mcp server · observation history
io.github.lonniev/schwab-mcp
Observed since 2026-08-30, last seen 2026-10-17. Currently reachable. 6 contract changes recorded, 1 of them breaking. That is rank 411 of 20,719 observed servers by breaking changes.
What this server does
In its own words. Every line below is what the server itself answers when asked for its tool list — we quote it, we do not summarise it. The wording is the operator's, not ours.
| Tool | What the server says it does |
|---|---|
schwab_account_statementneeds: dpop_token, npub | Generate a patron's account statement at this operator. Returns the patron's purchase history, active credit tranches, per-tool usage breakdown, and recent daily usage logs. This is the patron's spending account â not the operator's Authority tax balance. Free â no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons. |
schwab_account_statement_infographicneeds: dpop_token, npub | Generate a visual SVG infographic of your account statement. Returns the same data as account_statement, rendered as a dark-themed SVG graphic with balance hero, metrics cards, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred. |
schwab_adoption_statusneeds: authority_npub | Check this operator's adoption-request status at a chosen Authority. Free. Polls the Authority MCP-to-MCP for the status of this operator's request (pending / approved / rejected / provisioned). |
schwab_begin_oauthneeds: dpop_token, npub | Start the OAuth2 authorization flow. Returns an authorization URL. Open it in a browser to log in and authorize. Then call ``check_oauth_status`` with the same npub to complete. Free. Proof of npub ownership is required so an observer cannot DOS your account by initiating OAuth flows in your name. Do NOT call this pre-emptively. If a session may still be valid, attempt the live tool call first a |
schwab_check_authority_balanceno arguments | Check this operator's tax balance at the Authority. Returns the sats available for certifying patron credit purchases. When this balance reaches zero, patron top-ups cannot be certified and the operator must call purchase_credits on the Authority. This is the operator's own funding â not a patron balance. Free. |
schwab_check_balanceneeds: dpop_token, npub | Check a patron's credit balance at this operator. This is the patron's spending balance â credits purchased via Lightning for tool calls at this operator. For the operator's own balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free â no credits required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating |
schwab_check_oauth_statusneeds: dpop_token, npub | Check whether the OAuth2 authorization flow has completed. Call after opening the authorization URL from ``begin_oauth`` and completing the login in your browser. Free. Proof of npub ownership is required: OAuth status exposes which upstream services a patron has connected. A 'pending' result here does NOT prove an existing session has lapsed â it only reports this authorization attempt. To fi |
schwab_check_paymentneeds: dpop_token, invoice_id, npub | Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free â no credits required. Proof of npub ownership is required to prevent credit-grant front-running by an observer of the invoice ID. |
schwab_check_priceneeds: tool_id | Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free â no credits required. |
schwab_check_proof_statusno arguments | Check whether a proof grant is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid call accept this dpop_token?" before burning credits on a guaranteed failure. Expiry is read from the grant itself; the only store consulted is the patron's revocation watermark. Free, no side effects â touches no relay. |
schwab_delete_couponneeds: coupon_id | Delete a coupon. Cascades to all patron redemptions. Any chain step referencing the deleted coupon_id becomes a no-op (the constraint returns neutral on unknown ids) â the Studio surfaces orphan references as warnings. RESTRICTED to operator â requires proof. |
schwab_delete_operator_credentialneeds: dpop_token, field | Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others â the field-level counterpart to ``forget_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full |
schwab_delete_patron_credentialneeds: dpop_token, field, npub | Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required â this is a write to the patron's sensitive credential vault. |
schwab_forget_couponneeds: coupon_id, npub | Remove a coupon from this patron's redemption list. Cosmetic only â the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the window allows. Free â requires proof of ``npub``. |
schwab_forget_credentialsneeds: dpop_token, npub, service | Delete vaulted credentials for a specific service and npub. For operator credentials, pass the operator's own npub. For patron credentials, pass the patron's npub. Always requires proof of npub ownership â a deletion is as destructive as a write. |
schwab_get_account_numbersno arguments | List Schwab account numbers and their hash identifiers. Call after completing OAuth. Returns accounts with hash values needed for brokerage data tools. Then call ``update_patron_credential(field="account_hash", value=<hash>)`` to set your preferred account. Free (no api_sats deducted) but **proof-gated**: the caller must prove Schnorr-control of ``npub`` via ``request_npub_proof`` + ``receive_np |
schwab_get_brokerage_balancesno arguments | Get the active Schwab account's current balance summary. Pulls Schwab's account endpoint and returns four bold lines: **Cash Balance:** currentBalances.cashBalance **Buying Power:** currentBalances.buyingPower **Net Liquidation:** currentBalances.liquidationValue **Day P&L:** currentBalances.liquidationValue â initialBalances.liquidationValue Day P&L is the session change in mark-to-m |
schwab_get_brokerage_orderneeds: order_id | Get full details for a single order by Schwab order ID. Returns the same one-line markdown format as get_brokerage_orders, with the average fill price computed across all executionLegs: - **<orderId>** [<status>] <orderType> | <legs> | Price: $X @ $avg_fill | Filled: <qty> | <enteredTime> Use this when you already have an orderId (e.g., from get_brokerage_orders or from a fill notificatio |
