# Schwab Model Context Protocol Server This is a server that implements the Model Context Protocol (MCP) for the Schwab API using [schwab-py](https://github.com/alexgolec/schwab-py) and the MCP [python-sdk](https://github.com/modelcontextprotocol/python-sdk). ## Features - Expose Schwab API functionality through Model Context Protocol - Get account information and positions - Retrieve stock quotes and price history - Get market information and movers - Fetch option chains and expiration data - Access order and transaction history - Modify account state with special tools (requires \`--jesus-take-the-wheel\` flag) - Designed to integrate with Large Language Models (LLMs) ## Installation \`\`\`bash # Install with all dependencies uv add -e . # Install development dependencies uv add -e .[dev] \`\`\` ## Usage ### Authentication The first step is to authenticate with the Schwab API and generate a token: \`\`\`bash # Authenticate and generate a token uv run schwab-mcp auth --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL \`\`\` You can set these credentials through environment variables to avoid typing them each time: - \`SCHWAB_CLIENT_ID\` - \`SCHWAB_CLIENT_SECRET\` - \`SCHWAB_CALLBACK_URL\` (defaults to https://127.0.0.1:8182) By default, the token is saved to \`~/.local/share/schwab-mcp/token.yaml\` (platform-specific). You can specify a different path: \`\`\`bash uv run schwab-mcp auth --token-path /path/to/token.yaml \`\`\` Both yaml and json token formats are supported and will be inferred from the file extension. ### Running the Server After authentication, you can run the server: \`\`\`bash # Run the server with default token path uv run schwab-mcp server --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL # Run with a custom token path uv run schwab-mcp server --token-path /path/to/token.json --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL # Run with account modification tools enabled uv run schwab-mcp server --jesus-take-the-wheel --client-id YOUR_CLIENT_ID --client-secret YOUR_CLIENT_SECRET --callback-url YOUR_CALLBACK_URL \`\`\` Token age is validated - if older than 5 days, you will be prompted to re-authenticate. > **WARNING**: Using the \`--jesus-take-the-wheel\` flag enables tools that can modify your account state. Use with caution as this allows LLMs to cancel orders and potentially perform other actions that change account state. ## Available Tools The server exposes the following MCP tools: ### Date and Market Information 1. \`get_datetime\` - Get the current datetime in ISO format 2. \`get_market_hours\` - Get market hours for a specific market 3. \`get_movers\` - Get movers for a specific index 4. \`get_instruments\` - Search for instruments with a specific symbol ### Account Information 5. \`get_account_numbers\` - Get mapping of account IDs to account hashes 6. \`get_accounts\` - Get information for all linked Schwab accounts 7. \`get_accounts_with_positions\` - Get accounts with position information 8. \`get_account\` - Get information for a specific account 9. \`get_account_with_positions\` - Get specific account with position information 10. \`get_user_preferences\` - Get user preferences for all accounts including nicknames ### Orders 11. \`get_order\` - Get details for a specific order 12. \`get_orders\` - Get orders for a specific account ### Quotes 13. \`get_quotes\` - Get quotes for specified symbols ### Price History 14. \`get_advanced_price_history\` - Get advanced price history for a specific symbol 15. \`get_price_history_every_minute\` - Get price history with minute frequency 16. \`get_price_history_every_five_minutes\` - Get price history with five minute frequency 17. \`get_price_history_every_ten_minutes\` - Get price history with ten minute frequency 18. \`get_price_history_every_fifteen_minutes\` - Get price history with fifteen minute frequency 19. \`get_price_history_every_thirty_minutes\` - Get price history with thirty minute frequency 20. \`get_price_history_every_day\` - Get price history with daily frequency 21. \`get_price_history_every_week\` - Get price history with weekly frequency ### Options 22. \`get_option_chain\` - Get option chain for a specific symbol 23. \`get_advanced_option_chain\` - Get advanced option chain for a specific symbol 24. \`get_option_expiration_chain\` - Get option expiration information for a symbol ### Transactions 25. \`get_transactions\` - Get transactions for a specific account 26. \`get_transaction\` - Get details for a specific transaction ### Account Modification Tools (Requires \`--jesus-take-the-wheel\` flag) 27. \`cancel_order\` - Cancel a specific order ## Security Warning The \`--jesus-take-the-wheel\` flag enables LLMs to perform actions that can modify your account state, including: - Canceling orders - Other actions that may have financial implications (more tools to be added in future releases) Only use this flag in controlled environments and understand the risks involved. ## Development \`\`\`bash # Type check uv run pyright # Format code uv run ruff format . # Lint uv run ruff check . # Run tests uv run pytest \`\`\` ## License This project is available under the MIT License.