Schwab Read-Only MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| SCHWAB_CLIENT_ID | Yes | Your Schwab App Key | |
| SCHWAB_REDIRECT_URI | Yes | The redirect URI that exactly matches the one registered with Schwab | |
| SCHWAB_CLIENT_SECRET | Yes | Your Schwab App Secret |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| get_quotesB | Get Schwab quotes for US equity symbols. Values may be delayed by exchange entitlement. |
| get_price_historyB | Get every OHLCV candle Schwab allows for the requested period or ISO-8601 time range. |
| get_technical_indicatorsC | Calculate SMA20, EMA20, RSI14, MACD(12,26,9), Bollinger(20,2), ATR14 and session VWAP from Schwab candles. |
| get_fundamentalsB | Get Schwab's available issuer fundamentals for one symbol; it is not a replacement for full financial statements. |
| get_option_chainA | Get a read-only option chain with Schwab-provided Greeks where available. |
| get_market_hoursB | Get market-session hours, optionally for an ISO date. |
| get_moversB | Get top movers for $SPX, $COMPX, or $DJI. |
| get_accountsA | List linked Schwab accounts and, optionally, their positions. This tool never changes accounts. |
| get_accountA | Read balances and optional positions for one account hash returned by get_accounts. |
| get_transactionsA | Read transaction history in an inclusive ISO-date range; this never submits an order. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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