Questrade MCP Server
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. |
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 | {} |
| prompts | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_accountsB | Get all Questrade accounts |
| get_positionsC | Get positions for a specific account |
| get_balancesA | Get balances for a specific account. Returns an object keyed by currency showing each currency's holdings in their native denomination — CAD holdings in CAD, USD holdings in USD. Report them separately. To compute a combined total, apply a CAD/USD exchange rate. |
| get_quotesC | Get market quotes for specific symbols |
| search_symbolsC | Search for symbols by prefix |
| get_symbolC | Get detailed information for a specific symbol |
| get_ordersC | Get orders for a specific account |
| get_candlesC | Get historical candle data for a symbol |
| refresh_tokenB | 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 | |
TDQS
Scored across 9 tools
Each tool targets a distinct aspect: accounts, balances, candles, orders, positions, quotes, symbol info, token refresh, and symbol search. No overlapping functionality.
7 of 9 tools use the 'get_' prefix, but 'refresh_token' and 'search_symbols' break the pattern. The naming is mostly consistent but has minor deviations.
9 tools is well-scoped for a trading data server, covering essential read operations without being overwhelming.
Covers core read operations (accounts, balances, orders, positions, quotes, candles, symbol info) and token management. Missing trade execution and order modification, but may be intentional for a read-only API.