Claude Task Master vs IBKR Portfolio Builder | AllMCPs
Side-by-Side Model Context Protocol Comparison
Claude Task Master vs IBKR Portfolio Builder
In-depth architectural comparison of the Claude Task Master and IBKR Portfolio Builder MCP servers. Compare execution transports, security boundaries, tool capabilities, quality scores, and ready-to-paste client installation snippets for Claude, Cursor, Windsurf, and VS Code.
At a Glance & Executive Verdict
Claude Task Master
Developer Tools · Local stdio
Quality: 61/100 (Good) | Auth: API Key required
IBKR Portfolio Builder
Developer Tools · Remote HTTP/SSE
Quality: 51/100 (Good) | Auth: No auth required
Verdict Summary: Choose Claude Task Master if you need specialized Developer Tools tools running via a local process. Choose IBKR Portfolio Builder if your workspace requires Developer Tools integration with remote web transport. Both servers can be configured concurrently in your client's mcpServers manifest.
Which MCP Server Should You Choose?
Choose Claude Task Master when:
You need dedicated capabilities in the Developer Tools domain.
You prefer local stdio subprocess transport architecture.
Your security boundary fits: API Key required (BYOK (Pay Provider Direct)).
You have access to required keys: ANTHROPIC_API_KEY, OPENAI_API_KEY, GOOGLE_API_KEY, PERPLEXITY_API_KEY, XAI_API_KEY, OPENROUTER_API_KEY, MISTRAL_API_KEY, TASK_MASTER_TOOLS.
AI-powered task management system for AI-driven development. Features PRD parsing, task expansion, multi-provider support (Claude, OpenAI, Gemini, Perplexity, xAI), and selective tool loading for optimized context usage.
Claude Task Master is categorized under Developer Tools and uses a local stdio subprocess. In contrast, IBKR Portfolio Builder belongs to Developer Tools using remote streaming HTTP/SSE transport. Select Claude Task Master when you need capabilities focused on developer tools and IBKR Portfolio Builder when you require tools for developer tools.
Open positions across managed accounts, with quantity / avg cost / mark-to-market / unrealized PnL.
ib_open_orders
Currently working orders with status, filled / remaining quantity, average fill price.
ib_trades
Recent executed fills (`days_back` window, IBKR caps history ~7 days).
ib_price_snapshot
Current bid / ask / last / high / low / volume for a US stock. Surfaces IBKR market-data restriction messages clearly.
ib_price_history
OHLCV bars for any duration / bar size (`1 day`, `1 hour`, `5 mins`, ...). Always works regardless of market-data subscription.
ib_search_contracts
Fuzzy-search IBKR's contract database by name / partial ticker.
ib_contract_details
Full contract metadata — `long_name`, `industry`, `category`, `subcategory`, trading hours, valid exchanges. **The hook for sector-aware top-down screening.
ib_scan_catalog
The typed scan catalog. Filter by `category`, `strategy`, `instrument`, free-text `query`; optionally return the full list of available categories + strategies via `list_meta=true`.
ib_filter_catalog
Filter parameter codes grouped by category (`price`, `volume`, `market_cap`, `fundamentals`, `technical`, `options`), with an instrument applicability note.
ib_screener_codes
Substring search over the raw `scan-parameters.xml` codes (legacy / fallback). Useful for newer vendor codes not yet in the curated catalog.
ib_screener
Run an IBKR scan — pass `scan_code`, `instrument`, `location`, optional price / volume filters. Returns rank + ticker + exchange.