get_account

MCP tool from Schwab MCP by jkoelker

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

How to use it

get_account is exposed by the Schwab MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), and the get_account tool becomes available to the model automatically. See the full listing for setup details and every tool this server provides.

Install Schwab MCP

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

FULL SCHWAB MCP LISTING

Other tools in Schwab MCP (13)

cancel_order

Cancel an open order.

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.