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schwab-mcp

by k1xme
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Python
Remote

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:

Category

Tools

Session

list_accounts, set_active_account, get_active_account

Market Data

get_quotes, get_option_chain, get_option_expirations, get_price_history, get_movers, get_market_hours

Accounts

get_account, get_transactions, get_transaction, get_preferences

Orders

list_orders, list_all_orders, get_order, place_order, cancel_order, replace_order, preview_order

Instruments

search_instruments, get_instrument

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.

Related MCP server: KiteMCP

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"

Example: Placing a Limit Order

You: Buy 100 shares of SPY with limit order at current median bid-ask spread.
     This order should be canceled if it weren't filled before 3/30 12PM ET.

Claude: I need to get SPY's current bid-ask spread first, then build the order.
        Let me fetch the quote.

        [calls get_quotes for SPY]

        Got the quote. Here's the current SPY pricing:
        - Bid: $632.70
        - Ask: $633.00
        - Midpoint: $632.85

        Regarding cancellation by 3/30 12PM ET — Schwab doesn't support
        "cancel at a specific time." I'll use DAY duration (valid through
        market close on 3/30). You'd need to manually cancel at noon if
        unfilled.

        [calls place_order with confirmed=False — dry run]

        | Field      | Value                      |
        |------------|----------------------------|
        | Action     | BUY                        |
        | Symbol     | SPY                        |
        | Quantity   | 100 shares                 |
        | Order Type | LIMIT                      |
        | Price      | $632.85 (bid-ask midpoint) |
        | Duration   | DAY                        |
        | Session    | NORMAL                     |

        Shall I submit this order?

You: yes

Claude: [calls place_order with confirmed=True]

        Order submitted successfully.

The skill guided Claude to:

  1. Fetch the quote to calculate the midpoint price

  2. Dry-run the order first (confirmed=False) and show the summary

  3. Only submit (confirmed=True) after explicit user approval

Example: Charting Filled Orders

You: Plot my last week's credit spread trades

Claude: [fetches filled orders for Mar 22-28]

        39 credit spread orders on SPXW last week — 30 vertical spreads
        and 9 iron condors across 5 trading days.

        [fetches 15-minute SPX candles for the same range]
        [runs chart_orders.py with candles + orders data]

        Candles: 130, Orders: 62 (12 buy, 11 sell, 39 spread)
        Interactive chart saved to plugin/skills/chart-orders/chart.html

Chart orders example

The skill guided Claude to:

  1. Fetch filled orders for the date range and identify the underlying (SPXW/SPX)

  2. Fetch 15-minute candles (appropriate for a multi-day range)

  3. Run the chart script to generate an interactive Plotly chart with order markers, day separators, and hover tooltips

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/:

File

Purpose

.env

API credentials

tokens.db

OAuth tokens (auto-refreshed by schwabdev)

state.json

Active account selection

schwab-mcp.log

Rotating log (5 MB, 3 backups, credentials redacted)

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

This server cannot be deployed

One endpoint for every MCP toolRayrun runs every MCP server behind one URL and holds the credentials. Each call is decided per client, tool, and argument, then recorded.ray.runAd

Maintenance

ActivityInactive
ResponsivenessNo issues

Resources

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