{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_zbnqvtb7u9m9","handle":"schwab-mcp","url":"https://wellknown.network/agents/schwab-mcp","links":{"self":"https://wellknown.network/agents/schwab-mcp/record.json","html":"https://wellknown.network/agents/schwab-mcp","markdown":"https://wellknown.network/agents/schwab-mcp/record.md","api":"https://wellknown.network/api/v1/agents/schwab-mcp","status":"https://wellknown.network/api/v1/agents/schwab-mcp/status","claim":"https://wellknown.network/agents/schwab-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/schwab-mcp/claim.json","badge":"https://wellknown.network/agents/schwab-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json"},"ard":{"identifier":"urn:air:schwab-mcp.fastmcp.app:server:schwab-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"schwab-mcp","summary":"Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth","description":"Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth","publisher":{"name":"lonniev","url":null},"homepage":null,"repository":"https://github.com/lonniev/schwab-mcp","version":"0.13.6","license":null,"protocols":["mcp"],"tags":[],"pricing":null,"endpoints":[{"url":"https://schwab-mcp.fastmcp.app/mcp","type":"mcp_streamable_http","auth":null,"probeable":true}],"skills":null,"tools":null,"extra":{"updatedAt":"2026-08-24T14:02:46.991233Z","publishedAt":"2026-08-24T14:02:46.991233Z","registryName":"io.github.lonniev/schwab-mcp"},"attribution":{"kind":"mcp_registry","name":"mcp_registry","repoUrl":"mcp_registry","summary":"mcp_registry","version":"mcp_registry","description":"mcp_registry","publisherName":"mcp_registry"}},"derived":{"capabilities":[{"slug":"commerce.payments","name":"Payments","confidence":1,"provenance":"derived"},{"slug":"commerce.ecommerce","name":"E-commerce Operations","confidence":1,"provenance":"derived"},{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"derived"},{"slug":"security.identity","name":"Identity & Access","confidence":1,"provenance":"derived"},{"slug":"security.secrets","name":"Secrets Management","confidence":1,"provenance":"derived"},{"slug":"commerce.pricing","name":"Pricing & Quotes","confidence":0.992,"provenance":"derived"},{"slug":"finance.accounting","name":"Accounting","confidence":0.948,"provenance":"derived"},{"slug":"data.database","name":"Databases","confidence":0.919,"provenance":"derived"}],"categories":["commerce","data","finance","security"]},"observed":{"status":"live","statusReason":"Responded 7h ago.","lastOkAt":"2026-09-07T23:24:27.858Z","lastProbedAt":"2026-09-07T23:24:27.858Z","statusComputedAt":"2026-09-07T23:34:38.587Z","reliability30d":{"probes":4,"successRate":1,"p50Ms":346},"latestObservations":[{"at":"2026-09-08T06:24:13.026Z","kind":"mcp_initialize","ok":true,"httpStatus":200,"latencyMs":499,"error":null,"detail":{"tools":[{"name":"schwab_check_balance","description":"Check a patron's credit balance at this operator.\n\nThis is the patron's spending balance — credits purchased via\nLightning for tool calls at this operator. For "},{"name":"schwab_purchase_credits","description":"Buy credits via Bitcoin Lightning.\n\nCreates a Lightning invoice. Pay it with any Lightning wallet,\nthen call check_payment to confirm. Proof of npub ownership i"},{"name":"schwab_check_payment","description":"Check the payment status of a Lightning invoice.\n\nCall after paying the invoice from purchase_credits.\nFree — no credits required. Proof of npub ownership is re"},{"name":"schwab_restore_credits","description":"Credit a patron's ledger from a BTCPay-settled invoice.\n\n**RESTRICTED to the operator** — the operator owns the books and is\nthe only party who can issue a manu"},{"name":"schwab_account_statement","description":"Generate a patron's account statement at this operator.\n\nReturns the patron's purchase history, active credit tranches,\nper-tool usage breakdown, and recent dai"},{"name":"schwab_account_statement_infographic","description":"Generate a visual SVG infographic of your account statement.\n\nReturns the same data as account_statement, rendered as a dark-themed\nSVG graphic with balance her"},{"name":"schwab_report_issue","description":"File a field report about this service as a GitHub issue on the operator's repo.\n\nFound a tool's metadata or response wrong or confusing? Report it where the to"},{"name":"schwab_service_status","description":"Check the health and configuration of this service. Free."},{"name":"schwab_get_operator_onboarding_status","description":"Report this operator's configuration readiness.\n\nShows which operator settings are configured, which are missing,\nand how to deliver each missing value. For pat"},{"name":"schwab_get_patron_onboarding_status","description":"Report a patron's credential readiness for this operator.\n\nFor set-once services (eXcalibur, TheBrain), shows which patron\nsecrets are configured and which are "},{"name":"schwab_session_status","description":"Check operator readiness. Returns the operator lifecycle\nstate and clear guidance on what to do next. Free.\n\nLifecycle states:\n- ready: Operator is warm and ful"},{"name":"schwab_request_credential_channel","description":"Open a Secure Courier channel for credential delivery.