schwab-mcp

An MCP server that connects to the Charles Schwab brokerage API, plus a Claude Code plugin with skills that save LLM roundtrips when calling the MCP tools.

What this does

MCP Server — Wraps the Schwab API via schwabdev and exposes 18 tools over Streamable HTTP:

Claude Code Plugin — Ships six skills (schwab:account, schwab:orders, schwab:quotes, schwab:market, schwab:instruments, schwab:chart-orders) that give Claude the tool-selection rules, parameter formats, and safety patterns upfront. This eliminates the back-and-forth the LLM would otherwise need to figure out which tool to call and how to call it.

Prerequisites

• Python 3.11+

• A Schwab Developer account with an approved app (you need the app key and secret)

Setup

# Clone and install
git clone <repo-url> && cd schwab-mcp
python -m venv .venv && source .venv/bin/activate
pip install -e ".[dev]"

# Add credentials
cp .env.example ~/.schwab-mcp/.env
# Edit ~/.schwab-mcp/.env with your Schwab app key and secret

# Authenticate (opens browser for OAuth)
schwab-mcp auth

# Start the server
schwab-mcp serve

The server listens on http://127.0.0.1:8099/mcp by default. Override with env vars SCHWAB_MCP_HOST and SCHWAB_MCP_PORT.

Using with Claude Code

Install the plugin directory so Claude Code picks up the MCP connection and skills:

claude plugin add ./plugin

This registers:

• The MCP server connection (via plugin/.mcp.json)

• Six skills that guide Claude on how to use each tool category

• A session-end hook that cleans up temp files

Once installed, ask Claude things like:

• "What are my account positions?"

• "Get me a quote for AAPL"

• "Place a limit order to buy 10 shares of MSFT at $400"

• "Show me today's top movers on the S&P 500"

• "Chart my filled orders for SPX today"

Safety

Mutating operations (place_order, cancel_order, replace_order) use a two-step confirmation pattern. The first call is a dry run that shows what would happen; you must explicitly confirm to execute.

Project structure

src/schwab_mcp/
  server.py          # CLI entry point (serve / auth commands)
  client.py          # Schwab client init, OAuth tokens, state persistence
  _mcp.py            # FastMCP server instance
  logging_config.py  # Rotating log handler with credential redaction
  tools/             # MCP tool implementations
    session.py       # Account listing and selection
    market_data.py   # Quotes, options, price history, movers
    accounts.py      # Account details, transactions, preferences
    orders.py        # Order CRUD with dry-run safety
    instruments.py   # Symbol/CUSIP lookup

plugin/
  .mcp.json                  # MCP server connection config
  .claude-plugin/plugin.json # Plugin metadata
  hooks/hooks.json           # Session cleanup hook
  skills/                    # Claude Code skill definitions

State and logs

All runtime state lives in ~/.schwab-mcp/:

Large tool responses (option chains, long transaction lists) are written to /tmp/schwab-mcp/ and cleaned up automatically when the Claude Code session ends.

Development

# Run tests
pytest

# Run with debug logging
LOG_LEVEL=DEBUG schwab-mcp serve