"Charles" matching MCP servers:

A local MCP server that exposes the Charles Schwab Individual Trader API (accounts, quotes, orders, transactions) as MCP tools.

MCP 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.

A 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.

Exposes Charles Schwab brokerage data to AI assistants via MCP, enabling natural language queries about positions, option chains, account balances, and trade audits with Lightning micropayment monetization.

Trade Agent

Enables AI assistants to securely interact with Charles Schwab accounts through OAuth authentication, providing access to account balances, real-time market quotes, options chains, transaction history, order management, and comprehensive market data.

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.

An MCP server that connects to the Charles Schwab brokerage API to enable account management, market data retrieval, and secure order execution. It includes a Claude Code plugin with specialized skills for optimized tool selection and safety-focused confirmation patterns for trading.