Questrade (Claude)

Unverified

Connect Claude to your Questrade brokerage account to check your portfolio, get real-time market data, and explore trades.

About Questrade (Claude) MCP Server

The Questrade MCP server gives Claude a natural-language interface to your Questrade brokerage account. Read your portfolio, get live market data, and discuss potential trades, all through conversation.

Features

Tools
Getting Started

Open the Claude listing: https://claude.com/marketplace/connectors/questrade. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://mcp.questrade.com/v1/brokerage/mcp. Sign-in: Required. Publisher documentation: https://www.questrade.com/learning/using-questrade/connect-questrade-to-your-ai-tool. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.

Tools (33)
Functions this server exposes to AI clients

create_custom_index

create_flow

create_option_instruction

create_order_instruction

create_watchlist

edit_custom_index

edit_watchlist

get_account_activities

get_balance_sheet

get_balance_sheet_account

get_balances

get_custom_index

get_flow

get_flow_history

get_historical_data

get_instruction

get_option_chain

get_option_expiries

get_order_history

get_portfolio

get_positions

get_quotes

get_watchlist

list_accounts

list_custom_indexes

list_flows

list_instructions

list_watchlists

preview_custom_index

preview_flow

preview_option_instruction

search_symbols

update_flow_status

Compatible With
Claude
Claude Code
Claude Desktop