schwab_get_brokerage_ordersno arguments | Get order history for the active Schwab account. Returns one markdown row per order: - **<orderId>** [<status>] <orderType> | <leg1> / <leg2> / ... | Price: $X @ $avg_fill | Filled: <qty> | <enteredTime> Each leg formats as "<instruction> <quantity>x <symbol>" (e.g. "BUY 1x AAPL", "SELL_TO_OPEN 5x AAPL 240315C00185000"). The avg_fill suffix is the average across all executionLegs.price v |
schwab_get_brokerage_positionsno arguments | Get current positions in the active Schwab account, with automatic vertical-spread detection. Pulls Schwab's account endpoint with fields="positions" and emits up to three markdown sections, omitting any that are empty: ## Spreads â vertical spreads detected from paired option legs: - <underlying> <spread_type> (<short_strike>/<long_strike> P|C exp <date>, DTE <n>) | Credit: $X | M |
schwab_get_brokerage_transactionneeds: transaction_id | Get full details for a single transaction by Schwab transaction ID. Returns the same one-line markdown format as get_brokerage_transactions: - **<activityId>** [<type>] <tradeDate> | <symbols/qtys> | Net: $<amount> Use this when you have a specific transactionId (from get_brokerage_transactions, a journal entry, or a confirmation) and want the canonical row rather than scanning a history wind |
schwab_get_brokerage_transactionsno arguments | Get transaction history for the active Schwab account. Returns one markdown row per transaction: - **<activityId>** [<type>] <tradeDate> | <qty>x <symbol> | <qty>x <symbol> ... | Net: $<amount> Symbols come from the transaction's transferItems collection (one item per leg, e.g. equity bought + cash debit), with the per-leg amount as quantity. When no transferItems have symbols, the row fa |
schwab_get_market_hoursno arguments | Get trading hours for one or more market types. Returns nested markdown â one block per market product Schwab knows about within the requested categories: **<Product Name>** â OPEN | CLOSED Pre Market: YYYY-MM-DDTHH:MM â YYYY-MM-DDTHH:MM Regular Market: YYYY-MM-DDTHH:MM â YYYY-MM-DDTHH:MM Post Market: YYYY-MM-DDTHH:MM â YYYY-MM-DDTHH:MM Sessions are emitted only when Sc |
schwab_get_market_moversno arguments | Get top movers for a market index â Schwab's curated mover screener. Returns up to 20 rows (capped server-side here, not by Schwab) in a markdown table. |
schwab_get_nostr_profileno arguments | Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof â the data is already public on relays. Returns the latest metadata fields (name, display_name, about, picture, banner, nip05, website, lud16) or an empty profile if none is published. |
schwab_get_notarization_proofneeds: notarization_id, npub | Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot. |
schwab_get_operator_onboarding_statusno arguments | Report this operator's configuration readiness. Shows which operator settings are configured, which are missing, and how to deliver each missing value. For patron-level credential status, use get_patron_onboarding_status instead. Free. |
schwab_get_option_chainneeds: symbol | Get a filtered option chain suitable for spread evaluation. Returns a markdown table of surviving contracts with one row per leg. Header line carries the underlying price and the active filter constants. |
schwab_get_patron_credential_fieldsneeds: dpop_token, npub | List stored patron credential field names (not values). Returns the names of fields stored for a patron, plus each field's ``delivered_at`` ISO-8601 timestamp when known (null for secrets vaulted before timestamps were recorded). Values are never exposed â use this to verify which fields are configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fi |
schwab_get_patron_onboarding_statusneeds: dpop_token, patron_npub | Report a patron's credential readiness for this operator. For set-once services (eXcalibur, TheBrain), shows which patron secrets are configured and which are missing. For dynamic/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence is sensitive information about the patron's setup. |
schwab_get_price_historyneeds: symbol | Get historical OHLCV candle data for a symbol. Returns a markdown table of the most recent candles within the requested period, capped at the last 30 rows for readability. A footnote line is added when truncation occurs so the agent knows more data was available. |
schwab_get_pricing_modelno arguments | Get the active pricing model for this operator. Free. If no model exists, self-initializes a scaffold with all registered tools at 0 sats. No economic data from code. |
schwab_get_stock_quoteneeds: symbols | Get real-time quotes for one or more symbols. |
schwab_list_canonical_identitiesno arguments | Return canonical (tool_id, mcp_name, â¦) for every tool the wheel exposes. The authoritative source for any client (Studio, agents, FE) that needs to know how this MCP identifies its tools. Reconcile uses this output to UUID-join against the stored pricing model â no name-based UUID derivation, no guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that i |
schwab_list_constraint_typesno arguments | List all available constraint types and their parameter schemas. Returns the type, category, description, and parameter specs for every constraint that can be used in a pricing pipeline. Free â no credits required. |
schwab_list_couponsno arguments | List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter â the Studio renders a progress bar from this against ``total_uses``. RESTRICTED to operator â requires proof. |
schwab_list_my_couponsneeds: npub | List the coupons this patron has redeemed on this operator. Returns both active and exhausted redemptions with a per-row ``status`` (``active`` / ``window_closed`` / ``patron_limit`` / ``total_limit``). Free â requires proof of ``npub``. |
schwab_list_notarizationsno arguments | List recent Bitcoin notarization records. |
schwab_mint_couponneeds: discount_percent, name, valid_from, valid_until | Create a new operator-owned discount coupon. The coupon owns its binding: ``tool_ids`` names the tools it discounts, and re-pricing a tool never touches it. A coupon bound to no tool discounts nothing, however many patrons redeem it. |
schwab_notarize_ledgerno arguments | Build a Merkle tree of all patron balances and submit the root to Bitcoin via OpenTimestamps. Operator-only background task. Bitcoin confirmation takes 1-6 hours. Free â no credits required. |
25 further tools not shown.
