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Schwab MCP Server

A read-only MCP server that provides access to Charles Schwab account data and market information, including portfolio positions, real-time quotes, options chains, price history, and account balances through AI assistants.

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// key findings
No credential exfiltration, no sensitive file access, no obfuscation
Static analysis found nothing flowing your secrets to unexpected places.
🔐
You'll be asked for 1 credential: SCHWAB_CLIENT_SECRET
These are read from process.env at runtime. Make sure you trust where they’ll be sent.
// required environment variables
This server reads these from process.env. You'll be asked to provide them before it can run.
configSCHWAB_CALLBACK_URL"": "https://127.0.0.1:8182/callback",
configSCHWAB_TOKEN_PATH~/.schwab-mcp/token.json
configSCHWAB_CLIENT_ID=your_app_key_here
🔐 secretSCHWAB_CLIENT_SECRET=your_app_secret_here
// full audit trail
The full breakdown of what we checked, the deductions that landed, the network hosts, the dependency advisories, and concrete fix guidance is available to verified publishers.
// improvement guidance — verified publishers only
We have 4 concrete improvements we can share with the publisher of this MCP. Each comes with specific guidance to raise the trust score.
// embed badge in your README
[![M8ven Score](https://m8ven.ai/badge/mcp/acidsolution-schwab-mcp-server-4a06uc)](https://m8ven.ai/mcp/acidsolution-schwab-mcp-server-4a06uc)
commit: 030377a35c5badd964d96f8492c46fc36e161e01
code hash: afff61061eaf1efd971c18b1ccce8fadc026984a734a55ade2aefb5961959555
verified: 6/18/2026, 11:44:26 AM
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