Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| QUESTRADE_API_URL | No | Base URL for Questrade API (default: https://api01.iq.questrade.com) | https://api01.iq.questrade.com |
| QUESTRADE_TOKEN_DIR | No | Custom directory for token storage (default: ~/.questrade-mcp) | ~/.questrade-mcp |
| QUESTRADE_REFRESH_TOKEN | Yes | Your Questrade API refresh token. Refresh tokens are single-use only. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
| prompts | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_accounts | Get all Questrade accounts |
| get_positions | Get positions for a specific account |
| get_balances | Get balances for a specific account |
| get_quotes | Get market quotes for specific symbols |
| search_symbols | Search for symbols by prefix |
| get_symbol | Get detailed information for a specific symbol |
| get_orders | Get orders for a specific account |
| get_candles | Get historical candle data for a symbol |
| refresh_token | Refresh the API access token |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
| portfolio_summary | Get a comprehensive portfolio summary with account balances, positions, and performance |
| stock_analysis | Analyze a specific stock with current quotes, symbol information, and recent performance |
| trading_opportunities | Identify potential trading opportunities based on current positions and market data |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |