Schwab MCP Server provides a bridge between Claude and the Schwab API, enabling access to financial account information, stock quotes, and transaction history directly within conversations. Built by jkoelker, it authenticates with Schwab using OAuth tokens and exposes nine tools for retrieving account details, positions, user preferences, quotes, orders, and transactions. The server runs on stdio transport, making it compatible with Claude Desktop integration, and includes robust error handling for authentication and API failures. Particularly valuable for financial advisors and investors who need to access Schwab account information without leaving their conversation interface.
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Highlight AIReal-time quotes for symbols.
Market open/close times.
Top gainers/losers for an index.
Standard option chain data.
Historical candles (minute, day, week).
List linked accounts (pass `include_positions=True` for holdings).
Balances for one account by hash (pass `include_positions=True` for holdings).
History of trades and transfers.
Status of open and filled orders.
Preview a stock/ETF buy or sell.
Preview an option contract buy or sell.
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 the exact order returned by a `preview_*` call, by `preview_id`. Requires approval.
Cancel an open order.
