Schwab

by jkoelker

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About

The Schwab Model Context Protocol (MCP) Server connects your Schwab account to LLM-based applications (like Claude Desktop or other MCP clients), allowing them to retrieve market data, check account status, and (optionally) place orders under your supervision.

Details

Author: jkoelker
Repository: jkoelker/schwab-mcp
GitHub stars: 3
License: MIT License
Categories: Finance, Other, AI, Design, Developer Tools, Frontend, Knowledge Base, Infrastructure, Security

Market Data: Real-time quotes, price history, option chains, and market movers.
Account Management: View balances, positions, and transactions.
Trading: comprehensive support for equities and options, including complex strategies (OCO, Bracket).
Safety First: Critical actions (like trading) are gated behind a Discord approval workflow by default.

LLM Integration: Designed specifically for Agentic AI workflows.

Setting up with Highlight

This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:

Download and install Highlight from highlightai.com/download
Navigate to the plugins tab and select "Add Custom Plugin"
Configure the plugin with the settings below
Plugin Name Schwab

Command (node, npx, python, etc.) schwab-mcp
Arguments
- Argument 1 server
- Argument 2 --client-id
- Argument 3 YOUR_KEY
- Argument 4 --client-secret
- Argument 5 YOUR_SECRET
Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
Enable "Start Automatically" if you want the plugin to start when Highlight launches

Setting up with Cursor

Open Cursor's settings
Navigate to the MCP section
Click "Add new Global MCP server"
Copy and paste the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "/c",
                "schwab-mcp",
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": true,
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

Setting up with Claude Desktop

Open Claude Desktop's settings
Go to the Integrations tab
Click "Add MCP Server"
Use the configuration below based on your operating system

Note: Make sure Claude Desktop is running before attempting to connect.

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "/c",
                "schwab-mcp",
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": true,
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

Setting up with Windsurf

Open Windsurf's preferences
Go to the Integrations section
Click "Add MCP Integration"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "/c",
                "schwab-mcp",
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": true,
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

Setting up with Cline

Open Cline's settings
Navigate to the Integrations section
Click "Add MCP Server"
Copy and paste the configuration below based on your operating system

Note: Make sure to restart Cline after adding the configuration.

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "/c",
                "schwab-mcp",
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": true,
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

Setting up with Goose

Open Goose's preferences
Go to the Integrations tab
Select "MCP Servers"
Click "Add New Server"
Use the configuration below based on your operating system

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "/c",
                "schwab-mcp",
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": true,
            "command": "cmd"
        }
    }
}

JSON

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

From the repository

You can configure the server using CLI flags or Environment Variables.

| Flag | Env Variable | Description |
|------|--------------|-------------|
| --client-id | SCHWAB_CLIENT_ID | Required. Schwab App Key. |
| --client-secret | SCHWAB_CLIENT_SECRET | Required. Schwab App Secret. |
| --callback-url | SCHWAB_CALLBACK_URL | Redirect URL (default: https://127.0.0.1:8182). |
| --token-path | N/A | Path to save/load token (default: ~/.local/share/...). |
| --http | N/A | Use streamable-http transport instead of stdio. |
| --host | MCP_HOST | Bind address when using --http (default: 127.0.0.1). |
| --port | MCP_PORT | Bind port when using --http (default: 8000). |
| --jesus-take-the-wheel| N/A | DANGER. Bypasses Discord approval for trades. |
| --no-technical-tools | N/A | Disables technical analysis tools (SMA, RSI, etc.). |
| --json | N/A | Returns JSON instead of formatted text (useful for some agents). Null/empty fields are stripped to reduce token usage. |

Before running the server, you must authenticate with Schwab to generate a token file.

schwab-mcp auth --client-id YOUR_KEY --client-secret YOUR_SECRET --callback-url https://127.0.0.1:8182

uv run schwab-mcp auth --client-id YOUR_KEY --client-secret YOUR_SECRET --callback-url https://127.0.0.1:8182

This will open a browser window for you to log in to Schwab. Once complete, a token will be saved to ~/.local/share/schwab-mcp/token.yaml.

Start the MCP server to expose the tools to your MCP client.

A Docker/Podman image is available at ghcr.io/jkoelker/schwab-mcp.

bash
podman run --rm -it \
--env SCHWAB_CLIENT_ID=... \
--env SCHWAB_CLIENT_SECRET=... \
-v ~/.local/share/schwab-mcp:/schwab-mcp \
ghcr.io/jkoelker/schwab-mcp:latest server --token-path /schwab-mcp/token.yaml
```

git clone https://github.com/jkoelker/schwab-mcp.git
cd schwab-mcp
uv sync

`get_quotes`

Real-time quotes for symbols.

`get_market_hours`

Market open/close times.

`get_movers`

Top gainers/losers for an index.

`get_option_chain`

Standard option chain data.

`get_price_history_*`

Historical candles (minute, day, week).

`get_accounts`

List linked accounts (pass `include_positions=True` for holdings).

`get_account`

Balances for one account by hash (pass `include_positions=True` for holdings).

`get_transactions`

History of trades and transfers.

`get_orders`

Status of open and filled orders.

`preview_equity_order`

Preview a stock/ETF buy or sell.

`preview_option_order`

Preview an option contract buy or sell.

`preview_bracket_order`

Preview an entry + take-profit + stop-loss order. Stop-loss exit type defaults to `STOP`; pass `loss_type` (`STOP`, `STOP_LIMIT`, or `LIMIT`) for a different exit, plus `loss_limit_price` when `loss_type` is `STOP_LIMIT`; the response's `resolved_leg_types` shows what was actually built.

`place_previewed_order`

Place the exact order returned by a `preview_*` call, by `preview_id`. Requires approval.

`cancel_order`

Cancel an open order.

The server provides a rich set of tools for LLMs.

Claude Desktop / Cursor

Paste into your MCP client config file to install this server.

{
    "mcpServers": {
        "schwab": {
            "env": {},
            "args": [
                "server",
                "--client-id",
                "YOUR_KEY",
                "--client-secret",
                "YOUR_SECRET"
            ],
            "shell": false,
            "command": "schwab-mcp"
        }
    }
}

Linux

{
    "env": [],
    "args": [
        "server",
        "--client-id",
        "YOUR_KEY",
        "--client-secret",
        "YOUR_SECRET"
    ],
    "shell": false,
    "command": "schwab-mcp"
}

Macos

{
    "env": [],
    "args": [
        "server",
        "--client-id",
        "YOUR_KEY",
        "--client-secret",
        "YOUR_SECRET"
    ],
    "shell": false,
    "command": "schwab-mcp"
}

Windows

{
    "env": [],
    "args": [
        "/c",
        "schwab-mcp",
        "server",
        "--client-id",
        "YOUR_KEY",
        "--client-secret",
        "YOUR_SECRET"
    ],
    "shell": true,
    "command": "cmd"
}

Schwab Model Context Protocol Server

The Schwab Model Context Protocol (MCP) Server connects your Schwab account to LLM-based applications (like Claude Desktop or other MCP clients), allowing them to retrieve market data, check account status, and (optionally) place orders under your supervision.

Features

Quick Start

Prerequisites

Python 3.10 or higher
uv (recommended) or pip
A Schwab Developer App Key and Secret (from the Schwab Developer Portal)

Installation

For most users, installing via uv tool or pip is easiest:

```bash

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About

Details

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Setting up with Highlight

From the repository

get_quotes

get_market_hours

get_movers

get_option_chain

get_price_history_*

get_accounts

get_account

get_transactions

get_orders

preview_equity_order

preview_option_order

preview_bracket_order

place_previewed_order

cancel_order

Claude Desktop / Cursor

Linux

Macos

Windows

Schwab Model Context Protocol Server

Features

Quick Start

Prerequisites

Installation

Install

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`get_quotes`

`get_market_hours`

`get_movers`

`get_option_chain`

`get_price_history_*`

`get_accounts`

`get_account`

`get_transactions`

`get_orders`

`preview_equity_order`

`preview_option_order`

`preview_bracket_order`

`place_previewed_order`

`cancel_order`