Schwab MCP Server (vsoneji/schwab-mcp) is an MCP server listed on the M8ven Trust Index. It scores 72 out of 100, grade C. It declares 22 tools. No publisher has claimed this listing.

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C
Caution
72/100

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

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

vsoneji

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: 2 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.
// tools this server exposes22 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.

getQuotes

Get quotes for a list of symbols

getQuoteBySymbolId

Get quote for a one symbol

searchInstruments

Search for instruments by symbols and projections

getInstrumentByCusip

Get instrument by cusip

getMarketHours

Get market hours for different markets

getMarketHoursByMarketId

Get market hours for a specific market

getMovers

Get movers for a specific index

getOptionChain

Get option chain for an optionable symbol

getOptionExpirationChain

Get option expiration chain for an optionable symbol

getPriceHistory

Get price history for a specific symbol and date range

getAccounts

Get accounts

getAccountNumbers

Get account numbers

getAccount

Get account

getOrders

Get orders

getOrdersByAccountNumber

Get orders by account number

placeOrder

Place order for a specific account

getOrder

Get order by order id for a specific account

cancelOrder

Cancel order by order id for a specific account

replaceOrder

Replace order by order id for a specific account

getTransactions

Get transactions

getTransaction

Get transaction

getUserPreference

Get user preference

// known CVEs in dependencies2 high

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

high@modelcontextprotocol/sdk@1.25.0GHSA-345p-7cg4-v4c7

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

high@modelcontextprotocol/sdk@1.25.0GHSA-8r9q-7v3j-jr4g

Anthropic's MCP TypeScript SDK has a ReDoS vulnerability

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.
configENVIRONMENTproduction
configLOG_LEVELSet via environment variable in .env
configSCHWAB_CLIENT_IDyour_schwab_app_key_here
🔐 secretSCHWAB_CLIENT_SECRETyour_schwab_app_secret_here
configSCHWAB_REDIRECT_URI"": "https://localhost:3000/callback"
Deployment configuration, supplied by whoever hosts the server. Users are not asked for these.
deployPORT
// 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

22/22 tools missing one or more hints — getQuotes (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); getQuoteBySymbolId (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint); searchInstruments (missing: readOnlyHint, destructiveHint, idempotentHint, openWorldHint), +19 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.

License file

No license file

Add a LICENSE file (MIT, Apache-2.0, etc.).

Tests exist

No test files found

Add tests that exercise each declared tool.

Production dependencies are patched

0 critical, 2 high severity in production deps — @modelcontextprotocol/sdk@1.25.0 (high), @modelcontextprotocol/sdk@1.25.0 (high)

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

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.
// embed badge in your README
[![M8ven Verified](https://m8ven.ai/badge/mcp/vsoneji/schwab-mcp?variant=verified)](https://m8ven.ai/mcp/vsoneji/schwab-mcp)
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commit: d58128c19e2c9fa70c6e8560d15ef519240b1131
code hash: e6858aeaffb8ad214ffbb6bf6df395face8e318950bc40a308a21a34d68a3a2d
view raw JSON →
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