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Schwab MCP Server

A read-only Model Context Protocol server that connects your Schwab brokerage account to LLM applications for portfolio monitoring and market data retrieval.

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// key findings
⚠️
Known vulnerabilities in dependencies: 3 high
Affects packages this MCP installs at runtime. Upgrade or remove the affected dependency.
No credential exfiltration, no sensitive file access, no obfuscation
Static analysis found nothing flowing your secrets to unexpected places.
Open source with a license and README
Anyone can audit the code, the license is declared, and the publisher documents what it does.
🔐
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.
// known CVEs in dependencies3 high

Disclosed vulnerabilities in this server's declared npm dependencies (via OSV). Whether each is reachable depends on the installed versions.

high@modelcontextprotocol/sdk@1.12.1GHSA-345p-7cg4-v4c7

@modelcontextprotocol/sdk has cross-client data leak via shared server/transport instance reuse

high@modelcontextprotocol/sdk@1.12.1GHSA-8r9q-7v3j-jr4g

Anthropic's MCP TypeScript SDK has a ReDoS vulnerability

high@modelcontextprotocol/sdk@1.12.1GHSA-w48q-cv73-mx4w

Model Context Protocol (MCP) TypeScript SDK does not enable DNS rebinding protection by default

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// required environment variables
This server reads these from process.env. You'll be asked to provide them before it can run.
configSCHWAB_BASE_URLbase-url API base URL (default: https://api.schwabapi.com)
configSCHWAB_CALLBACK_URLcallback-url Redirect URL (default: https://127.0.0.1:8182)
configSCHWAB_CLIENT_IDexport =YOUR_APP_KEY
🔐 secretSCHWAB_CLIENT_SECRETexport =YOUR_APP_SECRET
configXDG_DATA_HOMEOn Linux, the environment variable is respected if set. On Windows, files are stored under %APPDATA%\schwab-mcp\.
// 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 5 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/tapojit-schwab-mcp-19s50l)](https://m8ven.ai/mcp/tapojit-schwab-mcp-19s50l)
commit: 1ffb9e1dc06479417f21c66dc338b9a1885e64a0
code hash: 66de64985501ef5fe3e1b5efff8dcc43cede58243fd078f22e285694b188bb98
verified: 6/24/2026, 10:27:45 AM
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