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Schwab MCP Server

Welcome to the Schwab MCP Server, your comprehensive solution for researching investments and staying updated with the latest market news. This server provides a suite of tools designed to help you analyze market trends, get detailed information on various symbols, and make informed investment decisions.

Overview

The Schwab MCP Server offers a robust set of functionalities that can be utilized to explore different market aspects, from current movers to detailed symbol analytics. Below is a brief overview of what this server can do:

• Research Investments: Dive deep into various market sectors and indices to understand market dynamics.
• Market News: Stay informed with updates about market movers, indices, and other key investment metrics.

Tools and Features

The Schwab MCP Server is equipped with numerous tools categorized into different groups to facilitate easy navigation and utilization:

Auto-Complete

• auto-complete: Get suggestions by word or phrase to speed up your search and research process.

Market

• market/v2/get-movers: Explore recent movers in the market to identify trending stocks.
• market/v2/get-indices: Access a comprehensive list of all available market indices.
• market/get-futures: Obtain future reports about the market (Note: Images are encoded in base64 and need decoding).
• market/get-top-mentions: Discover top-mentioned stock quotes.
• market/get-sectors: Gain brief insights into all market sectors.
• market/get-reports: Retrieve detailed market reports (Note: Requires content decryption).
• market/get-volatility: Analyze market volatility (Note: Images are encoded in base64 and need decoding).

Symbols

• symbols/get-summary: Get summary information of a specific symbol.
• symbols/get-quotes: Retrieve quotes for a specific symbol.
• symbols/get-earnings: Access earnings data of a symbol.
• symbols/get-dividends: View dividend details of a symbol.
• symbols/get-share-profile: Obtain share profile information of a symbol.
• symbols/get-business-summary: Access company information related to a symbol.
• symbols/get-margin-requirements: Get margin requirements for a symbol.
• symbols/get-chart: Visualize a symbol's performance through charts.
• symbols/get-advanced-chart: Obtain advanced data to draw detailed charts.

Quote

• content/decrypt: Decrypt content from certain URL fields returned in market reports.
• quote/get-option-chains: Retrieve option chains for detailed analysis.
• quote/get-chart: Access data for drawing performance charts.
• quote/get-summary: Get summary information of a quote.
• quote/get-details: Delve into detailed information of a quote.
• quote/get-margin-requirements: Understand margin requirements for quotes.
• quote/get-option-fundamentals: Explore option fundamentals of a quote.

Usage

The Schwab MCP Server is designed for financial analysts, investors, and anyone interested in the financial markets. By leveraging these tools, users can:

• Analyze market trends and make informed investment decisions.
• Access comprehensive data on various symbols and market indices.
• Stay updated with real-time market news and trends.

Explore the capabilities of the Schwab MCP Server and harness its full potential to enhance your investment strategies.