Claude Desktop
Desktop · Freemium · Proprietary
Anthropic's official Claude AI desktop application. Supports MCP servers to extend functionality.
WindowsMacOS
Schwab
jkoelker/schwab-mcp
The Schwab Model Context Protocol (MCP) Server connects your Schwab account to LLM-based applications (like Claude Desktop or other MCP clients), allowing them to retrieve market data, check account status, and (optionally) place orders under your supervision.
Install
pip install git+https://github.com/jkoelker/schwab-mcp.git- GitHub stars
- 2
- Author
- @jkoelker
- Category
- Finance, Developer Tools
- License
- MIT
- Updated
- Oct 6, 2026
Features
Market Data: Real-time quotes, price history, option chains, and market movers.
Account Management: View balances, positions, and transactions.
Trading: comprehensive support for equities and options, including complex strategies (OCO, Bracket).
Safety First: Critical actions (like trading) are gated behind a Discord approval workflow by default.
LLM Integration: Designed specifically for Agentic AI workflows.
Tools (15)
get_quotes
Real-time quotes for symbols.
get_market_hours
Market open/close times.
get_movers
Top gainers/losers for an index.
get_option_chain
Standard option chain data.
get_accounts
List linked accounts (pass include_positions=True for holdings).
get_account
Balances for one account by hash (pass include_positions=True for holdings).
get_transactions
History of trades and transfers.
get_orders
Status of open and filled orders.
preview_equity_order
Preview a stock/ETF buy or sell.
preview_option_order
Preview an option contract buy or sell.
preview_bracket_order
Preview an entry + take-profit + stop-loss order.
preview_replacement_order
Preview a complete single-leg replacement for an existing order.
place_previewed_order
Place the exact order returned by a preview_* call, by preview_id.
replace_previewed_order
Replace the exact order bound to a replacement preview.
cancel_order
Cancel an open order.
Details on this page are taken from the project's README. Open README
Supported clients
Clients mentioned in this server's README:
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