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schwab-mcp

Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth

Import into drioUse with clientMarkdown

Install and compare this MCP server

Use this profile to copy client config, check auth requirements, review tools and resources, and compare related MCP servers before adding it to an AI client.

Install
Remote endpoint config
Clients
Claude, Cursor, VS Code, Codex
Transport
HTTP
Auth
Not captured
Capabilities
0 tools, 0 resources, 0 prompts
Related
taxsort-mcp, excalibur-mcp, cypher-mcp

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InstallAuthTools & ResourcesOverview

Install

Connection

Transport
HTTP
Endpoint
https://schwab-mcp.fastmcp.app/mcp

Claude Desktop

Add this server entry to the mcpServers object in your Claude Desktop config, then restart the app.

{
  "mcpServers": {
    "io-github-lonniev-schwab-mcp": {
      "url": "https://schwab-mcp.fastmcp.app/mcp"
    }
  }
}

Config location

macOS
~/Library/Application Support/Claude/claude_desktop_config.json
Windows
%APPDATA%\Claude\claude_desktop_config.json

Auth

Package transport

No remote HTTP endpoint is advertised. Use the package or stdio setup shown in Install.

Tools & Resources

Tools
0
Resources
0
Prompts
0
No public tools, resources, or prompts captured yet. Use Auth when this server requires credentials.

Tools

No tools captured yet.

Resources

No resources captured yet.

Prompts

No prompts captured yet.

Questions

What is schwab-mcp?+

schwab-mcp is an MCP server for Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth. It supports HTTP transport.

How do I install schwab-mcp?+

Use the generated config in Install. It points your client at the advertised remote endpoint shown on this page.

How do I add schwab-mcp to Claude Desktop?+

Choose the Claude Desktop tab in Install, copy the config, and add it to Claude Desktop's MCP server settings. Endpoint: https://schwab-mcp.fastmcp.app/mcp.

How do I add schwab-mcp to Claude Code?+

Choose the Claude Code tab in Install, copy the config, and add it to Claude Code's MCP server settings. Endpoint: https://schwab-mcp.fastmcp.app/mcp.

How do I use schwab-mcp with Codex?+

Choose the Codex tab in Install, copy the config, and add it to Codex's MCP server settings. Endpoint: https://schwab-mcp.fastmcp.app/mcp.

How do I add schwab-mcp to Cursor or VS Code?+

Choose the Cursor or VS Code tab in Install, copy the config, and add it to Cursor or VS Code's MCP server settings. Endpoint: https://schwab-mcp.fastmcp.app/mcp.

What endpoint and transport does schwab-mcp use?+

schwab-mcp uses HTTP transport. Endpoint: https://schwab-mcp.fastmcp.app/mcp.

What tools and resources does schwab-mcp expose?+

schwab-mcp inventory is listed when the MCP endpoint exposes tools, resources, or prompts. Some servers require auth first.

Does schwab-mcp require authentication?+

schwab-mcp does not advertise a verified auth requirement. If discovery fails, it may still need provider login, an API key, a bearer token, or a session header.

Related MCPs

taxsort-mcpTaxSort — Tollbooth-monetized MCP server for personal tax transaction classificationexcalibur-mcpFastMCP server for posting formatted content to X (Twitter) — Tollbooth-monetized, DPYC-nativecypher-mcpMonetized graph answers via named Cypher queries — Tollbooth DPYC operatortollbooth-sampleEducational Weather Stats MCP Service — Tollbooth DPYC monetization sampletollbooth-authorityTollbooth Authority — Certified Purchase Order Service for DPYC operatorstollbooth-authority-northamericaTollbooth Authority — North America regional certifier

Details

Version
0.12.2
Repository
https://github.com/lonniev/schwab-mcp
Updated
Jul 16, 2026