Schwab Server

A read-only Model Context Protocol server that connects your Schwab brokerage account to LLM-based applications (Claude Desktop, Claude Code, or other MCP clients) for portfolio monitoring and market data retrieval.

Fork Notice: This project is forked from jkoelker/schwab-mcp and is a complete rewrite in TypeScript. The original project is a Python-based MCP server with trading capabilities and Discord approval workflows. This rewrite strips all trading functionality and focuses exclusively on read-only portfolio monitoring and market analysis.

Security: Following the principle of least privilege, all trading, options placement, and order management capabilities have been intentionally removed from this fork. This server is designed exclusively as a read-only portfolio data source — no orders can be placed, modified, or cancelled. Rather than gating trades behind approval workflows, the trading code has been eliminated entirely, so even if an LLM agent is prompt-injected or behaves unexpectedly, it cannot execute trades or modify your account. If you need trading capabilities, see the original project at jkoelker/schwab-mcp.

Features

• Market Data: Real-time quotes, price history (multiple timeframes), market hours, movers, and instrument search.
• Account Info: Balances, positions, transactions, and order history (read-only).
• Technical Analysis: Optional indicators (SMA, EMA, RSI, MACD, Bollinger Bands, VWAP, ATR, ADX, and more) powered by technicalindicators.
• LLM Integration: Built for agentic AI workflows via the MCP protocol.

Quick Start

Prerequisites

• Node.js v18+ (or Bun v1.0+ for development)
• A Schwab brokerage account
• A Schwab Developer App Key (client ID) and Secret (client secret)

Obtaining Schwab API Credentials

1. Go to the Schwab Developer Portal and sign in (or create an account).
2. Navigate to Dashboard → Apps → Create App.
3. Fill in the app details. Set the callback URL to https://127.0.0.1:8182 (the default used by this server).
4. Once approved, your app page will display the App Key (this is your client ID) and Secret (this is your client secret).

Note: Schwab may take 1–2 business days to approve new apps. The callback URL you register must match the --callback-url flag (default: https://127.0.0.1:8182).

Installation

Using npx (recommended)

No installation required — run directly via npx:

npx github:Tapojit/schwab-mcp server

From source

git clone https://github.com/Tapojit/schwab-mcp.git
cd schwab-mcp
npm install
npm run build

Save Credentials

Store your App Key and Secret locally so you don't need to pass them every time:

schwab-mcp save-credentials --client-id YOUR_APP_KEY --client-secret YOUR_APP_SECRET

Or set environment variables:

export SCHWAB_CLIENT_ID=YOUR_APP_KEY
export SCHWAB_CLIENT_SECRET=YOUR_APP_SECRET

Authentication

Generate an OAuth token by logging in to Schwab:

schwab-mcp auth

This opens a browser for Schwab OAuth. A local HTTPS callback server captures the authorization code and exchanges it for access and refresh tokens.

Note: Your browser will warn about an invalid certificate — this is expected. The callback server uses a self-signed TLS certificate for localhost.

File Storage Paths

All files are stored in a platform-specific data directory with restricted permissions (0o600 for files, 0o700 for directories):

File	macOS	Linux
OAuth token	~/Library/Application Support/schwab-mcp/token.json	~/.local/share/schwab-mcp/token.json
Credentials	~/Library/Application Support/schwab-mcp/credentials.json	~/.local/share/schwab-mcp/credentials.json

On Linux, the XDG_DATA_HOME environment variable is respected if set. On Windows, files are stored under %APPDATA%\schwab-mcp\.

You can override the token path with --token-path <path>.

Token expiry: Schwab access tokens expire after 30 minutes and refresh tokens after 7 days. The server automatically refreshes tokens in the background every 25 minutes. If the refresh token expires (after 7 days of inactivity), the server will notify connected clients and you'll need to re-authenticate with schwab-mcp auth.

