Custody & clearing
Charles Schwab Brokerage MCP Server
Published by Community (k1xme)
Community
Unofficial Schwab brokerage/custody integration over MCP — review Schwab's terms before connecting.
Hosting
Local
Authentication
OAuth
Directory tier
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.
Your data never leaves your platforms
Your agent reads Charles Schwab Brokerage MCP Server directly and passes only what the calculation needs. ValuationMCP records the provenance of the source and the calculated outputs — never the underlying practice data. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.