| name | questrade-order-draft |
| description | Draft an equity or options order in Questrade via MCP and request Human-in-the-Loop (HITL) mobile push approval. |
| argument-hint | [--ticker TICKER --action BUY|SELL --shares SHARES --price PRICE --account TFSA|RRSP|Cash] |
| allowed-tools | Bash, Read, Write |
Questrade Order Draft & HITL Push Approval Skill
Purpose
Enforces Rule #17 (No Autonomous Execution) by formatting structured trade drafts using Questrade MCP tools Preview Order Instruction and Create Order Instruction.
Prerequisites & Pre-Flight Check
- Verify Questrade MCP session is active via
List Accounts.
- If unauthenticated, prompt user to run
/questrade:questrade-setup (/mcp -> questrade -> Log in).
Schema Reference
See references/questrade-tool-schemas.md for the exact preview_order_instruction/create_order_instruction param names, the mobile-push-only approval behavior and its confirmed recovery path, the Day/GTC default (pitfall #22), and the success response shape ({"status":"placed","orderId":...}).
Skill-Specific Behavior
- Account Selection: If
--account (e.g. TFSA, RRSP, or specific account number) is provided, target that account directly. If not specified, or the ticker is already held in more than one account (common: TFSA + RRSP mirror positions), ask the user explicitly which account before previewing — don't guess. Show existing holdings per account (via get_positions) as context.
- Always preview before create:
preview_order_instruction is side-effect-free and desktop-safe — always call it and show the user the economics table before touching create_order_instruction, which is a real, phone-approved trade action.
Workflow
- Resolve Account: Identify target account (ask explicitly if ambiguous — see above).
- Staging & Economics Preview:
- Call
preview_order_instruction(accountId, instrument, qty, side, type, limitPrice?, stopPrice?, duration?).
- Display economics table (Commission, Trade Value, New Buying Power, Errors).
- Draft Order Confirmation:
- Prompt user to confirm sending the draft to their phone — this is a real trade action, always confirm explicitly first.
- On confirmation, call
create_order_instruction(operation:"create", accountId, instrument, qty, side, type, limitPrice?, stopPrice?, duration?).
- On mobile-device error: instruct the user to open the app / enroll a trusted device, then retry the identical call once they confirm.
- Execution Gate: On
{"status":"placed","orderId":...}, confirm the order is live, report the orderId, and explicitly flag Day-vs-GTC duration.
Continuous Self-Evolution Policy
Per .agent/rules/self-evolution-policy.md:
Whenever actual MCP tool schema responses reveal unexpected parameter names, response fields, or missing attributes during live execution, agents MUST immediately refine this SKILL.md to document the exact parameter shapes and optimize subsequent agent executions.
