Questrade Mcp Server

npm version Release

An unofficial Model Context Protocol (MCP) server for integrating with the Questrade API, providing access to trading accounts, market data, and portfolio information.

⚠️ Disclaimer: This is an unofficial, community-built integration and is not affiliated with, endorsed by, or supported by Questrade Inc. Use at your own risk.

Features

• 🔐 Authentication: OAuth 2.0 token management with automatic refresh
• 📊 Account Data: Access accounts, positions, balances, and order history
• 📈 Market Data: Real-time quotes, symbol search, and historical candles
• 🛡️ Error Handling: Comprehensive error handling and logging
• 🔧 TypeScript: Full TypeScript support with proper type definitions

Installation

Option 1: Install from npm (Recommended)

npm install -g questrade-mcp-server

Option 2: Clone and Build

1. Clone this repository

2. Install dependencies:

   npm install
   

3. Copy the environment template:

   cp .env.example .env
   

4. Configure your Questrade API credentials in .env:

   QUESTRADE_API_URL=https://api01.iq.questrade.com
   QUESTRADE_REFRESH_TOKEN=your_refresh_token_here
   # QUESTRADE_TOKEN_DIR=/path/to/custom/directory
   

Getting Questrade API Credentials

For detailed information about Questrade's API authorization, see the official API documentation.

Step 1: Generate API Token

1. Log in to your Questrade account or navigate directly to https://apphub.questrade.com/UI/UserApps.aspx

2. In the top right corner, select "API centre" from the drop-down menu under your login name

   

3. Click "Activate API" and agree to the API access agreement

4. Click "Generate new token" for manual authorization

   

5. Copy the refresh token provided

   

Step 2: Configure Environment

1. Copy your refresh token to .env:

   QUESTRADE_REFRESH_TOKEN=your_refresh_token_here
   

2. The MCP server will automatically:

   • Use your refresh token to get an access token
   • Discover the correct API server URL
   • Handle token refresh when needed
   • Persist new tokens to ~/.questrade-mcp/tokens.json (or system temp directory as fallback)

Important: Refresh tokens are single-use only. The server will attempt to persist new refresh tokens to ~/.questrade-mcp/tokens.json (configurable via QUESTRADE_TOKEN_DIR environment variable), but if a token expires or gets used by another process, you'll need to manually generate a new one following the steps above.

Step 3: Test Your Setup

Verify your token works correctly:

npm run test-connection

Note: If you get a "'tsx' is not recognized" error, the test script will automatically build the project first and use Node.js instead.

Usage

Development

npm run dev

Production

npm run build
npm start

Adding to Claude Desktop

1. Find your Claude Desktop config file:

   • Windows: %APPDATA%\Claude\claude_desktop_config.json
   • macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
   • Linux: ~/.config/Claude/claude_desktop_config.json

2. Add the MCP server configuration:

   Quick setup (Recommended)

   {
     "mcpServers": {
       "questrade": {
         "command": "npx",
         "args": ["questrade-mcp-server"],
         "env": {
           "QUESTRADE_REFRESH_TOKEN": "your_refresh_token_here"
         }
       }
     }
   }
   

   Local development build

   {
     "mcpServers": {
       "questrade": {
         "command": "node",
         "args": ["/path/to/your/project/dist/index.js"],
         "env": {
           "QUESTRADE_REFRESH_TOKEN": "your_refresh_token_here"
         }
       }
     }
   }
   

3. If using local build, update the path to match your actual project location

4. Restart Claude Desktop

5. Test the connection by asking Claude to show your Questrade accounts

For detailed setup instructions, see claude-desktop-config.md.

Available Tools

Account Management

• get_accounts - Get all Questrade accounts
• get_positions - Get positions for a specific account
• get_balances - Get balances for a specific account
• get_orders - Get order history for an account

Market Data

• search_symbols - Search for symbols by prefix
• get_symbol - Get detailed symbol information
• get_quotes - Get real-time quotes for symbols
• get_candles - Get historical price data

Authentication

• refresh_token - Refresh the API access token

Built-in Prompts

The MCP server includes helpful prompts for common trading analysis tasks:

Portfolio Summary

Prompt: portfolio_summary

• Get a comprehensive portfolio analysis with account balances, positions, and performance
• Optional: Specify accountNumber (uses first account if not provided)

Stock Analysis

Prompt: stock_analysis

• Analyze a specific stock with current quotes, symbol information, and recent performance
• Required: symbol (e.g., "AAPL", "TSLA", "MSFT")

Trading Opportunities

Prompt: trading_opportunities

• Identify potential trading opportunities based on current positions and market data
• Optional: accountNumber (uses first account if not provided)
• Optional: riskLevel ("conservative", "moderate", or "aggressive")

Example Usage

Simply ask Claude:

• "Use the portfolio_summary prompt to analyze my trading account"
• "Analyze AAPL stock using the stock_analysis prompt"
• "Show me trading opportunities with conservative risk level"

Tool Examples

Get Accounts

{
  "name": "get_accounts"
}

Get Positions

{
  "name": "get_positions",
  "arguments": {
    "accountNumber": "12345678"
  }
}

Search Symbols

{
  "name": "search_symbols",
  "arguments": {
    "prefix": "AAPL",
    "offset": 0
  }
}

Get Quotes

{
  "name": "get_quotes",
  "arguments": {
    "symbolIds": [8049, 9291]
  }
}

Configuration

The server uses environment variables for configuration:

• QUESTRADE_API_URL: Base URL for Questrade API (default: https://api01.iq.questrade.com)
• QUESTRADE_REFRESH_TOKEN: Your API refresh token
• QUESTRADE_TOKEN_DIR: Custom directory for token storage (default: ~/.questrade-mcp)

Error Handling

The server includes comprehensive error handling for:

• Invalid or expired tokens (automatic refresh)
• Missing required parameters
• API rate limits and network errors
• Invalid account numbers or symbol IDs

Security Notes

• Never commit your .env file to version control
• Access tokens expire after 7 days
• Refresh tokens are automatically used to get new access tokens
• This is an unofficial tool - ensure you comply with Questrade's API terms of service
• Always verify trading decisions independently before executing trades

Development

Project Structure

src/
├── index.ts          # Main MCP server implementation
├── questrade-client.ts # Questrade API client
└── types.ts          # TypeScript type definitions

Building

npm run build

Cleaning

npm run clean

License

MIT