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Schwab Model Context Protocol Server

by jkoelker
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Python
MIT License
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local-only server

The server can only run on the client’s local machine because it depends on local resources.

Integrations

  • References GitHub repositories for dependencies including schwab-py and the MCP python-sdk.

  • Integrated with pytest for testing the server functionality and API interactions.

  • Built using Python and integrates with Python SDK for the Model Context Protocol.

Schwab Model Context Protocol Server

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

Features

  • Expose Schwab API functionality through Model Context Protocol
  • Get account information and positions
  • Retrieve stock quotes and price history
  • Get market information and movers
  • Fetch option chains and expiration data
  • Access order and transaction history
  • Modify account state with special tools (requires --jesus-take-the-wheel flag)
  • Designed to integrate with Large Language Models (LLMs)

Installation

# Install with all dependencies uv add -e . # Install development dependencies uv add -e .[dev]

Usage

Authentication

The first step is to authenticate with the Schwab API and generate a token:

# Authenticate and generate a token uv run schwab-mcp auth --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL

You can set these credentials through environment variables to avoid typing them each time:

By default, the token is saved to ~/.local/share/schwab-mcp/token.yaml (platform-specific). You can specify a different path:

uv run schwab-mcp auth --token-path /path/to/token.yaml

Both yaml and json token formats are supported and will be inferred from the file extension.

Running the Server

After authentication, you can run the server:

# Run the server with default token path uv run schwab-mcp server --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL # Run with a custom token path uv run schwab-mcp server --token-path /path/to/token.json --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL # Run with account modification tools enabled uv run schwab-mcp server --jesus-take-the-wheel --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL

Token age is validated - if older than 5 days, you will be prompted to re-authenticate.

WARNING: Using the --jesus-take-the-wheel flag enables tools that can modify your account state. Use with caution as this allows LLMs to cancel orders and potentially perform other actions that change account state.

Available Tools

The server exposes the following MCP tools:

Date and Market Information

  1. get_datetime - Get the current datetime in ISO format
  2. get_market_hours - Get market hours for a specific market
  3. get_movers - Get movers for a specific index
  4. get_instruments - Search for instruments with a specific symbol

Account Information

  1. get_account_numbers - Get mapping of account IDs to account hashes
  2. get_accounts - Get information for all linked Schwab accounts
  3. get_accounts_with_positions - Get accounts with position information
  4. get_account - Get information for a specific account
  5. get_account_with_positions - Get specific account with position information
  6. get_user_preferences - Get user preferences for all accounts including nicknames

Orders

  1. get_order - Get details for a specific order
  2. get_orders - Get orders for a specific account

Quotes

  1. get_quotes - Get quotes for specified symbols

Price History

  1. get_advanced_price_history - Get advanced price history for a specific symbol
  2. get_price_history_every_minute - Get price history with minute frequency
  3. get_price_history_every_five_minutes - Get price history with five minute frequency
  4. get_price_history_every_ten_minutes - Get price history with ten minute frequency
  5. get_price_history_every_fifteen_minutes - Get price history with fifteen minute frequency
  6. get_price_history_every_thirty_minutes - Get price history with thirty minute frequency
  7. get_price_history_every_day - Get price history with daily frequency
  8. get_price_history_every_week - Get price history with weekly frequency

Options

  1. get_option_chain - Get option chain for a specific symbol
  2. get_advanced_option_chain - Get advanced option chain for a specific symbol
  3. get_option_expiration_chain - Get option expiration information for a symbol

Transactions

  1. get_transactions - Get transactions for a specific account
  2. get_transaction - Get details for a specific transaction

Account Modification Tools (Requires --jesus-take-the-wheel flag)

  1. cancel_order - Cancel a specific order

Security Warning

The --jesus-take-the-wheel flag enables LLMs to perform actions that can modify your account state, including:

  • Canceling orders
  • Other actions that may have financial implications (more tools to be added in future releases)

Only use this flag in controlled environments and understand the risks involved.

Development

# Type check uv run pyright # Format code uv run ruff format . # Lint uv run ruff check . # Run tests uv run pytest

License

This project is available under the MIT License.

This server cannot be installed

-
security - not tested
A
license - permissive license
-
quality - not tested

A server that implements the Model Context Protocol for Schwab API, allowing access to account information, positions, stock quotes, and order/transaction history designed for integration with Large Language Models.

  1. Features
    1. Installation
      1. Usage
        1. Authentication
        2. Running the Server
      2. Available Tools
        1. Date and Market Information
        2. Account Information
        3. Orders
        4. Quotes
        5. Price History
        6. Options
        7. Transactions
        8. Account Modification Tools (Requires --jesus-take-the-wheel flag)
      3. Security Warning
        1. Development
          1. License