Schwab MCP Server

Name: Schwab MCP Server
Author: sudowealth

@sudowealth

关于 Schwab MCP Server

Schwab MCP server that enables AI assistants like Claude to retrieve and interact with your Schwab accounts and Schwab market data.

#schwab-mcp #ai-assistant #financial-data

基本信息

分类

其他

运行时

node

传输方式

stdio

发布者

sudowealth

配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "schwab-mcp": {
      "command": "npx",
      "args": [
        "wrangler",
        "login"
      ]
    }
  }
}

工具

未检测到工具

工具是从 README 中自动提取的。维护者可以在 ## Tools 标题下列出工具,即可填充这部分内容。

概览

What is Schwab MCP Server?

A Model Context Protocol (MCP) server that enables AI assistants to securely interact with Charles Schwab accounts and market data through the official Schwab API. It is an unofficial, community-developed TypeScript server not endorsed by Schwab.

How to use Schwab MCP Server?

Clone the repository, install dependencies, authenticate with Cloudflare, create a KV namespace, set the required secrets (e.g., SCHWAB_CLIENT_ID), and deploy. Then configure Claude Desktop by adding the SSE endpoint URL as a custom integration or by using npx mcp-remote with the URL.

Key features of Schwab MCP Server

OAuth 2.0 authentication with PKCE for security
Account management with positions and balances
Order management (get, cancel, place, replace)
Real-time quotes and price history
Options chains with Greeks and expiration data
Market hours, movers, and instrument search
Automatic account identifier scrubbing for privacy

Use cases of Schwab MCP Server

Ask an AI assistant for account balances and positions
Request real-time quotes for multiple symbols (e.g., AAPL, GOOGL)
Get today’s top market movers for indices like $SPX
Retrieve transaction history with date filtering
Search for securities or ETFs related to a specific topic

FAQ from Schwab MCP Server

Is this an official Charles Schwab product?

No, it is an unofficial, community-developed MCP server. It has not been approved, endorsed, or certified by Charles Schwab. Use at your own risk.

What are the runtime requirements?

Node.js 22.x or higher, a Cloudflare account (paid plan for Durable Objects), Wrangler CLI, and a Schwab Developer account with a registered app. A KV namespace is also needed for OAuth token storage.

Where is my data stored?

OAuth tokens are stored in Cloudflare KV with 31‑day TTL. Session state uses Durable Objects. Schwab API responses are delivered on demand and not persisted by the server.

What are the known limitations?

Order management (cancel, place, replace) is marked as experimental. Durable Objects require a paid Cloudflare Workers plan. The server may be incomplete or unstable. No official support from Schwab.

What transport protocol does it use?

The server communicates via Server‑Sent Events (SSE). Authentication uses OAuth 2.0 with PKCE, with a browser flow for initial authorization.

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