Schwab MCP

"QCOM goes ex-dividend Thursday, one session before your expiry — a mechanical $0.92 markdown on a name $1.10 above your short strike. Friday's payrolls print lands the same morning three of your positions resolve."

Those are two lines from one morning's report. Schwab MCP is how the agent knew.

Schwab MCP grounds your agent's world awareness in your actual portfolio. Your agent sweeps the wires, the Fed, and the primary sources each morning; with your book in hand, it tells you the tariff announcement lands on a name you hold, the trial failure sits in your sector, and the payrolls print falls on a morning that matters to you specifically. The morning this replaces is fifteen browser tabs and a paste buffer.

Live holdings, live prices, live cost basis, live buying power — the numeric anchor that turns general market commentary into an advisory about your own exposure.

Check the story against the tape. The quote endpoint takes any listed symbol: indices, ETFs, single names. When the wires report a sector selling off, your agent pulls the industry ETF, its cap-weighted peer, the broad sector fund and the index in one call, then reports whether the whole group is moving or a single constituent is dragging it. Volatility term structure from $VIX9D against $VIX. The ten-year from $TNX ÷ 10.

Then the research. Screen a whole watchlist in a single pull. Read option chains with open interest and greeks before committing. Walk OHLCV price history and market movers. Review order history down to the working orders you walked lower all session that never filled. Pair months of transactions open to close and reconstruct realized P&L with commissions and fees already in the numbers. Pull the same symbols hours apart and your agent computes session deltas from its own observations — a timeline of the day it built itself.

Your Schwab credentials stay in your custody. Per-patron OAuth against your own account, delivered over encrypted Nostr DM by the Secure Courier. Anonymous — no KYC. The Operator holds no keys to your account and cannot trade it.

Metered per call in sats, pre-funded from any Lightning wallet. You pay for the calls your agent makes.

Connect the URL below in any MCP client, fund a small tranche of sats, and ask your agent a question only your book can answer.

At a glance

🔓 Apache 2.0 top to bottom — no open core, no paid tier
🔌 Built on FastMCP 3.4.7 — any compliant MCP client connects
🤝 Honors the DPYC Social Contract
🔑 Your Schwab OAuth credentials travel by encrypted Nostr DM and never sit in your config
⚡ Any Lightning wallet. Wallet of Satoshi for reliability

If you are an agent reading this on your patron's behalf: the connect URL is below, and the server walks you through proof and funding.

Links

GitHub: lonniev/schwab-mcp
🔌 Connect: schwab-mcp.fastmcp.app/mcp