Charles Schwab
This MCP server provides secure access to Charles Schwab trading accounts and market data through the official Schwab API, built by Daniel Yeoman using TypeScript and deployed on Cloudflare Workers with Durable Objects for state management. It implements OAuth 2.0 with PKCE for authentication and offers trading tools (account management, order operations, transaction history), market data tools (real-time quotes, price history, options chains, market movers), and built-in account privacy protection that scrubs sensitive identifiers. The implementation features enhanced token management with automatic refresh, centralized KV storage for tokens, and enterprise-ready deployment architecture, making it valuable for AI assistants that need to interact with Schwab accounts for portfolio analysis, market research, and trading operations.
Composite of vulnerability cleanliness, spec conformance, provenance, stability, and usage signals — scanned and weighted by Cognium. Human and agent signals are tracked separately. Last scanned 2026-09-19.
Scan details: Circle-IR · 2026-09-19 · Appeal
View full trust & usage report →Metadata
- Version
- 1.0.0
- Skill type
- atomic
- Execution layer
- mcp-remote
- Category
- cloud-infra
- Source
- PulseMCP
- Repository
- github.com/sudowealth/schwab-mcp
- Author type
- human
- Last scanned
- 2026-09-19
- Updated
- 2026-09-19
Use via MCP
Resolve Charles Schwab from your agent
Streamable HTTP transport at https://api.skillsregistry.net/mcp. No auth for read tools. Discovery: .well-known/mcp.json.
One command in your shell — Claude Code wires it up and verifies the connection. Run /mcp in any session to confirm.
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp--scope user for --scope project to commit it to .mcp.json.