Questrade MCP Server

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.

Features and capabilities supported by this server

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_balancesC	Get balances for a specific account
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

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

Contextual data attached and managed by the client

Name	Description
No resources

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