Schwab MCP Server (Read-Only)

A read-only Model Context Protocol server that connects your Schwab brokerage account to LLM-based applications (Claude Desktop, Claude Code, or other MCP clients) for portfolio monitoring and market data retrieval.

Fork Notice: This project is forked from jkoelker/schwab-mcp and is a complete rewrite in TypeScript. The original project is a Python-based MCP server with trading capabilities and Discord approval workflows. This rewrite strips all trading functionality and focuses exclusively on read-only portfolio monitoring and market analysis.

Security: Following the principle of least privilege, all trading, options placement, and order management capabilities have been intentionally removed from this fork. This server is designed exclusively as a read-only portfolio data source — no orders can be placed, modified, or cancelled. Rather than gating trades behind approval workflows, the trading code has been eliminated entirely, so even if an LLM agent is prompt-injected or behaves unexpectedly, it cannot execute trades or modify your account. If you need trading capabilities, see the original project at jkoelker/schwab-mcp.

Features

• Market Data: Real-time quotes, price history (multiple timeframes), market hours, movers, and instrument search.

• Account Info: Balances, positions, transactions, and order history (read-only).

• Technical Analysis: Optional indicators (SMA, EMA, RSI, MACD, Bollinger Bands, VWAP, ATR, ADX, and more) powered by technicalindicators.

• LLM Integration: Built for agentic AI workflows via the MCP protocol.

Related MCP server: Schwab Model Context Protocol Server

Quick Start

Prerequisites

• Node.js v18+ (or Bun v1.0+ for development)

• A Schwab brokerage account

• A Schwab Developer App Key (client ID) and Secret (client secret)

Obtaining Schwab API Credentials

1. Go to the Schwab Developer Portal and sign in (or create an account).

2. Navigate to Dashboard → Apps → Create App.

3. Fill in the app details. Set the callback URL to https://127.0.0.1:8182 (the default used by this server).

4. Once approved, your app page will display the App Key (this is your client ID) and Secret (this is your client secret).

Note: Schwab may take 1–2 business days to approve new apps. The callback URL you register must match the --callback-url flag (default: https://127.0.0.1:8182).

Installation

Using npx (recommended)

No installation required — run directly via npx:

npx github:Tapojit/schwab-mcp server

From source

git clone https://github.com/Tapojit/schwab-mcp.git
cd schwab-mcp
npm install
npm run build

Save Credentials

Store your App Key and Secret locally so you don't need to pass them every time:

schwab-mcp save-credentials --client-id YOUR_APP_KEY --client-secret YOUR_APP_SECRET

Or set environment variables:

export SCHWAB_CLIENT_ID=YOUR_APP_KEY
export SCHWAB_CLIENT_SECRET=YOUR_APP_SECRET

Authentication

Generate an OAuth token by logging in to Schwab:

schwab-mcp auth

This opens a browser for Schwab OAuth. A local HTTPS callback server captures the authorization code and exchanges it for access and refresh tokens.

Note: Your browser will warn about an invalid certificate — this is expected. The callback server uses a self-signed TLS certificate for localhost.

File Storage Paths

All files are stored in a platform-specific data directory with restricted permissions (0o600 for files, 0o700 for directories):

On Linux, the XDG_DATA_HOME environment variable is respected if set. On Windows, files are stored under %APPDATA%\schwab-mcp\.

You can override the token path with --token-path <path>.

Token expiry: Schwab access tokens expire after 30 minutes and refresh tokens after 7 days. The server automatically refreshes tokens in the background every 25 minutes. If the refresh token expires (after 7 days of inactivity), the server will notify connected clients and you'll need to re-authenticate with schwab-mcp auth.

Running the Server

schwab-mcp server

Programmatic Usage

This package exports its core modules for use as a library:

import { SchwabMCPServer } from "schwab-mcp/server";
import { SchwabClient } from "schwab-mcp/client";
import { TokenManager } from "schwab-mcp/tokens";
import type { OAuthToken, Candle } from "schwab-mcp/types";

Configuration

Available Tools (35 total)

Utilities (4)

Account Info (6)

Market Data (9)

Orders & Transactions (4, read-only)

Technical Analysis (12, optional)

Disable with --no-technical-tools if not needed.

OpenAPI Specifications

Official Schwab API specs are included in docs/openapi/ for reference:

• trader-api.json — Accounts, Orders, Transactions, User Preferences

• market-data-api.json — Quotes, Option Chains, Price History, Movers, Market Hours, Instruments

MCP Client Configuration

Add this to your MCP client config (e.g., Claude Desktop claude_desktop_config.json or Claude Code settings.json):

Using npx (recommended)

{
  "mcpServers": {
    "schwab": {
      "command": "npx",
      "args": ["-y", "github:Tapojit/schwab-mcp", "server"]
    }
  }
}

Using a local clone

{
  "mcpServers": {
    "schwab": {
      "command": "node",
      "args": [
        "/path/to/schwab-mcp/dist/index.js",
        "server"
      ]
    }
  }
}

Important: Use full absolute paths for local clones. A bare "node" may not resolve in the MCP client's environment — use the full path (e.g., /usr/local/bin/node) if needed.

Development

git clone https://github.com/Tapojit/schwab-mcp.git
cd schwab-mcp
npm install

# Build
npm run build

# Run tests (requires Bun)
bun test

# Type check
npx tsc --noEmit

MCP Inspector

Test the server interactively with the MCP Inspector:

npx @modelcontextprotocol/inspector node dist/index.js server

Acknowledgments

This project is a fork of jkoelker/schwab-mcp, originally a Python-based MCP server for Schwab brokerage integration. This version is a complete rewrite using:

• TypeScript with strict typing (replacing Python type hints)

• Node.js as the runtime (replacing Python)

• Read-only design — all trading, order placement, and Discord approval workflows have been removed

• @modelcontextprotocol/sdk for MCP protocol integration

• technicalindicators for technical analysis (replacing custom Python implementations)

License

MIT