Charles Schwab
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
What is Charles Schwab?
Charles Schwab is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to 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 f...
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
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- An MCP server that connects to the Charles Schwab brokerage
Use Cases
Maintainer
Works with
Installation
NPM
npx -y schwabManual Installation
npx -y schwabConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Charles Schwab
What is Charles Schwab?
Charles Schwab is a Model Context Protocol (MCP) server that 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 It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Charles Schwab?
Install via npm with the command: npx -y schwab. Then add the server configuration to your AI client's JSON config file (e.g., claude_desktop_config.json or .cursor/mcp.json).
Which AI clients work with Charles Schwab?
Charles Schwab works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Charles Schwab free to use?
Yes, Charles Schwab is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up Charles Schwab in Your Editor
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Quick Config Preview
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