# Charles Schwab

> Use this tool when you need to securely access and manage Charles Schwab trading accounts and market data through a reliable API interface. It solves problems related to portfolio analysis, market research, and trading operations by providing features such as account management, real-time quotes, and transaction history. The tool accepts authentication credentials as input and outputs trading and market data, making it ideal for AI assistants that require seamless integration with Schwab accounts.

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

## Description

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.

## Trust

- **Trust score (0–1):** 0.98
- **Verification tier:** verified
- **Last scanned:** 2026-09-19

## Facts

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

## Source

- **Source listing:** [PulseMCP](https://www.pulsemcp.com/servers/sudowealth-schwab)
- **Repository:** <https://github.com/sudowealth/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": "sudowealth-schwab"
    }
  }
}
```

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