Charles Schwab
Access Charles Schwab accounts, trading data, and real-time market information.
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.
Source
Repository: https://github.com/sudowealth/schwab-mcp
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