Current claim
What this server says about itself, as of our last probe. Every value carries the date it was recorded.
| Endpoint | https://schwab-mcp.fastmcp.app/mcp |
| Reachable | yes |
| Auth scheme | Bearer |
| Latency class | 3-10s |
| Protocol version | 2025-06-18 |
| Tools | 65 |
| First observed | 2026-08-30 |
| Last seen | 2026-10-17 |
| Went silent | — |
| Contract changes | 6 |
| Breaking changes | 1 |
What changed, and when
Each row is a recorded fact. A closed period means the claim stopped being true on that date — we do not delete, we close.
| Claim | Value | Period | Recorded |
|---|---|---|---|
| mcp_reachable | {'auth': 'Bearer', 'value': True, 'transport': 'streamable-http'} | from 2026-08-30 | 2026-10-17 |
| mcp_contract_change | {'value': 'breaking', 'compared': {'this_probe': '2026-10-17T19:27:51+00:00', 'previous_ | — | 2026-10-17 |
| mcp_auth_scheme | {'value': 'Bearer', 'challenge': 'Bearer resource_metadata="https://schwab-mcp.fastmcp.a | — | 2026-10-17 |
| mcp_server_version | {'name': 'schwab-mcp', 'version': '0.13.6'} | — | 2026-10-15 |
| mcp_contract_change | {'value': 'compatible', 'compared': {'this_probe': '2026-10-15T01:21:52+00:00', 'previou | — | 2026-10-15 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-10-15 |
| mcp_tool_count | {'value': 65} | — | 2026-10-15 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-10-08 |
| mcp_contract_change | {'value': 'compatible', 'compared': {'this_probe': '2026-10-08T07:19:23+00:00', 'previou | — | 2026-10-08 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-09-29 |
| mcp_contract_change | {'value': 'cosmetic', 'compared': {'this_probe': '2026-09-29T19:20:17+00:00', 'previous_ | — | 2026-09-29 |
| mcp_contract_change | {'value': 'cosmetic', 'compared': {'this_probe': '2026-09-29T01:08:55+00:00', 'previous_ | — | 2026-09-29 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-09-29 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-09-27 |
| mcp_contract_change | {'value': 'cosmetic', 'compared': {'this_probe': '2026-09-27T19:13:51+00:00', 'previous_ | — | 2026-09-27 |
| mcp_latency_ms | {'bucket': '3-10s', 'method': 'Klassenwechsel erst nach zwei Messungen in Folge'} | — | 2026-09-05 |
| mcp_latency_ms | {'bucket': '<1s', 'method': 'Klassenwechsel erst nach zwei Messungen in Folge'} | — | 2026-08-30 |
| mcp_server_version | {'name': 'Schwab MCP', 'version': '3.4.7'} | — | 2026-08-30 |
| domain_verified | {'note': 'Registry vergibt den Namensraum nur nach Domain-Nachweis; geprueft wird, ob de | — | 2026-08-30 |
| mcp_reachable | {'auth': 'open', 'value': True, 'transport': 'streamable-http'} | from 2026-08-30 | 2026-08-30 |
| mcp_auth_scheme | {'value': 'open'} | — | 2026-08-30 |
| mcp_tool_count | {'value': 64} | — | 2026-08-30 |
| mcp_protocol_version | {'value': '2025-06-18'} | — | 2026-08-30 |
| mcp_tools | {'tools': [{'name': 'schwab_account_statement', 'optional': ['days'], 'required': ['dpop | — | 2026-08-30 |
Machine access — free, no API key
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