Custody & clearing
Charles Schwab Brokerage MCP Server
Published by Community (k1xme)
Unofficial Schwab brokerage/custody integration over MCP — review Schwab's terms before connecting. Unofficial; for RIAs, use Schwab's own Advisor Center connector above.
Local
OAuth
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Assets under management
Drives: AUM Percentage
Client households
Drives: Client Value
What you approve
- 1.Sign in to Schwab as an authorized user and complete the OAuth grant.
- 2.Confirm your firm's data-sharing agreement permits third-party retrieval — this server is unofficial.
How your agent connects it
- 1.Run the server locally and add it to your assistant.
- 2.Ask the agent to total custodied assets and distinct account holders.
Figures, not records
Your agent reads Charles Schwab Brokerage MCP Server directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms, and ValuationMCP never holds your platform credentials. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.