Questrade MCP Server

Questrade MCP Server is an MCP server that connects Claude and other Model Context Protocol clients to the Questrade trading API. Designed for investors, retail traders, and developers using Questrade brokerage accounts, it enables AI assistants to inspect account details and perform market research directly within chat interfaces. The server provides tools to retrieve account listings, current equity positions, cash balances, and past order history. Additionally, it offers market data capabilities such as prefix-based symbol search, detailed ticker specifications, real-time market quotes, and historical price candles. The server also includes preconfigured prompts for generating portfolio summaries, analyzing individual stocks, and evaluating trading opportunities based on specified risk preferences. OAuth 2.0 authentication is handled with automatic token refresh, caching renewed tokens to local disk storage to maintain persistent connectivity without manual reauthorization for each request.

Category: Data & Analytics

Tags: investing, portfolio, questrade, stocks, trading

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How to install and configure Questrade MCP Server

1. Generate a manual authorization refresh token through your Questrade account under API centre. 2. Open your Claude Desktop configuration file (claude_desktop_config.json). 3. Add the questrade server configuration under the mcpServers object: json { "mcpServers": { "questrade": { "command": "npx", "args": ["questrade-mcp-server"], "env": { "QUESTRADE_REFRESH_TOKEN": "your_refresh_token_here" } } } } 4. Replace your_refresh_token_here with your generated Questrade refresh token. 5. Restart Claude Desktop and ask Claude to display your accounts to test the connection.

What you can do with Questrade MCP Server

• Review account balances, open positions, and historical trade orders across multiple Questrade accounts using plain text queries. - Fetch real-time market quotes and historical candlestick price data for specific stock symbols to support market analysis. - Run the built-in portfolio_summary prompt to calculate overall portfolio performance and identify current allocation distributions. - Evaluate specific equities using the stock_analysis prompt to view key symbol statistics and recent performance indicators. - Discover potential trades using the trading_opportunities prompt calibrated to conservative, moderate, or aggressive risk tolerances.

Key facts

• https://github.com/zachmelin/QuestradeMCP
• Data & Analytics, Finance, Crypto & Payments
• investing, portfolio, questrade, stocks, trading

Part of MCP Servers

What can Questrade MCP Server do?

Questrade MCP Server allows an AI client to access your Questrade accounts, monitor real-time cash balances and open positions, inspect order histories, search for market symbols, retrieve live quotes, and pull historical candle data for market analysis.

How do I install Questrade MCP Server?

You can install it globally via npm using the command npm install -g questrade-mcp-server, or run it directly in your MCP client configuration using npx questrade-mcp-server alongside your Questrade refresh token environment variable.

Which MCP clients work with Questrade MCP Server?

The server works with any Model Context Protocol compliant client, including Claude Desktop on Windows, macOS, and Linux, as well as local development environments utilizing standard MCP stdio communication.

Is Questrade MCP Server open source?

Yes, Questrade MCP Server is an open-source project published under the MIT license, with the full source code hosted on GitHub.

How does token management work with Questrade MCP Server?

The server uses your initial Questrade refresh token to obtain an API access token. Because refresh tokens are single-use, the server automatically saves renewed tokens to a local storage file to maintain persistent access across sessions.