schwab-mcp-server

acidsolution/schwab-mcp-server

3.2

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A read-only Model Context Protocol (MCP) server for accessing Charles Schwab API data, enabling AI assistants to provide financial insights.

Tools

Functions exposed to the LLM to take actions

get_account

Get account information including type and balances

get_positions

Get all positions with cost basis and market value

get_quote

Get real-time quote for a single symbol

get_quotes

Get real-time quotes for multiple symbols

get_option_chain

Get options chain with Greeks for a symbol

get_price_history

Get historical OHLCV price data

Prompts

Interactive templates invoked by user choice

No prompts

Resources

Contextual data attached and managed by the client

No resources