Schwab MCP Server
Schwab MCP server that enables AI assistants like Claude to retrieve and interact with your Schwab accounts and Schwab market data.
Overview
What is Schwab MCP Server?
The Schwab MCP Server is a Model Context Protocol (MCP) server that allows AI assistants like Claude to securely interact with Charles Schwab accounts and market data through the official Schwab API.
How to use Schwab MCP Server?
To use the Schwab MCP Server, set up the server by following the installation instructions, authenticate with your Schwab account, and integrate it with AI assistants like Claude to execute commands related to your Schwab accounts.
Key features of Schwab MCP Server?
- Secure OAuth Authentication for user accounts.
- Access to comprehensive trading tools including account management and order management.
- Real-time market data tools for quotes, price history, and market movers.
- Built-in account privacy features to protect sensitive information.
- Enterprise-ready deployment on Cloudflare Workers.
Use cases of Schwab MCP Server?
- Retrieve Schwab account balances and positions.
- Get real-time stock quotes and market movers.
- Manage orders and transactions through voice commands.
- Search for ETFs and check market hours.
FAQ from Schwab MCP Server?
- Is Schwab MCP Server officially endorsed by Charles Schwab?
No, it is an unofficial, community-developed server and is provided as-is.
- What are the prerequisites for using Schwab MCP Server?
You need a Schwab Developer Account, a Cloudflare account, Node.js, and the Wrangler CLI.
- How secure is the Schwab MCP Server?
It implements OAuth 2.0 with PKCE for secure authentication and has features to protect sensitive data.
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