llms.txt - Questrade MCP - API Docs
Overview
Questrade developer documentation and the Questrade MCP (Model Context Protocol) server are available in machine-readable formats designed to support AI-assisted development. The docs follow the llms.txt standard, and the MCP server exposes Questrade account and market data directly to AI agents — so large language models can both reference API details and take live, authenticated actions on your behalf.
What is the Questrade MCP server?
The Questrade MCP server is a Model Context Protocol server that connects AI agents (Claude, Cursor, and others) to the Questrade API. Instead of copying data into a chat by hand, your AI agent can query your accounts and the market in natural language.
Only Claude and Claude code is supported at the moment. Support for Chatgpt, Cursor, and others is coming soon.
Capabilities:
OAuth 2.0 login through your existing Questrade credentials, with granular read vs. trade permissions
Account data — accounts, positions, balances, and order history
Market data — real-time quotes, symbol search, and historical candles
Trade execution — draft, change, and cancel orders, with a preview and a mandatory push notification to give your approval on every order
Push notification alerts require mobile app version 2.0+, so make sure you update your Questrade app!
Key Resources
Index file (llms.txt): https://developer.questrade.com/llms.txt (opens in a new tab)
MCP server URL: https://mcp.questrade.com/v1/brokerage/mcp (opens in a new tab)
Connecting the MCP Server
Every client connects to the same Questrade MCP server URL and signs you in through the standard Questrade login. When you add the server, your client opens the Questrade login in your browser. You sign in with your Questrade credentials, review the permissions the AI agent is requesting, and grant them. Your AI client never sees your password, and you can grant read-only access without granting trade permissions.
The server URL is: https://mcp.questrade.com/v1/brokerage/mcp (opens in a new tab)
Claude (web, desktop, or mobile)
Open Claude and go to Settings → Connectors.
Select Add custom connector.
Enter the Questrade MCP server URL.
Leave the client secret field blank under Advanced settings.
Select Connect, then sign in with your Questrade credentials and grant permissions.
Claude Code
Run the connection command in your terminal, then complete the Questrade login in your browser when prompted:
claude mcp add --transport http questrade https://mcp.questrade.com/v1/brokerage/mcp (opens in a new tab)
After you connect, ask your AI agent to list your accounts to confirm the connection is working.
Security & Disclaimer
Every order requires a preview and your explicit approval — the AI agent cannot place, change, or cancel an order without it.
Never paste your Questrade password into an AI chat. Authentication always happens through the standard Questrade login in your browser.
Troubleshooting: If claude is refusing to place an order for you, please try and turn on the "Tools already loaded" setting in Connectors -> Tool Access -> Tools already Loaded
IMPORTANT: When you connect a third-party AI agent to your account, its responses, analysis, orders, and custom indices come from that agent, not Questrade, and are not Questrade's advice or recommendation. You review and approve everything before it’s submitted, at your own discretion and risk.
