Schema | Schwab Read-Only MCP

Schwab Read-Only MCP

Describes the environment variables required to run the server.

Name	Required	Description
`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

Features and capabilities supported by this server

Capability	Details
`tools`	{ "listChanged": false }
`prompts`	{ "listChanged": false }
`resources`	{ "subscribe": false, "listChanged": false }
`experimental`	{}

Functions exposed to the LLM to take actions

Name	Description
get_quotes	Get Schwab quotes for US equity symbols. Values may be delayed by exchange entitlement.
get_price_history	Get every OHLCV candle Schwab allows for the requested period or ISO-8601 time range.
get_technical_indicators	Calculate SMA20, EMA20, RSI14, MACD(12,26,9), Bollinger(20,2), ATR14 and session VWAP from Schwab candles.
get_fundamentals	Get Schwab's available issuer fundamentals for one symbol; it is not a replacement for full financial statements.
get_option_chain	Get a read-only option chain with Schwab-provided Greeks where available.
get_market_hours	Get market-session hours, optionally for an ISO date.
get_movers	Get top movers for $SPX, $COMPX, or $DJI.
get_accounts	List linked Schwab accounts and, optionally, their positions. This tool never changes accounts.
get_account	Read balances and optional positions for one account hash returned by get_accounts.
get_transactions	Read transaction history in an inclusive ISO-date range; this never submits an order.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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