schwab-mcp
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Related Servers
- FlicenseAqualityCmaintenanceMCP server for read-only access to Charles Schwab market data and account information. It provides quotes, price history, technical indicators, fundamentals, option chains, market hours, movers, and account/transaction data via the official Schwab API.10-
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- FlicenseNot gradedqualityFmaintenanceA 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.78-
- AlicenseAqualityDmaintenanceA read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.9MIT
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TDQS
Scored across 10 tools
Each tool maps to a unique resource-action pair: accounts list/get, quotes single/batch, orders list/get/place/cancel, transactions list/get. The only similar pair is get_quote vs get_quotes, but the singular/batch distinction is explicit and clear.
Tool names follow a consistent verb_noun pattern: list_* for collections, get_* for single items, and place_/cancel_ for state-changing order actions. This makes the API surface predictable and easy to navigate.
Ten tools is well-scoped for a brokerage server, covering accounts, market quotes, orders, and transactions without redundancy or bloat. Each tool earns its place and the count matches the domain breadth.
Core brokerage workflows are covered: account lookup, quoting, order placement/cancellation, and transaction history. Minor gaps exist, such as order modification/replacement, but the primary agent-facing operations are present and workable.