Questrade MCP Server

Option 1: Install from npm (Recommended)

Configure your Questrade API credentials in.env:

QUESTRADE_API_URL=https://api01.iq.questrade.com QUESTRADE_REFRESH_TOKEN=your_refresh_token_here # QUESTRADE_TOKEN_DIR=/path/to/custom/directory

For detailed information about Questrade's API authorization, see theofficial API documentation.
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Log in to yourQuestrade accountor navigate directly tohttps://apphub.questrade.com/UI/UserApps.aspx

QUESTRADE_REFRESH_TOKEN=your_refresh_token_here

{ "mcpServers": { "questrade": { "command": "npx", "args": ["questrade-mcp-server"], "env": { "QUESTRADE_REFRESH_TOKEN": "your_refresh_token_here" } } } }

{ "mcpServers": { "questrade": { "command": "node", "args": ["/path/to/your/project/dist/index.js"], "env": { "QUESTRADE_REFRESH_TOKEN": "your_refresh_token_here" } } } }

If using local build, update the pathto match your actual project location

Test the connectionby asking Claude to show your Questrade accounts

For detailed setup instructions, seeclaude-desktop-config.md.

- get_accounts- Get all Questrade accounts
- get_positions- Get positions for a specific account
- get_balances- Get balances for a specific account
- get_orders- Get order history for an account

- search_symbols- Search for symbols by prefix
- get_symbol- Get detailed symbol information
- get_quotes- Get real-time quotes for symbols
- get_candles- Get historical price data

- refresh_token- Refresh the API access token

The MCP server includes helpful prompts for common trading analysis tasks:

- Get a comprehensive portfolio analysis with account balances, positions, and performance
- Optional: SpecifyaccountNumber(uses first account if not provided)

- Analyze a specific stock with current quotes, symbol information, and recent performance
- Required:symbol(e.g., "AAPL", "TSLA", "MSFT")

- Identify potential trading opportunities based on current positions and market data
- Optional:accountNumber(uses first account if not provided)
- Optional:riskLevel("conservative", "moderate", or "aggressive")

- "Use the portfolio_summary prompt to analyze my trading account"
- "Analyze AAPL stock using the stock_analysis prompt"
- "Show me trading opportunities with conservative risk level"

{ "name": "get_accounts" }

{ "name": "get_positions", "arguments": { "accountNumber": "12345678" } }

{ "name": "search_symbols", "arguments": { "prefix": "AAPL", "offset": 0 } }

{ "name": "get_quotes", "arguments": { "symbolIds": [8049, 9291] } }

The server uses environment variables for configuration:

- QUESTRADE_API_URL: Base URL for Questrade API (default:[https://api01.iq.questrade.com)
- QUESTRADE_REFRESH_TOKEN: Your API refresh token
- QUESTRADE_TOKEN_DIR: Custom directory for token storage (default:~/.questrade-mcp)

The server includes comprehensive error handling for:

- Invalid or expired tokens (automatic refresh)
- Missing required parameters
- API rate limits and network errors
- Invalid account numbers or symbol IDs

- Never commit your.envfile to version control
- Access tokens expire after 7 days
- Refresh tokens are automatically used to get new access tokens
- This is an unofficial tool - ensure you comply with Questrade's API terms of service
- Always verify trading decisions independently before executing trades

src/ ├── index.ts # Main MCP server implementation ├── questrade-client.ts # Questrade API client └── types.ts # TypeScript type definitions

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