Running the Server

schwab-mcp server

Programmatic Usage

This package exports its core modules for use as a library:

import { SchwabMCPServer } from "schwab-mcp/server";
import { SchwabClient } from "schwab-mcp/client";
import { TokenManager } from "schwab-mcp/tokens";
import type { OAuthToken, Candle } from "schwab-mcp/types";

Configuration

Flag	Env Variable	Description
--client-id	SCHWAB_CLIENT_ID	Schwab App Key
--client-secret	SCHWAB_CLIENT_SECRET	Schwab App Secret
--callback-url	SCHWAB_CALLBACK_URL	Redirect URL (default: https://127.0.0.1:8182)
--base-url	SCHWAB_BASE_URL	API base URL (default: https://api.schwabapi.com)
--token-path	—	Path to token file (default: platform-specific, see above)
--no-technical-tools	—	Disable technical analysis tools

Available Tools (35 total)

Utilities (4)

Tool	Description
get_datetime	Current datetime in Eastern Time
get_market_hours	Market open/close times for a given date
get_movers	Top 10 movers for an index (DJI, SPX, NASDAQ, etc.)
get_instruments	Search instruments by symbol or description

Account Info (6)

Tool	Description
get_account_numbers	Account ID to hash mapping
get_accounts	Balances for all linked accounts
get_accounts_with_positions	Balances + positions for all accounts
get_account	Balance for a specific account
get_account_with_positions	Balance + positions for a specific account
get_user_preferences	User display/notification preferences

Market Data (9)

Tool	Description
get_quotes	Real-time quotes for symbols
get_advanced_price_history	Price history with custom period/frequency
get_price_history_every_minute	1-minute OHLCV candles
get_price_history_every_five_minutes	5-minute OHLCV candles
get_price_history_every_ten_minutes	10-minute OHLCV candles
get_price_history_every_fifteen_minutes	15-minute OHLCV candles
get_price_history_every_thirty_minutes	30-minute OHLCV candles
get_price_history_every_day	Daily OHLCV candles
get_price_history_every_week	Weekly OHLCV candles

Orders & Transactions (4, read-only)

Tool	Description
get_order	Details for a specific order
get_orders	Order history with status/date filters
get_transactions	Transaction history (trades, dividends, etc.)
get_transaction	Details for a specific transaction

Technical Analysis (12, optional)

Tool	Description
sma	Simple Moving Average
ema	Exponential Moving Average
rsi	Relative Strength Index
stoch	Stochastic Oscillator (%K, %D)
macd	Moving Average Convergence Divergence
atr	Average True Range
adx	Average Directional Index
vwap	Volume Weighted Average Price
pivot_points	Pivot point support/resistance levels
bollinger_bands	Bollinger Bands
historical_volatility	Historical volatility statistics
expected_move	Option-priced expected move (±1 SD)

Disable with --no-technical-tools if not needed.

OpenAPI Specifications

Official Schwab API specs are included in docs/openapi/ for reference:

• trader-api.json — Accounts, Orders, Transactions, User Preferences
• market-data-api.json — Quotes, Option Chains, Price History, Movers, Market Hours, Instruments

MCP Client Configuration

Add this to your MCP client config (e.g., Claude Desktop claude_desktop_config.json or Claude Code settings.json):

Using npx (recommended)

{
  "mcpServers": {
    "schwab": {
      "command": "npx",
      "args": ["-y", "github:Tapojit/schwab-mcp", "server"]
    }
  }
}

Using a local clone

{
  "mcpServers": {
    "schwab": {
      "command": "node",
      "args": [
        "/path/to/schwab-mcp/dist/index.js",
        "server"
      ]
    }
  }
}

Important: Use full absolute paths for local clones. A bare "node" may not resolve in the MCP client's environment — use the full path (e.g., /usr/local/bin/node) if needed.

Development

git clone https://github.com/Tapojit/schwab-mcp.git
cd schwab-mcp
npm install

# Build
npm run build

# Run tests (requires Bun)
bun test

# Type check
npx tsc --noEmit

MCP Inspector

Test the server interactively with the MCP Inspector:

npx @modelcontextprotocol/inspector node dist/index.js server

Acknowledgments

This project is a fork of jkoelker/schwab-mcp, originally a Python-based MCP server for Schwab brokerage integration. This version is a complete rewrite using:

• TypeScript with strict typing (replacing Python type hints)
• Node.js as the runtime (replacing Python)
• Read-only design — all trading, order placement, and Discord approval workflows have been removed
• @modelcontextprotocol/sdk for MCP protocol integration
• technicalindicators for technical analysis (replacing custom Python implementations)

License

MIT