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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Get the current datetime in ISO format.
Get market hours for a specific market.
Get movers for a specific index.
Search for instruments with a specific symbol.
Get mapping of account IDs to account hashes.
Get information for all linked Schwab accounts.
Get accounts with position information.
Get information for a specific account.
Get specific account with position information.
Get user preferences for all accounts including nicknames.
Get details for a specific order.
Get orders for a specific account.
Get quotes for specified symbols.
Get advanced price history for a specific symbol.
Get price history with minute frequency.
Get price history with five minute frequency.
Get price history with ten minute frequency.
Get price history with fifteen minute frequency.
Get price history with thirty minute frequency.
Get price history with daily frequency.
Get price history with weekly frequency.
Get option chain for a specific symbol.
Get advanced option chain for a specific symbol.
Get option expiration information for a symbol.
Get transactions for a specific account.
Get details for a specific transaction.
Cancel a specific order.
