schwab-mcp

schwab-mcp

3.4

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The Schwab Model Context Protocol Server is a server that implements the Model Context Protocol (MCP) for the Schwab API using schwab-py and the MCP python-sdk.

The Schwab Model Context Protocol Server is designed to expose Schwab API functionalities through the Model Context Protocol, allowing seamless integration with Large Language Models (LLMs). It provides a comprehensive suite of tools to access and manage account information, retrieve stock quotes, fetch market data, and handle transactions. The server supports advanced features like fetching option chains and expiration data, and it can modify account states with special tools when the `--jesus-take-the-wheel` flag is enabled. This server is particularly useful for developers looking to integrate Schwab's financial services into their applications, providing a robust and flexible interface for interacting with financial data.

Features

  • Expose Schwab API functionality through Model Context Protocol
  • Retrieve stock quotes and price history
  • Fetch option chains and expiration data
  • Access order and transaction history
  • Integrate with Large Language Models (LLMs)

Tools

  1. Market Information Tools

    Obtain market time, stocks, securities information, etc.

  2. Account Tool

    Check account details, positions, user preferences, etc.

  3. Order Tool

    Get order details and list

  4. Quotation Tool

    Get real-time stock quotes

  5. Historical price tools

    Price history for multiple time granularity (1 minute to weekly line)

  6. Options Tools

    Option chain query and expiration date information

  7. Trading tools

    Query transaction history

  8. Account modification tool

    Cancel orders, etc. (Special permissions are required)

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