Schwab Model Context Protocol (MCP) Server는 Schwab 계정을 LLM 기반 애플리케이션(클래드 데스크톱 또는 기타 MCP 클라이언트와 같은)에 연결하여 마켓 데이터를 검색하고, 계정 상태를 확인하고, (선택) 귀하의 감독하에 주문합니다.

특징

• Market Data: 실시간 견적, 가격 내역, 옵션 체인 및 시장 이동.
• Account Management: 균형, 위치, 거래 보기.
• Trading: 복잡한 전략(OCO, 브래킷)을 포함한 주식 및 옵션에 대한 종합적인 지원.
• Safety First: 긴 행동(거래와 같은)은 Discord 승인 워크플로우를 기본으로 합니다.
• **LLM 통합 **: Agentic AI 워크플로우에 특히 설계.

빠른 시작

# 필수품

• Python 3.10 이상
• uv (권장) 또는 pip
• Schwab 개발자 앱 키 및 비밀 (Schwab Developer Portal에서)

설치

대부분의 사용자를 위해, uv tool 또는 pip]를 통해 설치:

인증

서버를 실행하기 전에, 토큰 파일을 생성하기 위해 Schwab과 인증해야합니다.

Schwab에 로그인하려면 브라우저 창을 엽니다. 완료되면 토큰은 `~/로 저장됩니다.

Schwab Model Context Protocol Server

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.

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.

Quick Start

Prerequisites

• Python 3.10 or higher
• uv (recommended) or pip
• A Schwab Developer App Key and Secret (from the Schwab Developer Portal)

Installation

For most users, installing via uv tool or pip is easiest:

# Using uv (recommended for isolation)
uv tool install git+https://github.com/jkoelker/schwab-mcp.git

# Using pip
pip install git+https://github.com/jkoelker/schwab-mcp.git

Authentication

Before running the server, you must authenticate with Schwab to generate a token file.

# If installed via uv tool
schwab-mcp auth --client-id YOUR_KEY --client-secret YOUR_SECRET --callback-url https://127.0.0.1:8182

# If running from source
uv run schwab-mcp auth --client-id YOUR_KEY --client-secret YOUR_SECRET --callback-url https://127.0.0.1:8182

This will open a browser window for you to log in to Schwab. Once complete, a token will be saved to ~/.local/share/schwab-mcp/token.yaml.

Running the Server

Start the MCP server to expose the tools to your MCP client.

# Basic Read-Only Mode (Safest)
schwab-mcp server --client-id YOUR_KEY --client-secret YOUR_SECRET

# Streamable HTTP (for reverse proxies / remote MCP connectors)
schwab-mcp server --client-id YOUR_KEY --client-secret YOUR_SECRET \
  --http --host 127.0.0.1 --port 8000

# With Trading Enabled (Requires Discord Approval)
schwab-mcp server \
  --client-id YOUR_KEY \
  --client-secret YOUR_SECRET \
  --discord-token BOT_TOKEN \
  --discord-channel-id CHANNEL_ID \
  --discord-approver YOUR_USER_ID

# Or approve over Signal instead (requires a local bbernhard/signal-cli-rest-api
# daemon running in MODE=json-rpc or json-rpc-native; other modes cannot
# stream replies and silently consume them)
schwab-mcp server \
  --client-id YOUR_KEY \
  --client-secret YOUR_SECRET \
  --signal-account +15555550100 \
  --signal-approver +15555550199

Default transport is stdio (Claude Desktop and most local MCP clients). Use --http for FastMCP streamable-http when fronting the server with a gateway or remote connector (MCP endpoint is /mcp on the bound host:port).