Connect-MCP

io.github.lonniev/schwab-mcp

io.github.lonniev/schwab-mcp · v0.13.6

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

MCPremoteno credentialsDocuments & PDF

Reported outcomes

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Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 65 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

A 100/100

What it does: 65 tools · 39 read, 26 write (incl. delete/pay) · Documents & PDF

Test call schwab_service_status: worked (9,043 ms)

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +10
  • Read/write annotations: +5
  • Safe test call: +20
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://schwab-mcp.fastmcp.app/mcp

Tools

65 tools listed at last check
  • schwab_check_balance Check a patron's credit balance at this operator. This is the patron's spending balance — 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 — no credits re
  • schwab_purchase_credits Buy credits via Bitcoin Lightning. Creates a Lightning invoice. Pay it with any Lightning wallet, then call check_payment to confirm. Proof of npub ownership is required so credits land in the correct ledger. Free — no credits required to call.
  • schwab_check_payment Check the payment status of a Lightning invoice. Call after paying the invoice from purchase_credits. Free — no credits required. Proof of npub ownership is required to prevent credit-grant front-running by an observer of the invoice ID.
  • schwab_restore_credits Credit a patron's ledger from a BTCPay-settled invoice. **RESTRICTED to the operator** — the operator owns the books and is the only party who can issue a manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on
  • schwab_account_statement 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 — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub
  • schwab_account_statement_infographic 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`` be
  • schwab_report_issue File a field report about this service as a GitHub issue on the operator's repo. Found a tool's metadata or response wrong or confusing? Report it where the tool lives. The **author of record is your npub** — no npub / no proof, no issue — and it is stamped into the issue so the report is attribute
  • schwab_service_status Check the health and configuration of this service. Free.
  • schwab_request_echo Echo what the client sent with this request. Free. Reports the URL path and query, the headers, the cookies and the MCP request ``_meta``. Values are SHA-256 fingerprints, so nothing a client sends is repeated back; equal fingerprints mean equal values. Call it from two conversations and compare: a
  • schwab_get_operator_onboarding_status 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_patron_onboarding_status 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 beca
  • schwab_session_status Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Vault AND pricing model verified on this call. Proceed with tool calls — this is the answer the moment the vault is up. - warming_up: Persistence could not be rea
  • schwab_request_credential_channel Open a Secure Courier channel for credential delivery. This is the CREDENTIAL-DELIVERY flow — use it to hand over a service secret (API keys, tokens). To merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 servi
  • schwab_receive_credentials Pick up credentials from the Secure Courier. Completes the CREDENTIAL-DELIVERY flow (the ownership-proof counterpart is ``receive_npub_proof``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response you want with ``(sender_npub, service,
  • schwab_forget_credentials 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 — a deletion is as destructive as a write.
  • schwab_update_patron_credential Add or update a single patron credential field. Merges into existing stored credentials without affecting other fields. Useful for setting an account identifier after OAuth, changing a default brain, etc. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credenti
  • schwab_update_operator_credential Add or update a single operator secret field. Merges into the operator's stored credentials without touching the others — the field-level counterpart to re-delivering the whole bundle over Secure Courier. Use it to rotate one secret (a reissued ``btcpay_api_key``, say) without restating the six you
  • schwab_delete_patron_credential Remove a single patron credential field. Deletes one field from stored credentials without affecting other fields. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault.
  • schwab_delete_operator_credential Remove a single operator secret field. Deletes one key from the operator's encrypted credential blob without touching the others — 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 stor
  • schwab_get_patron_credential_fields 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 — use this to verify which fields are config
  • schwab_begin_oauth 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.
  • schwab_check_oauth_status 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
  • schwab_request_npub_proof Request npub ownership proof from a patron via Nostr DM. This is the npub-OWNERSHIP-PROOF flow — use it when a call returns ``proof_required``. It proves the caller controls an npub; it does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_
  • schwab_receive_npub_proof Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only after the user confirms they have replied.** Deterministic, one-shot retrieval: name the response with ``(patron_npub, dpop_
  • schwab_check_proof_status 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
  • schwab_oracle_how_to_join Get DPYC onboarding instructions from the Oracle. Free.
  • schwab_oracle_get_tax_rate Get the current DPYC certification tax rate. Free.
  • schwab_oracle_lookup_member Look up a DPYC community member by npub. Free.
