get_accounts
Get all Questrade accounts
LABSCO SUMMARY
Orders can be read and not placed, so the worst a bad call produces here is a wrong number rather than a wrong trade.
get_orders lists and filters by state, and there is no tool anywhere in the set that creates, amends or cancels one. get_balances is the tool worth reading before you use its output: it returns an object keyed by currency in native denominations and says to report them separately, which is exactly where a model would otherwise add CAD and USD into one figure. Access runs on a refresh token, and refreshing is an explicit tool rather than something that happens quietly in the background.
What it is
A read-only Questrade client covering accounts, positions, balances and orders on one side, and symbol lookup, quotes and historical candles on the other.
What you get
- get_accounts for every account on the login, with get_positions and get_balances per accountNumber.
- Balances returned keyed by currency, each in its native denomination — CAD holdings in CAD, USD holdings in USD — with the instruction to report them separately and apply an exchange rate for a combined total.
- get_orders for one account over a startTime and endTime window with a stateFilter.
- Symbols: search_symbols by prefix with an offset, and get_symbol for one symbolId's detail.
- Market data: get_quotes for a set of symbolIds, and get_candles for a symbol over a start and end time at a chosen interval.
- refresh_token, which refreshes the API access token.
Requirements
QUESTRADE_REFRESH_TOKEN, and the Questrade account it belongs to.
Setup effort
One command plus credentials — npm install -g questrade-mcp-server, then supply credentials
USE CASES
01
Working out what an account actually holds
Positions and balances are per account, and the balances come back keyed by currency in their own denominations — so a total across CAD and USD is a conversion you make deliberately rather than a number handed to you.
02
Checking what a symbol is doing before you decide
A prefix search resolves the symbolId, the detail call fills in what the instrument is, and quotes and candles answer the price question at whatever interval the decision needs.
03
Reconstructing what was traded over a period
Orders are filtered by state over an explicit start and end time, so a review covers what was filled, cancelled or left open rather than only the current book.
9 tools
Counted once with only startup setup. Other versions, modes or optional credentials may expose a different list.
get_balances
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_candles
Get historical candle data for a symbol
get_orders
Get orders for a specific account
get_positions
Get positions for a specific account
get_quotes
Get market quotes for specific symbols
get_symbol
Get detailed information for a specific symbol
refresh_token
Refresh the API access token
search_symbols
Search for symbols by prefix
BEFORE YOU INSTALL
What to know first
Tools you get
9 tools when we connected. No tool places, amends or cancels orders; eight read data, and refresh_token rotates your access token.
Requires
- npx on PATH
- QUESTRADE_REFRESH_TOKEN in your environment
Where it runs
Both documented setups run the server on your machine.
CONTEXT COST
Light Standing cost
Rated by the size of the 9 tool definitions that ride along on every turn, not by how many there are
INSTALLATION
Connect your client
Server setup
TERMINAL
npm install -g questrade-mcp-serverMCP Clients
Claude Desktop
CLAUDE DESKTOP · JSON
{
"mcpServers": {
"questrade": {
"command": "npx",
"args": [
"questrade-mcp-server"
],
"env": {
"QUESTRADE_REFRESH_TOKEN": "<YOUR_QUESTRADE_REFRESH_TOKEN>"
}
}
}
}Claude Desktop — local build
CLAUDE DESKTOP — LOCAL BUILD · JSON
{
"mcpServers": {
"questrade": {
"command": "node",
"args": [
"<YOUR_PATH_TO_PROJECT>/dist/index.js"
],
"env": {
"QUESTRADE_REFRESH_TOKEN": "<YOUR_QUESTRADE_REFRESH_TOKEN>"
}
}
}
}
