Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| LOG_LEVEL | No | The logging level for the server | INFO |
| SCHWAB_CLIENT_ID | No | Your Schwab App Key (Client ID). Optional override if not kept in the token file | |
| SCHWAB_TOKEN_PATH | No | Path to the JSON file containing your Schwab tokens and credentials | ~/.schwab-mcp/token.json |
| SCHWAB_CALLBACK_URL | No | The callback URL configured in your Schwab Developer account | https://127.0.0.1:8182/callback |
| SCHWAB_CLIENT_SECRET | No | Your Schwab App Secret (Client Secret). Optional override if not kept in the token file |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_positions | Get all positions with cost basis, quantity, market value, and gain/loss for an account |
| get_quote | Get real-time quote for a stock symbol including price, bid/ask, volume, and fundamentals |
| get_quotes | Get real-time quotes for multiple symbols at once |
| get_instruments | Search for instruments by symbol or description, or get fundamental data for a symbol |
| get_movers | Get top movers (gainers or losers) for an index by percent or value change |
| load_price_history | Fetch price history and load into SQL database for querying. Use this instead of get_price_history when you need to analyze the data with SQL. After loading, use query_market_data to run SQL queries. |
| load_option_chain | Fetch option chain and load into SQL database for querying. Use this instead of get_option_chain when you need to analyze the data with SQL. After loading, use query_market_data to run SQL queries. |
| query_market_data | Run SQL query against loaded market data (price_history and options tables). First use load_price_history or load_option_chain to load data, then query it. Only SELECT queries are allowed. Use get_data_schema to see table schemas and example queries. |
| get_data_schema | Get schema information for market data tables including column definitions, available data, and example SQL queries for common analyses like volume profile. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |