get_transactions

MCP tool from Schwab MCP by jkoelker

History of trades and transfers.

How to use it

Project documentation lists get_transactions for the Schwab MCP MCP server. Add the server to your MCP client (Claude Desktop, Cursor, Windsurf and others), then check which tools your installed version makes available. Tool availability can depend on configuration and credentials. A server handshake does not verify this tool’s behavior. See the full listing for setup details.

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_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.

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.