Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type @ followed by the MCP server name and your instructions, e.g., "@schwab-mcp show me my current positions and their market value"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
A local MCP server (stdio) for accessing Charles Schwab account information from an AI client: positions, transaction history, and option chains. Everything runs on your machine: no incoming sockets, and credentials that never leave your computer.
This is an independent, unofficial project. It is not affiliated with, endorsed by, or sponsored by Charles Schwab & Co., Inc. "Schwab" and related marks belong to their respective owners.
Read-only by design: the exposed tools only read positions, transaction history, and option chains — no order placement or any other write operation.
You are responsible for complying with the Schwab developer program terms and API policies that govern your own application keys.
No warranty: the software is provided "as is" (see LICENSE). Nothing here is financial, investment, tax, or legal advice.
Related MCP server: Schwab MCP Server
Topic | Where |
Installation and setup | |
Usage, authorization, and troubleshooting | |
Tools reference for AI agents | |
Change history |
uv sync # set up the environment
uv run pytest # full test suite
uv run schwab-mcp auth # interactive authorization
uv run schwab-mcp serve # MCP server over stdio
uv run schwab-mcp auth-status # local credential diagnostics
uv run schwab-mcp renew # explicit renewalSchwab credentials and tokens live only in
~/.schwab-mcp/tokens.db (configurable), never in logs, outputs, or
the repository. The project constitution governs all changes:
.specify/memory/constitution.md.
This server cannot be deployed
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