\n\nThis is the CREDENTIAL-DELIVERY flow — use it to hand over a service\nsecret (API keys, tokens). To merel"},{"name":"schwab_receive_credentials","description":"Pick up credentials from the Secure Courier.\n\nCompletes the CREDENTIAL-DELIVERY flow (the ownership-proof\ncounterpart is ``receive_npub_proof``).\n\n**Call this o"},{"name":"schwab_forget_credentials","description":"Delete vaulted credentials for a specific service and npub.\n\nFor operator credentials, pass the operator's own npub. For patron\ncredentials, pass the patron's n"},{"name":"schwab_update_patron_credential","description":"Add or update a single patron credential field.\n\nMerges into existing stored credentials without affecting\nother fields. Useful for setting an account identifie"},{"name":"schwab_update_operator_credential","description":"Add or update a single operator secret field.\n\nMerges into the operator's stored credentials without touching the\nothers — the field-level counterpart to re-del"},{"name":"schwab_delete_patron_credential","description":"Remove a single patron credential field.\n\nDeletes one field from stored credentials without affecting\nother fields. Free. Proof of npub ownership is required —\n"},{"name":"schwab_delete_operator_credential","description":"Remove a single operator secret field.\n\nDeletes one key from the operator's encrypted credential blob without\ntouching the others — the field-level counterpart "},{"name":"schwab_get_patron_credential_fields","description":"List stored patron credential field names (not values).\n\nReturns the names of fields stored for a patron, plus each\nfield's ``delivered_at`` ISO-8601 timestamp "},{"name":"schwab_begin_oauth","description":"Start the OAuth2 authorization flow.\n\nReturns an authorization URL. Open it in a browser to log in\nand authorize. Then call ``check_oauth_status`` with the\nsame"},{"name":"schwab_check_oauth_status","description":"Check whether the OAuth2 authorization flow has completed.\n\nCall after opening the authorization URL from ``begin_oauth``\nand completing the login in your brows"},{"name":"schwab_request_npub_proof","description":"Request npub ownership proof from a patron via Nostr DM.\n\nThis is the npub-OWNERSHIP-PROOF flow — use it when a call returns\n``proof_required``. It proves the c"},{"name":"schwab_receive_npub_proof","description":"Receive npub ownership confirmation from a patron.\n\nCompletes the npub-OWNERSHIP-PROOF flow (the credential-delivery\ncounterpart is ``receive_credentials``).\n\n*"},{"name":"schwab_check_proof_status","description":"Check whether a previously-cached dpop_token is still valid.\n\nMirrors ``check_oauth_status`` for the npub-proof flow: a calling\nagent can ask \"will my next paid"},{"name":"schwab_oracle_how_to_join","description":"Get DPYC onboarding instructions from the Oracle. Free."},{"name":"schwab_oracle_get_tax_rate","description":"Get the current DPYC certification tax rate. Free."},{"name":"schwab_oracle_lookup_member","description":"Look up a DPYC community member by npub. Free."},{"name":"schwab_oracle_about","description":"Describe the DPYC ecosystem via the Oracle. Free."},{"name":"schwab_oracle_network_advisory","description":"Get active network advisories from the Oracle. Free."},{"name":"schwab_check_authority_balance","description":"Check this operator's tax balance at the Authority.\n\nReturns the sats available for certifying patron credit purchases.\nWhen this balance reaches zero, patron t"},{"name":"schwab_get_pricing_model","description":"Get the active pricing model for this operator. Free.\n\nIf no model exists, self-initializes a scaffold with all\nregistered tools at 0 sats. No economic data fr"},{"name":"schwab_set_pricing_model","description":"Set the active pricing model. RESTRICTED to operator.\n\nRequires a valid proof (Schnorr-signed kind-27235 event)\nproving the caller holds the operator's nsec."},{"name":"schwab_reset_pricing_model","description":"Erase all pricing models and restore a viable default.\n\nDeletes every stored model, then self-initializes a fresh one\nfrom the tool registry — all tools at 0 sa"},{"name":"schwab_request_adoption","description":"Ask a chosen Authority to adopt this operator (deferred courtship).\n\nRESTRICTED to the operator — requires proof the caller controls this\noperator's npub. Resol"},{"name":"schwab_adoption_status","description":"Check this operator's adoption-request status at a chosen Authority.\n\nFree. Polls the Authority MCP-to-MCP for the status of this operator's\nrequest (pending / "},{"name":"schwab_restore_neon_schema","description":"Re-run ``ensure_schema()`` on every NeonVault this operator uses.\n\nDiagnostic / recovery tool for the case where the Neon HTTP SQL API\nis returning persistent 4"},{"name":"schwab_list_canonical_identities","description":"Return canonical (tool_id, mcp_name, …) for every tool the wheel exposes.\n\nThe authoritative source for any client (Studio, agents, FE)\nthat needs to know how t"},{"name":"schwab_get_nostr_profile","description":"Read an npub's public Nostr profile (NIP-01 kind-0 metadata).