Connect securely
Your login credentials stay private. Connected AI agents are automatically in read-only mode, and every trade requires your approval.
Prompt your way
There's only one right way to utilize MCP—yours. Ask it to perform tasks and leave the hard work up to the AI.
Collaborate with context
Do more than just research. Get an honest overview of your holdings, find your next¹ trade, build a Custom Index, and more.
Connecting your account to AI doesn't mean losing control. With Questrade MCP, you decide what an agent sees and does.
No trades happen without your approval
The AI can draft orders, but you review and approve them. Every time.
Every move starts with your ideas
MCP draws from your real holdings and history, so any information or suggestions are made with your account, habits, and intentions in mind.
Use your connected AI as a trading assistant for everything at Questrade, including options, Flows, and Custom Indexing.
Just like your financial strategy, the AI you use is completely up to you.
Copy this URL
https://mcp.questrade.com/v1/brokerage/mcp
Open your terminal
Run claude add mcp https://mcp.questrade.com/v1/brokerage/mcp
Grant permission
Run /mcp, click on the Questrade connector, sign into Questrade and authorize access
Step into a new era of trading
Is it safe to connect my Questrade account to an AI assistant?
Yes. You sign in through Questrade’s official login page, so your AI agent never sees your password. Connections are read-only by default, and no trade can execute without your approval.
How do I approve a trade drafted by my AI agent?
When your agent builds an order preview, Questrade sends a Push Approval notification directly to your device via the Questrade app. Simply tap the notification, review the details, and select Approve to submit the trade to the market, or Decline to cancel it.
What is Push Approval?
Push Approval is a security feature built in the Questrade app (version 2.0.0 or higher). It replaces manual two-factor codes with instant notifications on your device, letting you verify trade requests and account actions with one tap. Push notifications must be turned on to use this feature.
Can my AI agent place or change trades automatically without me?
No. AI agents cannot place, modify, or cancel orders independently. Every trade requires your Push Approval. If you decline or ignore the notification, the request is cancelled immediately.
What tasks can my AI agent perform once connected?
Your agent can summarize portfolio balances, research market quotes and option chains, build Custom Indices, and draft trade order previews for your review.