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MCP server · Finance

Schwab Positions MCP

· github.com/kevinkda/schwab-positions-mcp

Read-only MCP server for Schwab account positions, orders, and transactions. NO trade endpoints exposed by design.

Unclaimed financemcpportfoliopositionsread-onlyschwab
InstallView source
34Low

Scored a month ago · breakdown

About Schwab Positions MCP

Schwab Positions MCP is an MCP server in the Finance category: read-only MCP server for Schwab account positions, orders, and transactions. NO trade endpoints exposed by design.

Install

From source
git clone https://github.com/kevinkda/schwab-positions-mcp

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (9)

get_account_numbersMap plaintext `accountNumber` to encrypted `account_hash` (required by every other tool below).

Parameters not published.

get_account_positionsFetch one account's holdings + balances; persists a positions snapshot to the derived-history cache when caching is enabled.

Parameters not published.

get_account_summaryCompact aggregate: position count, total market value, total P&L, cash, buying power, balances.

Parameters not published.

get_accountsList all linked Schwab accounts. Optional `fields=["positions"]` expands holdings inline.

Parameters not published.

get_order_detailRead one order's full detail by numeric `order_id` (status / legs / fills). Read-only — never places / cancels / replaces.

Parameters not published.

get_orders_historyReturn orders between two timezone-aware datetimes (Schwab caps lookback at 60 days).

Parameters not published.

get_transaction_detailRead one historical transaction's detail by `transaction_id`. Read-only — no money moves.

Parameters not published.

get_transactionsReturn transactions between two ISO dates (TRADE / DIVIDEND_OR_INTEREST / etc).

Parameters not published.

get_user_preferencesReturn the account user-preference settings (default account, nicknames, streamer routing). No args, no cache write.

Parameters not published.

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Questions

About Schwab Positions MCP

How do I install Schwab Positions MCP?

No package has been published for this server, so install it from source: clone the repository and follow its README.

Is Schwab Positions MCP safe to use with an AI agent?

Its trust score is 34 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is Schwab Positions MCP still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.