How do I connect Schwab MCP Server to Claude?

The listing records `uv tool install git+https://github.com/jkoelker/schwab-mcp.git` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop as compatible clients.

Is Schwab MCP Server free?

The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.

What can Schwab MCP Server do?

Schwab MCP Server documents 14 tools to the agent, including cancel_order, get_account, get_accounts. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.

Schwab MCP

Unclaimed

by jkoelker

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Install

$uv tool install git+https://github.com/jkoelker/schwab-mcp.git

Set up this server

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This server needs project-specific setup. Follow the project instructions; no reusable public launch command is available yet.

Project instructions

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Security profile

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14 of 14 tools

Documented tools (14)

From project documentation. A server handshake does not verify each tool’s description or behavior.

cancel_order

Cancel an open order.

get_account

Balances for one account by hash (pass includepositions=True for holdings).

get_accounts

List linked accounts (pass includepositions=True for holdings).

get_market_hours

Market open/close times.

get_movers

Top gainers/losers for an index.

get_option_chain

Standard option chain data.

get_orders

Status of open and filled orders.

get_price_history_

Historical candles (minute, day, week).

get_quotes

Real-time quotes for symbols.

get_transactions

History of trades and transfers.

place_previewed_order

Place the exact order returned by a preview call, by previewid. Requires approval.

preview_bracket_order

Preview an entry + take-profit + stop-loss order. Stop-loss exit type defaults to STOP; pass losstype (STOP, STOPLIMIT, or LIMIT) for a different exit, plus losslimitprice when losstype is STOPLIMIT; the response's resolvedlegtypes shows what was actually built.

preview_equity_order

Preview a stock/ETF buy or sell.

preview_option_order

Preview an option contract buy or sell.

Tool change history

Compared across complete checks of the same configuration. Tools were listed, not invoked. Input-schema changes are not measured here.

No complete tool checks yet.

FAQ

Questions about Schwab MCP Server

How do I connect Schwab MCP Server to Claude?: The listing records `uv tool install git+https://github.com/jkoelker/schwab-mcp.git` as its setup step. Run it, then follow the repository's instructions for the client configuration; the listing names Claude Desktop as compatible clients.
Is Schwab MCP Server free?: The listed licence is MIT. Check the upstream terms for permitted use and commercial requirements; a public repository does not by itself mean the software is free or open source. Connected APIs and hosted services may have separate charges.
What can Schwab MCP Server do?: Schwab MCP Server documents 14 tools to the agent, including cancel_order, get_account, get_accounts. The descriptions above come from project documentation. A live handshake does not test individual tool behavior.