schwab-mcp

# schwab-mcp MCP server for Charles Schwab brokerage — accounts, trading, and market data for AI agents. Works with Claude Code, Claude Desktop, or any MCP-compatible client. ## Features - **OAuth2 authentication** with automatic token refresh (every 25 min) - **Account management** — balances, positions, preferences with alias support - **Market data** — real-time quotes, price history, option chains, movers - **Full trading** — equity orders, options, bracket orders, OCO, trailing stops - **Safety first** — trading disabled by default, dry-run on all order tools ## Quick Start ### 1. Set credentials ```bash export SCHWAB_CLIENT_ID="your_client_id" export SCHWAB_CLIENT_SECRET="your_client_secret" export SCHWAB_CALLBACK_URL="https://127.0.0.1:8182/callback" ``` ### 2. Install dependencies ```bash cd schwab-mcp bun install ``` ### 3. Authenticate ```bash bun run auth ``` ### 4. Run as MCP server ```bash bun run start ``` ## Claude Code Plugin Install as a Claude Code plugin: ```json { "extraKnownMarketplaces": { "schwab-mcp": { "source": { "source": "github", "repo": "damanijb/schwab-mcp" } } } } ``` ## Claude Desktop Add to `claude_desktop_config.json`: ```json { "mcpServers": { "schwab": { "command": "bun", "args": ["run", "/path/to/schwab-mcp/src/index.ts"], "env": { "SCHWAB_CLIENT_ID": "your_id", "SCHWAB_CLIENT_SECRET": "your_secret", "SCHWAB_CALLBACK_URL": "https://127.0.0.1:8182/callback", "SCHWAB_ENABLE_TRADING": "true" } } } } ``` ## MCP Tools (25) ### Auth (3) | Tool | Description | |------|-------------| | `auth_status` | Check token validity and expiration | | `refresh_token` | Manually refresh access token | | `start_oauth` | Start OAuth2 flow or exchange redirect URL | ### Accounts (4) | Tool | Description | |------|-------------| | `get_account_numbers` | List account numbers and hashes | | `get_accounts` | Balances and info (with alias support) | | `get_positions` | Portfolio holdings with P&L | | `get_user_preferences` | Account preferences | ### Market Data (5) | Tool | Description | |------|-------------| | `get_quotes` | Real-time quotes for stocks/ETFs | | `get_price_history` | OHLCV candles | | `get_option_chain` | Option chain data | | `get_market_hours` | Exchange hours | | `get_movers` | Index top movers | ### Orders & Trading (8) | Tool | Description | |------|-------------| | `get_orders` | List orders (filter by status) | | `get_order` | Get specific order details | | `get_transactions` | Transaction history | | `place_equity_order` | Stock/ETF orders (market, limit, stop) | | `place_option_order` | Single-leg option orders | | `place_bracket_order` | Entry + take-profit + stop-loss | | `place_oco_order` | One-cancels-other pair | | `place_trailing_stop` | Trailing stop orders | | `cancel_order` | Cancel pending order | ### Account Aliases | Alias | Accounts | |-------|----------| | `all` | All 6 accounts | | `damani` / `p1` | brownfam, brownjoint | | `tarina` | tarina-spec, tarina-roth, tarina-ret1, tarina-ret2 | | `p2`-`p5` | Individual Tarina accounts | ## Trading Safety - Trading disabled by default — set `SCHWAB_ENABLE_TRADING=true` - All order tools default to **dry-run** — pass `live: true` to execute - Dry-run returns the full order JSON for review before execution ## Configuration | Env Var | Description | Default | |---------|-------------|---------| | `SCHWAB_CLIENT_ID` | Schwab API client ID | (required) | | `SCHWAB_CLIENT_SECRET` | Schwab API client secret | (required) | | `SCHWAB_CALLBACK_URL` | OAuth callback URL | `https://127.0.0.1:8182/callback` | | `SCHWAB_TOKEN_PATH` | Token storage path | `~/.config/schwab-mcp/tokens.json` | | `SCHWAB_ENABLE_TRADING` | Enable write operations | `false` | Also supports `~/.config/schwab-mcp/config.json` for persistent configuration. ## License MIT