Schwab MCP Server

Enables AI assistants to securely interact with Charles Schwab accounts through OAuth authentication, providing access to account balances, real-time market quotes, options chains, transaction history, order management, and comprehensive market data.

→ vsoneji/schwab-mcp · listed on glama

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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.

🔐

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.

configENVIRONMENT— production

configLOG_LEVEL— Set via environment variable in .env

configPORT— Change the in .env to a different value

configSCHWAB_CLIENT_ID— your_schwab_app_key_here

🔐 secretSCHWAB_CLIENT_SECRET— your_schwab_app_secret_here

configSCHWAB_REDIRECT_URI— "": "https://localhost:3000/callback"

// 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 3 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/vsoneji-schwab-mcp-1rf5xw)](https://m8ven.ai/mcp/vsoneji-schwab-mcp-1rf5xw)

commit: d58128c19e2c9fa70c6e8560d15ef519240b1131

code hash: e6858aeaffb8ad214ffbb6bf6df395face8e318950bc40a308a21a34d68a3a2d

verified: 6/8/2026, 11:58:41 AM

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