Schwab Read-Only MCP

Schwab Read-Only MCP

MCP server for read-only access to Charles Schwab market data and account information. It provides quotes, price history, technical indicators, fundamentals, option chains, market hours, movers, and account/transaction data via the official Schwab API.

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README

Schwab Read-Only MCP

本地 stdio MCP：从 Charles Schwab 官方 API 读取美股行情与账户数据。没有下单、撤单、修改账户或其他写入工具。

已提供工具

  • get_quotes：美股报价及基本面字段
  • get_price_history：分钟、日、周或月线 OHLCV；支持 Schwab 允许范围内的完整 ISO 时间区间和盘前盘后
  • get_technical_indicators：本地基于 Schwab K 线计算 SMA20、EMA20、RSI14、MACD(12,26,9)、布林带(20,2)、ATR14 和分交易日 VWAP
  • get_fundamentals：Schwab 可用的发行人基本面字段
  • get_option_chain、get_market_hours、get_movers
  • get_accounts、get_account、get_transactions

报价是否属于实时数据取决于 Schwab 账户及交易所行情授权；MCP 不会把延时行情误标为实时。K 线的最长可获取范围和粒度由 Schwab API 限制；财务报表、逐季历史财务、预期和研报并不包含在 Schwab 基本面字段内。

前置条件

  1. 在 Schwab Developer Portal 创建应用，并将回调地址完整填入该应用设置。
  2. Python 3.11+ 与 uv。
cd /Users/chensirui/Develop/Equity_research/schwab_readonly_mcp
uv sync
export SCHWAB_CLIENT_ID='你的 App Key'
export SCHWAB_CLIENT_SECRET='你的 App Secret'
export SCHWAB_REDIRECT_URI='与你在 Schwab 登记的一致的回调地址'
uv run schwab-readonly-mcp auth

授权命令会打开浏览器；授权后粘贴完整的回调 URL。令牌默认保存为 ~/.config/schwab-readonly-mcp/token.json，目录权限为 0700、文件权限为 0600。

连接 Codex

在本地 MCP 配置中添加：

{
  "mcpServers": {
    "schwab-readonly": {
      "command": "uv",
      "args": ["--directory", "/Users/chensirui/Develop/Equity_research/schwab_readonly_mcp", "run", "schwab-readonly-mcp", "server"],
      "env": {
        "SCHWAB_CLIENT_ID": "…",
        "SCHWAB_CLIENT_SECRET": "…",
        "SCHWAB_REDIRECT_URI": "…"
      }
    }
  }
}

不要把 App Secret 或 token 写进项目、提交到 Git，或提供给对话。

本地验证

uv run python -c "from schwab_readonly_mcp.server import create_server; print(create_server)"

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