Quick Install

Copy the config for your editor. Some servers may need additional setup — check the README.

Add to claude_desktop_config.json:

{
  "mcpServers": {
    "schwab-mcp": {
      "command": "uvx",
      "args": [
        "schwab-mcp"
      ]
    }
  }
}

Or install with pip: pip install schwab-mcp

README Excerpt

**Your brokerage data, conversationally.** Ask your AI assistant about your positions, screen option spreads, audit today's trades against your strategy rules, and get end-of-day reports — all from natural language. The data cost? About 6 sats per session (~$0.005). The data in schwab-mcp is nothing you can't get from ThinkOrSwim, OptionAlpha, or Schwab's own web UI. What you *can't* get from those tools is a **personal trading assistant** that blends:

Tools (20)

CREDIT_TTL_SECONDSDPYC_REGISTRY_CACHE_TTL_SECONDSSCHWAB_TRADER_APITOLLBOOTH_NOSTR_OPERATOR_NSECTOLLBOOTH_NOSTR_RELAYSaccount_statementaccount_statement_infographicbegin_oauthcheck_authority_balancecheck_balancecheck_oauth_statuscheck_paymentcheck_pricedelete_patron_credentialforget_credentialsfreeget_account_numbersget_brokerage_balancesget_brokerage_orderget_brokerage_orders

schwab-mcp

Quick Install

README Excerpt

Tools (20)

Related AI/LLM Servers