The Schwab Model Context Protocol (MCP) Server connects your Schwab account to LLM-based applications (like Claude Desktop or other MCP clients), allowing them to retrieve market data, check account…
schwab-mcp is an MCP project maintained in the jkoelker/schwab-mcp repository. The maintainer describes its purpose as “The Schwab Model Context Protocol (MCP) Server connects your Schwab account to LLM-based applications (like Claude Desktop or other MCP clients), allowing them to retrieve…”. Read the project documentation for the complete scope.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| get_quotes | Real-time quotes for symbols. |
| get_market_hours | Market open/close times. |
| get_movers | Top gainers/losers for an index. |
| get_option_chain | Standard option chain data. |
| get_price_history_ | Historical candles (minute, day, week). |
| get_accounts | List linked accounts (pass include_positions=True for holdings). |
| get_account | Balances for one account by hash (pass include_positions=True for holdings). |
| get_transactions | History of trades and transfers. |
| get_orders | Status of open and filled orders. |
| preview_equity_order | Preview a stock/ETF buy or sell. |
| preview_option_order | Preview an option contract buy or sell. |
| preview_bracket_order | Preview an entry + take-profit + stop-loss order. Stop-loss exit type defaults to STOP; pass loss_type (STOP, STOP_LIMIT, or LIMIT) for a different exit… |
| preview_replacement_order | Preview a complete single-leg replacement for an existing order. |
| place_previewed_order | Place the exact order returned by a preview_ call, by preview_id. Requires approval. |
| replace_previewed_order | Replace the exact order bound to a replacement preview. Requires approval. |
| cancel_order | Cancel an open order. |
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