io.github.lonniev/schwab-mcp · v0.13.6 · finance-and-payments
io.github.lonniev/schwab-mcp is healthy: it completed an MCP handshake in 1686 ms and exposes 65 tools.
Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth
Endpoint: https://schwab-mcp.fastmcp.app/mcp (streamable-http)
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| Users (last 30 days) | 0 |
| Handshake | Healthy |
| Auth needed | None |
| Tool count | 65 |
| Latency | 1686 ms |
| Last checked (UTC) | 2026-10-16T09:15:45.565Z |
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-16T09:15:45.565Z | Healthy | 1686 | |
| 2026-10-15T04:50:51.533Z | Healthy | 6892 |
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 |