# Schwab

> Use this tool when you need to access financial account information, stock quotes, and transaction history within conversations. It solves problems for financial advisors and investors by providing a bridge to the Schwab API, allowing them to retrieve account details, positions, and quotes without leaving their conversation interface. The tool takes OAuth tokens as input and outputs relevant financial data, making it ideal for use cases that require seamless integration with Schwab services.

Canonical page: https://skillsregistry.net/skills/jkoelker-schwab  
JSON: https://api.skillsregistry.net/v1/skills/jkoelker-schwab

## Description

Schwab MCP Server provides a bridge between Claude and the Schwab API, enabling access to financial account information, stock quotes, and transaction history directly within conversations. Built by jkoelker, it authenticates with Schwab using OAuth tokens and exposes nine tools for retrieving account details, positions, user preferences, quotes, orders, and transactions. The server runs on stdio transport, making it compatible with Claude Desktop integration, and includes robust error handling for authentication and API failures. Particularly valuable for financial advisors and investors who need to access Schwab account information without leaving their conversation interface.

## Trust

- **Trust score (0–1):** 0.72
- **Verification tier:** scanned
- **Last scanned:** 2026-09-19

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** security
- **Updated:** 2026-09-19

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/jkoelker-schwab)
- **Repository:** <https://github.com/jkoelker/schwab-mcp>

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "jkoelker-schwab"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/jkoelker-schwab` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/jkoelker-schwab/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt