Schwab

概要

Schwab is a server that implements the Model Context Protocol (MCP) for the Schwab API, allowing users to interact with their investment portfolio through a chat-like interface. By leveraging schwab-py and the MCP python-sdk, Schwab provides tools to retrieve account information, market data, order history, and even modify account state (with caution). It is designed to integrate with Large Language Models (LLMs), offering a novel way to manage and analyze investment data.

主な機能

• Exposes Schwab API functionality through Model Context Protocol.
• Fetches option chains and expiration data.
• Optionally allows account modification via LLMs (use with caution).
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• Retrieves account information, positions, stock quotes, and price history.
• Accesses order and transaction history.
• Designed to integrate with Large Language Models (LLMs).

ユースケース

• Building conversational interfaces for investment portfolio management.
• Integrating Schwab data into custom LLM-powered financial dashboards.
• Automating investment analysis and decision-making using LLMs.