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.
Detailed positions and balances.
History of trades and transfers.
Status of open and filled orders.
Buy/Sell stocks and ETFs.
Buy/Sell option contracts.
Entry + Take Profit + Stop Loss.
Cancel an open order.
