Schwab MCP Server (Tapojit/schwab-mcp) is an MCP server listed on the M8ven Trust Index. It scores 56 out of 100, grade D. It declares 28 tools. No publisher has claimed this listing.

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D
Caution
56/100

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.

→ Tapojit/schwab-mcp· listed on glama

Caution. Specific findings reduced this grade. They are listed on the page. Grades reflect the full trust pyramid: code, verification depth, and reputation. New projects cap at C until adoption is earned.

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Who stands behind it

Tapojit

Source: Glama

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Install from

Glamanot scored here

The grade above is for the source repository. Registries can serve a different version, so we mark the ones we were not able to read.

// 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.
// tools this server exposes28 tools

These names and descriptions are the publisher's own, read from the source code. We print them as written. Our assessment is the findings above, not this list.

get_account_numbers

Returns mapping of account IDs to account hashes. Hashes required for account-specific calls. Use first.

get_accounts

Returns balances/info for all linked accounts (funds, cash, margin). Does not return hashes; use get_account_numbers first.

get_accounts_with_positions

Returns balances, info, and positions (holdings, cost, gain/loss) for all linked accounts. Does not return hashes; use get_account_numbers first.

get_account

Returns balance/info for a specific account via account_hash (from get_account_numbers). Includes funds, cash, margin info.

get_account_with_positions

Returns balance, info, and positions for a specific account via account_hash. Includes holdings, quantity, cost basis, unrealized gain/loss.

get_user_preferences

Returns user preferences (nicknames, display settings, notifications) for all linked accounts.

get_advanced_price_history

Get price history with advanced period/frequency options. Specify period/frequency OR start/end datetimes. Period types: DAY, MONTH, YEAR, YTD. Frequency types: MINUTE, DAILY, WEEKLY, MONTHLY.

get_datetime

Get the current datetime in ISO format with Eastern Time offset and abbreviation.

get_market_hours

Get market hours for specified markets (EQUITY, OPTION, BOND, FUTURE, FOREX) on a given date (YYYY-MM-DD, default today).

get_movers

Get top 10 movers for an index/market (e.g., DJI, SPX, NASDAQ). Params: index, sort (VOLUME/TRADES/PERCENT_CHANGE_UP/DOWN), frequency (min % change: 0/1/5/10/30/60).

get_instruments

Search for instruments by symbol or description. Params: symbol (search term), projection (SYMBOL_SEARCH/SYMBOL_REGEX/DESCRIPTION_SEARCH/DESCRIPTION_REGEX/SEARCH/FUNDAMENTAL, default symbol-search).

get_order

Returns details for a specific order (ID, status, price, quantity, execution details). Params: account_hash, order_id.

get_orders

Returns order history for an account. Filter by date range (max 60 days past) and status. Status options: AWAITING_PARENT_ORDER, AWAITING_CONDITION, AWAITING_STOP_CONDITION, WORKING, FILLED, CANCELED, EXPIRED, etc. Use tomorrow's date as to_date for today's orders.

get_quotes

Returns current market quotes for specified symbols (stocks, ETFs, indices, options). Params: symbols (comma-separated), fields (QUOTE/FUNDAMENTAL/EXTENDED/REFERENCE/REGULAR), indicative (bool).

sma

Calculate Simple Moving Average for a symbol. Returns array of SMA values.

ema

Calculate Exponential Moving Average for a symbol. Returns array of EMA values.

rsi

Calculate Relative Strength Index for a symbol. Returns array of RSI values (0-100).

stoch

Calculate Stochastic Oscillator for a symbol. Returns arrays of %K and %D values.

macd

Calculate MACD (Moving Average Convergence Divergence) for a symbol.

adx

Calculate Average Directional Index for a symbol. Measures trend strength (0-100).

bollinger_bands

Calculate Bollinger Bands for a symbol. Returns upper, middle, lower bands and bandwidth.

pivot_points

Calculate Pivot Points for a symbol using the most recent candle's high, low, close.

vwap

Calculate Volume Weighted Average Price for a symbol.

atr

Calculate Average True Range for a symbol. Measures volatility.

historical_volatility

Calculate Historical Volatility (annualized standard deviation of returns) for a symbol.

expected_move

Calculate Expected Move for a symbol based on ATR or historical volatility.

get_transactions

Get transaction history (trades, deposits, dividends, etc.) for an account. Filter by date range (max 60 days past), type, symbol. Types: TRADE, DIVIDEND_OR_INTEREST, ACH_RECEIPT, ACH_DISBURSEMENT, etc.

get_transaction

Get detailed info for a specific transaction by ID. Params: account_hash, transaction_id.

// 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

Depend on this server? Get alerted when its CVEs change.Watch this server free →
// environment variables
To run this server yourself, you supply these values. They go in your own MCP client configuration and stay on your machine. The secret label means the value is sensitive, not that the server mishandles it.
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\.
// quality suggestions

Tool annotations

No tools have read-only/destructive annotations

Add readOnlyHint or destructiveHint annotations to every tool so hosts can warn users before invoking.

All four hints declared on every tool

28/28 tools missing one or more hints — get_account_numbers (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); get_accounts (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); get_accounts_with_positions (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint), +25 more. OpenAI's directory rejects tools where any of the four hints are missing or non-boolean.

For every tool, set all four hints (readOnlyHint, destructiveHint, idempotentHint, openWorldHint) to explicit true/false values that match the handler’s actual behaviour.

Tool inputs are validated

Only 9/28 tool handlers declare input schemas (32%)

Declare an inputSchema with zod/joi/yup on every tool definition.

Tool handlers catch errors

Only 0/28 tool handlers wrap calls in try/catch (0%)

Wrap each tool handler body in try/catch and return a structured error response.

Production dependencies are patched

0 critical, 3 high severity in production deps — @modelcontextprotocol/sdk@1.12.1 (high), @modelcontextprotocol/sdk@1.12.1 (high)

Run npm audit fix, or upgrade the affected packages to a non-vulnerable version.

Dependency freshness

1/4 production deps stale: technicalindicators@2023-07-12 (3y)

Claim the listing to review these findings one by one and send us a correction where you disagree, straight to the team. Claiming also means we tell you when the grade moves, and reach you first if we find anything urgent.

// full audit trail
The findings above are the summary. The full trail, every check we ran, each deduction, the network hosts observed and the dependency advisories, goes to verified publishers, along with an alert whenever a new one lands. Verified publishers can also review each finding and dispute it in one click. Publisher corrections have sharpened several of our checks this month, because the maintainer knows the codebase better than any scanner.
// 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.
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commit: 1ffb9e1dc06479417f21c66dc338b9a1885e64a0
code hash: 66de64985501ef5fe3e1b5efff8dcc43cede58243fd078f22e285694b188bb98
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