questrade-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| QUESTRADE_TOKEN_FILE | No | Override the location of the credentials file. The file must contain QUESTRADE_REFRESH_TOKEN and QUESTRADE_API_SERVER. | ~/.config/questrade-mcp/credentials.env |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| qt_get_accountsA | Get all Questrade accounts |
| qt_get_positionsC | Get current positions for an account |
| qt_get_balancesC | Get account balances |
| qt_get_quotesA | Get read-only real-time quotes for one or more symbol IDs. |
| qt_get_ordersB | Get read-only orders for an account, optionally filtered by state and date range. |
| qt_lookup_symbolC | Search for a stock symbol ID |
| qt_get_candlesC | Get historical candle data with ASCII chart |
| qt_get_transactionsC | Get historical transactions/activities for an account |
| qt_compare_symbolsC | Compare performance of multiple symbols with normalized chart |
| qt_analyze_technicalsB | Calculate technical indicators (RSI, SMAs, VWAP, Bollinger Bands) for a given symbol over a timeframe. |
| qt_screen_watchlistC | Screen a list of symbols against technical criteria (e.g. maxRsi, mustBeAbove200Sma). |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 11 tools
Most tools target distinct resource types: accounts, positions, balances, quotes, orders, candles, transactions, and symbol lookup. The slight overlap is among compare_symbols, analyze_technicals, and screen_watchlist, but their descriptions differentiate normalized charting, indicator calculation, and criteria-based screening well enough.
Every tool uses the qt_ prefix and follows a clear verb_noun pattern, such as qt_get_accounts, qt_lookup_symbol, and qt_screen_watchlist. Although verbs vary beyond get, the convention is consistent and predictable across the entire set.
With 11 tools, the server is well-scoped for Questrade data retrieval and analysis. Each tool serves a distinct purpose, and the count is appropriate for covering account data, market data, historical candles, and technical screening without unnecessary bloat.
The toolset covers account information, positions, balances, orders, quotes, candles, transactions, symbol lookup, comparisons, and technical analysis. It appears intentionally read-only, so order placement/cancellation is absent, but for market data and analysis workflows the coverage is strong with only minor gaps.