Skip to main content
Glama
deenesjakoruzh
k1xme

schwab-mcp

by k1xme
OverviewSchemaSourceRelated ServersDiscussionsAdmin
Python
Remote

schwab-mcp

一个连接到 Charles Schwab 经纪 API 的 MCP 服务器，外加一个 Claude Code 插件，其技能可以在调用 MCP 工具时节省 LLM 的往返次数。

功能说明

MCP 服务器 — 通过 schwabdev 封装 Schwab API，并通过 Streamable HTTP 公开 18 个工具：

类别

工具

会话

list_accounts, set_active_account, get_active_account

市场数据

get_quotes, get_option_chain, get_option_expirations, get_price_history, get_movers, get_market_hours

账户

get_account, get_transactions, get_transaction, get_preferences

订单

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

证券

search_instruments, get_instrument

Claude Code 插件 — 提供六种技能（schwab:account, schwab:orders, schwab:quotes, schwab:market, schwab:instruments, schwab:chart-orders），预先为 Claude 提供工具选择规则、参数格式和安全模式。这消除了 LLM 在决定调用哪个工具以及如何调用时所需的反复确认过程。

Related MCP server: KiteMCP

前置要求

  • Python 3.11+

  • 一个拥有已批准应用的 Schwab Developer 账户（你需要应用密钥和密钥）

设置

# 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

服务器默认监听 http://127.0.0.1:8099/mcp。可通过环境变量 SCHWAB_MCP_HOST 和 SCHWAB_MCP_PORT 进行覆盖。

与 Claude Code 配合使用

安装插件目录，以便 Claude Code 获取 MCP 连接和技能：

claude plugin add ./plugin

这将注册：

  • MCP 服务器连接（通过 plugin/.mcp.json）

  • 指导 Claude 如何使用每个工具类别的六种技能

  • 一个在会话结束时清理临时文件的钩子

安装完成后，可以询问 Claude 如下问题：

  • “我的账户持仓有哪些？”

  • “获取 AAPL 的报价”

  • “下达限价单，以 400 美元买入 10 股 MSFT”

  • “显示今天 S&P 500 的涨幅榜”

  • “绘制我今天 SPX 的成交订单图表”

示例：下达限价单

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.

该技能引导 Claude 执行以下操作：

  1. 获取报价以计算中间价

  2. 首先进行试运行 (confirmed=False) 并显示摘要

  3. 仅在获得用户明确批准后才提交 (confirmed=True)

示例：绘制成交订单图表

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

该技能引导 Claude 执行以下操作：

  1. 获取指定日期范围内的成交订单并识别标的资产 (SPXW/SPX)

  2. 获取 15 分钟 K 线（适用于多日范围）

  3. 运行图表脚本，生成带有订单标记、日期分隔符和悬停提示的交互式 Plotly 图表

安全性

变更操作（place_order, cancel_order, replace_order）使用两步确认模式。第一次调用是试运行，显示将要发生的操作；你必须明确确认才能执行。

项目结构

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

状态和日志

所有运行时状态都存储在 ~/.schwab-mcp/ 中：

文件

用途

.env

API 凭据

tokens.db

OAuth 令牌（由 schwabdev 自动刷新）

state.json

活动账户选择

schwab-mcp.log

轮转日志（5 MB，3 个备份，凭据已脱敏）

大型工具响应（期权链、长交易列表）会被写入 /tmp/schwab-mcp/，并在 Claude Code 会话结束时自动清理。

开发

# 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

Related MCP Connectors

Related MCP Servers

  • Schwab MCP Server

    sudowealth
    F
    license
    Not graded
    quality
    F
    maintenance
    A Model Context Protocol server that enables AI assistants like Claude to securely interact with Charles Schwab accounts and market data through the official Schwab API.
    75
    -

  • KiteMCP

    utkarshagar2121
    F
    license
    Not graded
    quality
    D
    maintenance
    A command-based MCP server that enables programmatic stock trading on Zerodha through natural language interfaces like Claude, allowing users to buy and sell stocks via API calls.
    -

  • tradier-mcp

    fi222
    F
    license
    Not graded
    quality
    D
    maintenance
    MCP server exposing Tradier brokerage tools to Claude, enabling account balance checks, position management, order operations, and market data queries.
    -

  • ibkr-mcp-server

    ArjunDivecha
    A
    license
    A
    quality
    F
    maintenance
    MCP server for Interactive Brokers API integration, enabling account management, trading, market data, and short selling analysis through Claude.
    8
    35
    MIT