Schwab
Bridges Claude with Schwab API for accessing financial account information, stock quotes, and transaction history through OAuth authentication and nine specialized tools for retrieving financial data.
About
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.
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