schwab-mcp服务器

内容来源：README.md（说明文档） · 原始地址 · 查看安装指南

原始内容

# 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](https://github.com/astral-sh/uv) (recommended) or `pip`
*   A Schwab Developer App Key and Secret (from the [Schwab Developer Portal](https://developer.schwab.com/))

### Installation

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

```bash
# 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.

```bash
# 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.

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

# 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
```

> **Note**: For trading capabilities, you must set up a Discord bot for approvals. See [Discord Setup Guide](https://github.com/jkoelker/schwab-mcp/blob/HEAD/docs/discord-setup.md).

## Configuration

You can configure the server using CLI flags or Environment Variables.

| Flag | Env Variable | Description |
|------|--------------|-------------|
| `--client-id` | `SCHWAB_CLIENT_ID` | **Required**. Schwab App Key. |
| `--client-secret` | `SCHWAB_CLIENT_SECRET` | **Required**. Schwab App Secret. |
| `--callback-url` | `SCHWAB_CALLBACK_URL` | Redirect URL (default: `https://127.0.0.1:8182`). |
| `--token-path` | N/A | Path to save/load token (default: `~/.local/share/...`). |
| `--jesus-take-the-wheel`| N/A | **DANGER**. Bypasses Discord approval for trades. |
| `--no-technical-tools` | N/A | Disables technical analysis tools (SMA, RSI, etc.). |
| `--json` | N/A | Returns JSON instead of formatted text (useful for some agents). Null/empty fields are stripped to reduce token usage. |

### Container Usage

A Docker/Podman image is available at `ghcr.io/jkoelker/schwab-mcp`.

```bash
podman run --rm -it \
  --env SCHWAB_CLIENT_ID=... \
  --env SCHWAB_CLIENT_SECRET=... \
  -v ~/.local/share/schwab-mcp:/schwab-mcp \
  ghcr.io/jkoelker/schwab-mcp:latest server --token-path /schwab-mcp/token.yaml
```

## Available Tools

The server provides a rich set of tools for LLMs.

### 📊 Market Data
| Tool | Description |
|------|-------------|
| `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_price_history_*` | Historical candles (minute, day, week). |

### 💼 Account Info
| Tool | Description |
|------|-------------|
| `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. |

### 💸 Trading (Requires Approval)
Placing an order is two steps: preview it, then place it by ID. Every
`preview_*` tool builds the order and calls Schwab's preview API to return
the projected order details plus a `preview_id`; `place_previewed_order`
then submits that exact previewed order — no re-derivation from parameters,
so the LLM can't hallucinate a different order than what was reviewed.

| Tool | Description |
|------|-------------|
| `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. Stop-loss exit type defaults to `STOP`; pass `loss_type` (`STOP`, `STOP_LIMIT`, or `LIMIT`) for a different exit, plus `loss_limit_price` when `loss_type` is `STOP_LIMIT`; the response's `resolved_leg_types` shows what was actually built. |
| `place_previewed_order` | Place the exact order returned by a `preview_*` call, by `preview_id`. Requires approval. |
| `cancel_order` | Cancel an open order. |

*(See full tool list in `src/schwab_mcp/tools/`)*

## Development

To contribute to this project:

```bash
# Clone and install dependencies
git clone https://github.com/jkoelker/schwab-mcp.git
cd schwab-mcp
uv sync

# Run tests
uv run pytest

# Format and Lint
uv run ruff format . && uv run ruff check .
```

## License

MIT License.

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

# 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

Note: For trading capabilities, you must set up a Discord bot for approvals. See Discord Setup Guide.

Configuration

You can configure the server using CLI flags or Environment Variables.

Flag	Env Variable	Description
`--client-id`	`SCHWAB_CLIENT_ID`	Required. Schwab App Key.
`--client-secret`	`SCHWAB_CLIENT_SECRET`	Required. Schwab App Secret.
`--callback-url`	`SCHWAB_CALLBACK_URL`	Redirect URL (default: `https://127.0.0.1:8182`).
`--token-path`	N/A	Path to save/load token (default: `~/.local/share/...`).
`--jesus-take-the-wheel`	N/A	DANGER. Bypasses Discord approval for trades.
`--no-technical-tools`	N/A	Disables technical analysis tools (SMA, RSI, etc.).
`--json`	N/A	Returns JSON instead of formatted text (useful for some agents). Null/empty fields are stripped to reduce token usage.

Container Usage

A Docker/Podman image is available at ghcr.io/jkoelker/schwab-mcp.

podman run --rm -it \
  --env SCHWAB_CLIENT_ID=... \
  --env SCHWAB_CLIENT_SECRET=... \
  -v ~/.local/share/schwab-mcp:/schwab-mcp \
  ghcr.io/jkoelker/schwab-mcp:latest server --token-path /schwab-mcp/token.yaml

Available Tools

The server provides a rich set of tools for LLMs.

📊 Market Data

Tool	Description
`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_price_history_*`	Historical candles (minute, day, week).

💼 Account Info

Tool	Description
`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.

💸 Trading (Requires Approval)

Placing an order is two steps: preview it, then place it by ID. Every preview_* tool builds the order and calls Schwab's preview API to return the projected order details plus a preview_id; place_previewed_order then submits that exact previewed order — no re-derivation from parameters, so the LLM can't hallucinate a different order than what was reviewed.

Tool	Description
`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. Stop-loss exit type defaults to `STOP`; pass `loss_type` (`STOP`, `STOP_LIMIT`, or `LIMIT`) for a different exit, plus `loss_limit_price` when `loss_type` is `STOP_LIMIT`; the response's `resolved_leg_types` shows what was actually built.
`place_previewed_order`	Place the exact order returned by a `preview_*` call, by `preview_id`. Requires approval.
`cancel_order`	Cancel an open order.

(See full tool list in src/schwab_mcp/tools/)

Development

To contribute to this project:

# Clone and install dependencies
git clone https://github.com/jkoelker/schwab-mcp.git
cd schwab-mcp
uv sync

# Run tests
uv run pytest

# Format and Lint
uv run ruff format . && uv run ruff check .

License

MIT License.