway credentials. Relayer provisions your pod and verifies auth — typically under 60 seconds.
POST to /v1/orders, GET from /v1/quotes. Receive fills via webhook or poll the audit log. Ship your strategy, not the plumbing.
Add Relayer as a connector in Claude, sign in, and choose read-only or full access — no config file, no pasted key. Claude immediately has access to your positions, quotes and option chains, and, with full access, order placement.
Register in minutes. Your IBKR gateway pod is provisioned automatically — live API key, verified connection, ready to trade.
Connect Relayer via OAuth and ask Claude about your positions — or let it place orders with full access. No config file, zero setup.