zachmelin/questrademcp

开发工具

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Repository Install

Unofficial Questrade MCP server - access your trading accounts and market data in AI conversations.

概览

An Model Context Protocol (MCP) server for integrating with the Questrade API, providing access to trading accounts, market data, and portfolio information. : This is an unofficial, community-built integration and is not affiliated with, endorsed by, or supported by Questrade Inc. Use at your own risk. - 🔐 : OAuth 2.0 token management with automatic refresh - 📊 : Access accounts, positions, balances, and order history - 📈 : Real-time quotes, symbol search, and historical candles - 🛡️ : Comprehensive error handling and logging - 🔧 : Full TypeScript support with proper type definitions 1. Clone this repository 2. Install dependencies: 4. Configure your Questrade API credentials in .env: For detailed information about Questrade's API authorization, see the official API documentation. 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 from the drop-down menu under your login name 3.

README

以下为原文 README 节选，完整内容请查看原文。

Questrade MCP Server

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

Clone this repository
Install dependencies:
```
npm install
```
Copy the environment template:
```
cp .env.example .env
```

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

Log in to your Questrade account or navigate directly to https://apphub.questrade.com/UI/UserApps.aspx
In the top right corner, select “API centre” from the drop-down menu under your login name
Click “Activate API” and agree to the API access agreement
Click “Generate new token” for manual authorization
Copy the refresh token provided

Step 2: Configure Environment

Copy your refresh token to .env:

QUESTRADE_REFRESH_TOKEN=your_refresh_token_here

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)

在 GitHub 查看完整 README

安装

npx questrade-mcp-server

新手？先看 mcpskill.org 教程 →

配置

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