Schwab Model Context Protocol Server

# from typing import Annotated import datetime import schwab.client from schwab_mcp.tools.registry import register from schwab_mcp.tools.utils import call @register async def get_order( client: schwab.client.AsyncClient, account_hash: Annotated[str, "Account hash for the Schwab account"], order_id: Annotated[str, "Order ID to get details for"], ) -> str: """ Returns details for a specific order. Fetches comprehensive information about an order identified by order_id and account_hash. Returns full execution details, status, price, quantity, and other order-specific information. Parameters: - account_hash: Hash identifying the account (from get_account_numbers) - order_id: ID of the order to retrieve details for Use to examine the current state and execution details of a specific order. """ return await call(client.get_order, order_id=order_id, account_hash=account_hash) @register async def get_orders( client: schwab.client.AsyncClient, account_hash: Annotated[ str, "Account hash for the Schwab account (from get_account_numbers)" ], max_results: Annotated[ int | None, "Maximum number of orders to return (limit results)" ] = None, from_date: Annotated[ str | None, "Start date for orders in 'YYYY-MM-DD' format (up to 60 days in past)", ] = None, to_date: Annotated[str | None, "End date for orders in 'YYYY-MM-DD' format"] = None, status: Annotated[ list[str] | str | None, "Filter by specific order status (see options below)" ] = None, ) -> str: """ Returns order history for a specific account. Retrieves orders with status, execution details, and specifications. Filter by date range and order status. Parameters: - account_hash: Hash identifying the account (from get_account_numbers) - max_results: Optional limit on number of orders to return - from_date: Start date in 'YYYY-MM-DD' format (up to 60 days in past) - to_date: End date in 'YYYY-MM-DD' format - status: Filter by specific order status, options: - AWAITING_PARENT_ORDER: Waiting for parent order conditions - AWAITING_CONDITION: Waiting for specified conditions - AWAITING_STOP_CONDITION: Waiting for stop price to trigger - AWAITING_MANUAL_REVIEW: Being reviewed by broker - ACCEPTED: Order accepted but not processed - AWAITING_UR_OUT: Waiting for broker response - PENDING_ACTIVATION: Ready to activate (e.g., at market open) - QUEUED: In queue for processing - WORKING: Order is active and working - REJECTED: Order was rejected - PENDING_CANCEL: Cancellation requested but not confirmed - CANCELED: Order successfully canceled - PENDING_REPLACE: Modification requested but not confirmed - REPLACED: Order successfully modified - FILLED: Order fully executed - EXPIRED: Order expired without full execution - NEW: New order being processed - AWAITING_RELEASE_TIME: Waiting for scheduled release time - PENDING_ACKNOWLEDGEMENT: Waiting for acknowledgement - PENDING_RECALL: Pending recall from execution venue Notes: - For today's orders, use tomorrow's date as to_date - Without status filter, returns all orders - Use WORKING to get all open orders if market is open - Use PENDING_ACTIVATION to get all open orders if market is closed """ if from_date is not None: from_date = datetime.datetime.strptime(from_date, "%Y-%m-%d").date() if to_date is not None: to_date = datetime.datetime.strptime(to_date, "%Y-%m-%d").date() return await call( client.get_orders_for_account, account_hash, max_results=max_results, from_entered_datetime=from_date, to_entered_datetime=to_date, status=client.Order.Status[status] if status else None, ) @register(write=True) async def cancel_order( client: schwab.client.AsyncClient, account_hash: Annotated[str, "Account hash for the Schwab account"], order_id: Annotated[str, "Order ID to cancel"], ) -> str: """ Cancels a pending order. Sends a cancellation request for an order that hasn't been executed yet. Orders that have already been executed (FILLED) or are in certain terminal states cannot be canceled. Parameters: - account_hash: Hash identifying the account (from get_account_numbers) - order_id: ID of the order to cancel Returns confirmation of cancellation request. The actual cancellation process may be asynchronous, so check order status after calling this function to confirm final cancellation state. Note: This is a write operation that will modify your account state. """ return await call(client.cancel_order, order_id=order_id, account_hash=account_hash)