Questrade FAQs

Question 1

What are the prerequisites to use Questrade MCP Server?

Accepted Answer

You need Deno v2+, a Questrade account with API access enabled, and a refresh token obtained from the Questrade API hub.

Question 2

What is the Questrade MCP Server?

Accepted Answer

It's a Deno-based Model Context Protocol (MCP) server that provides an optimized interface to the Questrade personal trading API, designed for efficient data access by AI agents and developers.

Question 3

How does it optimize data access for AI agents?

Accepted Answer

It's designed with outcome-oriented tools that orchestrate multiple internal API calls to provide complete answers in a single request. This minimizes agent round-trips and reduces context window usage, making interactions more efficient.

Question 4

Is the Questrade MCP Server read-only?

Accepted Answer

Yes, currently the server is read-only, allowing you to retrieve various trading data but not to place or cancel orders. Trading functionalities are implemented but commented out.

Question 5

What Questrade data can I access through this server?

Accepted Answer

You can access comprehensive data including full portfolio overviews (accounts, positions, balances), live market quotes, historical OHLCV data, detailed option chains, order history, and combined account activity timelines.

Questrade

Key Features

Use Cases

Questrade

Key Features

Use Cases