\n\nFree, no proof — the data is already public on relays. Returns the\nlatest metadata fields (name, "},{"name":"schwab_publish_nostr_profile","description":"Publish a CLIENT-SIGNED kind-0 profile to relays for an npub.\n\nThe wheel never holds a patron nsec. The frontend signs the kind-0\nmetadata event with the patron"},{"name":"schwab_check_price","description":"Preview the effective cost of a tool call.\n\nShows the base cost and any constraint effects (discounts, free\ntrials, surge pricing). Free — no credits required."},{"name":"schwab_list_constraint_types","description":"List all available constraint types and their parameter schemas.\n\nReturns the type, category, description, and parameter specs for\nevery constraint that can be "},{"name":"schwab_mint_coupon","description":"Create a new operator-owned discount coupon."},{"name":"schwab_list_coupons","description":"List every coupon this operator has minted (newest first).\n\nEach row carries the current ``times_redeemed`` counter — the\nStudio renders a progress bar from thi"},{"name":"schwab_update_coupon","description":"Patch a coupon's editable fields.\n\nPass only the fields you want to change. To set a cap to\nunlimited (NULL in the schema), pass ``clear_uses_per_patron=true``"},{"name":"schwab_delete_coupon","description":"Delete a coupon. Cascades to all patron redemptions.\n\nAny chain step referencing the deleted coupon_id becomes a\nno-op (the constraint returns neutral on unkno"},{"name":"schwab_redeem_coupon","description":"Claim a coupon by its name (the code the operator shared).\n\nLooks up the operator's coupon by ``code``, validates the window\nand total cap, and records a per-pa"},{"name":"schwab_list_my_coupons","description":"List the coupons this patron has redeemed on this operator.\n\nReturns both active and exhausted redemptions with a per-row\n``status`` (``active`` / ``window_clos"},{"name":"schwab_forget_coupon","description":"Remove a coupon from this patron's redemption list.\n\nCosmetic only — the coupon itself still exists at the operator,\nand the patron can re-redeem the same code "},{"name":"schwab_notarize_ledger","description":"Build a Merkle tree of all patron balances and submit the root\nto Bitcoin via OpenTimestamps.\n\nOperator-only background task. Bitcoin confirmation takes 1-6 hou"},{"name":"schwab_get_notarization_proof","description":"Generate a Merkle inclusion proof that a patron's balance was\nincluded in a Bitcoin-notarized snapshot."},{"name":"schwab_list_notarizations","description":"List recent Bitcoin notarization records."},{"name":"schwab_get_account_numbers","description":"List Schwab account numbers and their hash identifiers.\n\nCall after completing OAuth. Returns accounts with hash values\nneeded for brokerage data tools. Then ca"},{"name":"schwab_get_brokerage_positions","description":"Get current positions in the active Schwab account, with automatic\nvertical-spread detection.\n\nPulls Schwab's account endpoint with fields=\"positions\" and emits"},{"name":"schwab_get_brokerage_balances","description":"Get the active Schwab account's current balance summary.\n\nPulls Schwab's account endpoint and returns four bold lines:\n\n **Cash Balance:** currentBalances.cash"},{"name":"schwab_get_stock_quote","description":"Get real-time quotes for one or more symbols."},{"name":"schwab_get_option_chain","description":"Get a filtered option chain suitable for spread evaluation.\n\nReturns a markdown table of surviving contracts with one row per leg.\nHeader line carries the under"},{"name":"schwab_get_price_history","description":"Get historical OHLCV candle data for a symbol.\n\nReturns a markdown table of the most recent candles within the requested\nperiod, capped at the last 30 rows for "},{"name":"schwab_get_market_movers","description":"Get top movers for a market index — Schwab's curated mover screener.\n\nReturns up to 20 rows (capped server-side here, not by Schwab) in a\nmarkdown table."},{"name":"schwab_get_market_hours","description":"Get trading hours for one or more market types.\n\nReturns nested markdown — one block per market product Schwab knows\nabout within the requested categories:\n\n *"},{"name":"schwab_search_instruments","description":"Search Schwab's instrument catalog by symbol, name, or CUSIP.\n\nReturns up to 25 results in a markdown list (capped server-side here;\nSchwab itself may return mo"},{"name":"schwab_get_brokerage_orders","description":"Get order history for the active Schwab account.\n\nReturns one markdown row per order:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **** [] | / / ... |\n Pr"},{"name":"schwab_get_brokerage_order","description":"Get full details for a single order by Schwab order ID.\n\nReturns the same one-line markdown format as get_brokerage_orders, with\nthe average fill price computed"},{"name":"schwab_get_brokerage_transactions","description":"Get transaction history for the active Schwab account.\n\nReturns one markdown row per transaction:\n\n - **** [] | x |"},{"name":"schwab_get_brokerage_transaction","description":"Get full details for a single transaction by Schwab transaction ID.\n\nReturns the same one-line markdown format as get_brokerage_transactions:\n\n - **