Name: schwab-mcp
Author: lonniev

Tools observed via MCP handshake

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
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 i
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 re
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 manu
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 dai
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 her
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 to
schwab_service_status — Check the health and configuration of this service. Free.
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 pat
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
schwab_session_status — Check operator readiness. Returns the operator lifecycle state and clear guidance on what to do next. Free. Lifecycle states: - ready: Operator is warm and ful
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 merel
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 o
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 n
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 identifie
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-del
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 —
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
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
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
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 brows
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 c
schwab_receive_npub_proof — Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). *
schwab_check_proof_status — Check whether a previously-cached dpop_token is still valid. Mirrors ``check_oauth_status`` for the npub-proof flow: a calling agent can ask "will my next paid
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 t
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 fr
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 sa
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. Resol
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 /
schwab_restore_neon_schema — Re-run ``ensure_schema()`` on every NeonVault this operator uses. Diagnostic / recovery tool for the case where the Neon HTTP SQL API is returning persistent 4
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 t
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,
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
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
schwab_mint_coupon — Create a new operator-owned discount coupon.
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 thi
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``
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 unkno
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-pa
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_clos
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
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 hou
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 ca
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
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.cash
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 under
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
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: *
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 mo
schwab_get_brokerage_orders — Get order history for the active Schwab account. Returns one markdown row per order: - **<orderId>** [<status>] <orderType> | <leg1> / <leg2> / ... | Pr
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
schwab_get_brokerage_transactions — Get transaction history for the active Schwab account. Returns one markdown row per transaction: - **<activityId>** [<type>] <tradeDate> | <qty>x <symbol> |
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

when	check	result	http	latency	detail
6 h ago	mcp initialize	ok	200	498 ms	server Schwab MCP 3.4.7 · protocol 2025-06-18 · 64 tools
13 h ago	mcp initialize	ok	200	344 ms	server Schwab MCP 3.4.7 · protocol 2025-06-18 · 64 tools
20 h ago	mcp initialize	ok	200	338 ms	server Schwab MCP 3.4.7 · protocol 2025-06-18 · 64 tools
27 h ago	mcp initialize	ok	200	349 ms	server Schwab MCP 3.4.7 · protocol 2025-06-18 · 64 tools
34 h ago	mcp initialize	ok	200	352 ms	server Schwab MCP 3.4.7 · protocol 2025-06-18 · 64 tools

schwab-mcp

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