Questrade
Connect Claude to your Questrade brokerage account to check your portfolio, get real-time market data, and explore trades.
Add to Claude (opens in new tab)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.
Tools
- 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
Only use connectors from developers you trust. Anthropic does not control which tools developers make available and cannot verify that they will work as intended or that they won’t change.
Related connectors
Inspect autonomous payments before execution and independently verify evidence afterward.
Explore your financial data through conversation
(Beta) Categorize bank transactions, reconcile accounts, send invoices, and run reports with Quickbooks in Claude.
Payment processing and financial infrastructure tools
Connect Claude to NetSuite data for analysis & insights
Finance answers, where you are