Schwab MCP

v1.0.0Finance & Fintechstable

A server that implements the Model Context Protocol for Schwab API, allowing access to account information, positions, stock quotes, and order/transaction history designed for integration with Large Language Models.

schwab-model-context-protocol-servermcpai-integration
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What is Schwab MCP?

Schwab MCP is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to server that implements the model context protocol for schwab api, allowing access to account information, positions, stock quotes, and order/transaction history designed for integration with large lan...

A server that implements the Model Context Protocol for Schwab API, allowing access to account information, positions, stock quotes, and order/transaction history designed for integration with Large Language Models.

This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.

Features

  • A server that implements the Model Context Protocol for Schw

Use Cases

Access account information
Get stock quotes
jkoelker

Maintainer

LicenseMIT License
Languagetypescript
Versionv1.0.0
UpdatedN/A
Statushealthy
Maintenanceactive

Works with

ClaudeOpenAIwindowsmacoslinux

Installation

Manual Installation

npx schwab-model-context-protocol-server

Configuration

Configuration Details

Config File

claude_desktop_config.json

Performance

Response Metrics

Response Time< 200ms
ThroughputMedium

Resource Usage

Memory UsageLow
CPU UsageLow

Frequently Asked Questions about Schwab MCP

What is Schwab MCP?

Schwab MCP is a Model Context Protocol (MCP) server that server that implements the model context protocol for schwab api, allowing access to account information, positions, stock quotes, and order/transaction history designed for integration with large language models. It connects AI assistants to external tools and data sources through a standardized interface.

How do I install Schwab MCP?

Follow the installation instructions on the Schwab MCP GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.

Which AI clients work with Schwab MCP?

Schwab MCP works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.

Is Schwab MCP free to use?

Yes, Schwab MCP is open source and available under the MIT License license. You can use it freely in both personal and commercial projects.

Browse More Finance & Fintech MCP Servers

Explore all finance & fintech servers available in the MCPgee directory. Each server includes setup guides for Claude, Cursor, and VS Code.

Quick Config Preview

{ "mcpServers": { "schwab-model-context-protocol-server": { "command": "npx", "args": ["-y", "schwab-model-context-protocol-server"] } } }

Add this to your claude_desktop_config.json or .cursor/mcp.json

Read the full setup guide →

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