Schwab
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.
What is Schwab?
Schwab is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to 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...
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.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- Enables AI assistants to securely interact with Charles Schw
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx schwab-mcp-serverConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
Frequently Asked Questions about Schwab
What is Schwab?
Schwab is a Model Context Protocol (MCP) server that 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. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install Schwab?
Follow the installation instructions on the Schwab GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with Schwab?
Schwab works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is Schwab free to use?
Yes, Schwab is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.
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Set Up Schwab in Your Editor
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Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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