  • schwab_oracle_about Describe the DPYC ecosystem via the Oracle. Free.
  • schwab_oracle_network_advisory Get active network advisories from the Oracle. Free.
  • schwab_check_authority_balance 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 — not a patron
  • schwab_get_pricing_model 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_set_pricing_model Set the active pricing model. RESTRICTED to operator. Requires a valid proof (Schnorr-signed kind-27235 event) proving the caller holds the operator's nsec.
  • schwab_reset_pricing_model Erase all pricing models and restore a viable default. Deletes every stored model, then self-initializes a fresh one from the tool registry — all tools at 0 sats with proper UUIDs. Returns the new model. RESTRICTED to operator — requires proof (nsec-signed).
  • schwab_request_adoption Ask a chosen Authority to adopt this operator (deferred courtship). RESTRICTED to the operator — requires proof the caller controls this operator's npub. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the re
  • schwab_adoption_status 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_restore_neon_schema Prepare this operator's database schema again, ignoring the breadcrumb. Diagnostic / recovery tool for when Neon keeps answering 4xx and the operator suspects a table or grant is missing. Every statement is idempotent, so a clean re-run is harmless; the breadcrumb is rewritten at the end. Returns o
  • schwab_list_canonical_identities Return canonical (tool_id, mcp_name, …) 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 — no name-based UUID derivation, no g
  • schwab_get_nostr_profile Read an npub's public Nostr profile (NIP-01 kind-0 metadata). Free, no proof — 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_publish_nostr_profile Publish a CLIENT-SIGNED kind-0 profile to relays for an npub. The wheel never holds a patron nsec. The frontend signs the kind-0 metadata event with the patron's session key or a NIP-07 extension and passes the signed event (JSON) here; the wheel verifies the signature matches the npub, then relays
  • schwab_check_price Preview the effective cost of a tool call. Shows the base cost and any constraint effects (discounts, free trials, surge pricing). Free — no credits required.
  • schwab_list_constraint_types 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 — no credits required.
  • schwab_mint_coupon 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_list_coupons List every coupon this operator has minted (newest first). Each row carries the current ``times_redeemed`` counter — the Studio renders a progress bar from this against ``total_uses``. RESTRICTED to operator — requires proof.
  • schwab_update_coupon Patch a coupon's editable fields. Pass only the fields you want to change. To set a cap to unlimited (NULL in the schema), pass ``clear_uses_per_patron=true`` or ``clear_total_uses=true``. Renaming the code is allowed — existing patron redemption rows survive (they key on coupon id). ``tool_ids``
  • schwab_delete_coupon 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) — the Studio surfaces orphan references as warnings. RESTRICTED to operator — requires proof.
  • schwab_redeem_coupon Claim a coupon by its name (the code the operator shared). Looks up the operator's coupon by ``code``, validates the window and total cap, and records a per-patron redemption row. Subsequent paid tool calls on this MCP auto-apply the discount until ``uses_per_patron`` is exhausted. Free — no credi
  • schwab_list_my_coupons 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 — requires proof of ``npub``.
  • schwab_forget_coupon Remove a coupon from this patron's redemption list. Cosmetic only — the coupon itself still exists at the operator, and the patron can re-redeem the same code later while the window allows. Free — requires proof of ``npub``.
  • schwab_notarize_ledger 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 — no credits required.
  • schwab_get_notarization_proof Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
  • schwab_list_notarizations List recent Bitcoin notarization records.
  • schwab_get_account_numbers 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-
  • schwab_get_brokerage_positions 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 — vertical spreads detected from paired option legs: - <under
  • schwab_get_brokerage_balances 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:** currentBalanc
  • schwab_get_stock_quote Get real-time quotes for one or more symbols.
  • schwab_get_option_chain 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_price_history 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_market_movers Get top movers for a market index — Schwab's curated mover screener. Returns up to 20 rows (capped server-side here, not by Schwab) in a markdown table.
  • schwab_get_market_hours Get trading hours for one or more market types. Returns nested markdown — one block per market product Schwab knows about within the requested categories: **<Product Name>** — OPEN | CLOSED Pre Market: YYYY-MM-DDTHH:MM — YYYY-MM-DDTHH:MM Regular Market: YYYY-MM-DDTHH:MM — YYYY-MM-DDTHH:
  • schwab_search_instruments Search Schwab's instrument catalog by symbol, name, or CUSIP. Returns up to 25 results in a markdown list (capped server-side here; Schwab itself may return more). A truncation footnote appears when the full result set exceeded 25. Each row carries: symbol, asset type, description, optional exchan
  • schwab_get_brokerage_orders 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_
  • schwab_get_brokerage_order 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> U
  • schwab_get_brokerage_transactions 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 bough
  • schwab_get_brokerage_transaction 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

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