MCPVault

getTransactions

MCP tool from Schwab MCP by sudowealth

Retrieve transaction history across all accounts with

How to use it

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

Install Schwab MCP

$npx wrangler login
FULL SCHWAB MCP LISTING

Other tools in Schwab MCP (18)

cancelOrder

Cancel an order (Experimental)

getAccountNumbers

Get list of account identifiers

getAccounts

Retrieve all account information with positions and balances

getMarketHours

Check market operating hours by date

getMarketHoursByMarketId

Get specific market information

getMovers

Find top market movers by index ($SPX, $COMPX, $DJI)

getOptionChain

Retrieve full options chain data with Greeks

getOptionExpirationChain

Get option expiration dates

getOrder

Get order by ID

getOrders

Fetch orders with filtering by status, time range, and symbol

getOrdersByAccountNumber

Get orders by account number

getPriceHistory

Get historical price data with customizable periods and

getQuoteBySymbolId

Get detailed quote for a single symbol

getQuotes

Get real-time quotes for multiple symbols

getUserPreference

Retrieve user trading preferences and settings

placeOrder

Place an order (Experimental)

replaceOrder

Replace an order (Experimental)

searchInstruments

Search for securities by symbol with