| name | questrade-setup |
| description | Diagnose and guide setup of the Questrade Brokerage MCP connection in Claude Code or other supported AI environments. |
| argument-hint | [command] |
| allowed-tools | Bash, Read, Write |
Questrade Multi-Agent Setup & Diagnostic Skill
Purpose
Configures and verifies the official Questrade Model Context Protocol (MCP) server across supported AI environments (Antigravity / Gemini, Cursor, VS Code Copilot, Codex CLI, and Claude Code).
🛠️ Universal Setup Across Environments
1. Antigravity IDE (AGY) / Standard MCP Config
This repository provides a top-level .mcp.json and plugins/questrade/.mcp.json:
{
"mcpServers": {
"questrade": {
"url": "https://mcp.questrade.com/v1/brokerage/mcp",
"transport": "http"
}
}
}
If your IDE supports MCP Server auto-discovery, it reads .mcp.json upon launch.
2. VS Code / GitHub Copilot Chat
- Open Command Palette:
Cmd+Shift+P (Mac) or Ctrl+Shift+P (Windows).
- Type
MCP: Add Server.
- Select
HTTP.
- Enter URL:
https://mcp.questrade.com/v1/brokerage/mcp.
- Name:
questrade.
- Complete browser sign-in.
3. Cursor
Settings -> Tools & Integrations -> MCP.- Select
New MCP Server.
- Name:
questrade, Type: sse/http, URL: https://mcp.questrade.com/v1/brokerage/mcp.
- Save and toggle On.
4. Codex CLI
codex mcp add questrade --url https://mcp.questrade.com/v1/brokerage/mcp
codex mcp login questrade
5. Claude Code (CLI)
Step A: Register Marketplace & Install Plugin
In your Claude Code terminal, run:
/plugin marketplace add richfrem/InvestmentToolkit
/plugin install questrade@investment-toolkit-plugins
Step B: Add MCP Server & Log In
claude mcp add --transport http questrade https://mcp.questrade.com/v1/brokerage/mcp
In Claude Code: /mcp -> questrade -> Log in to complete the browser OAuth handshake.
📱 Mandatory Prerequisite for Order Drafting: Mobile Push Approval
While account balances, positions, and market research are completely desktop-accessible, order drafting (Create Order Instruction) strictly requires mobile Push-to-Approve:
- Install App: Install QuestMobile or EdgeMobile on your smartphone.
- Enroll Device: Sign in on the app to register your phone as a trusted device under Security / Push Approvals.
- App State: Ensure the mobile app is active/unlocked on your phone when requesting order drafts from your AI agent to receive the instant push approval prompt.
- Desktop Fallback: If no mobile device is enrolled, orders will execute in Preview mode only (
Preview Order Instruction), displaying margin and commission economics without sending to the broker.
⚠️ Claude Code Permission Guidelines
When configuring .claude/settings.local.json or granting tool permissions in Claude Code v2.1.246+:
- Avoid Leading Wildcards: Use trailing wildcards only (e.g.
"Bash(awk *)" or "Bash(npm run *)"), never unescaped mid-command wildcards (e.g. avoid "Bash(awk '/regex.*pattern/' file)").
- Restart After Plugin Add: After installing the plugin, restart Claude Code (
/exit then claude) to load the newly registered /questrade:* slash commands.
