MCP serverio.github.lonniev/schwab-mcp

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

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, he

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

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. F

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 cer

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 b

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 n

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 cr

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.

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

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

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_credenti

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 t

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 wind

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

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_c

Get the active Schwab account's current balance summary. Pulls Schwab's account endpoint and returns four bold lines: **Cash Balance:** currentBalances.cashBalance **Buying P

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 executio

Get order history for the active Schwab account. Returns one markdown row per order: - **<orderId>** [<status>] <orderType> | <leg1> / <leg2> / ... | Price: $X @ $avg_fill

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 markdow

Get full details for a single transaction by Schwab transaction ID. Returns the same one-line markdown format as get_brokerage_transactions: - **<activityId>** [<type>] <tradeD

Get transaction history for the active Schwab account. Returns one markdown row per transaction: - **<activityId>** [<type>] <tradeDate> | <qty>x <symbol> | <qty>x <symbol> ...

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>** —

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.

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,

Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.

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

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

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

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

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 footn

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.

Get real-time quotes for one or more symbols.

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 i

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 pi

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_us

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_limi

List recent Bitcoin notarization records.

Create a new operator-owned discount coupon.

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 credit

Describe the DPYC ecosystem via the Oracle. Free.

Get the current DPYC certification tax rate. Free.

Get DPYC onboarding instructions from the Oracle. Free.

Look up a DPYC community member by npub. Free.

Get active network advisories from the Oracle. Free.

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

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 credit

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 c

Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). **Call this only afte

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.

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 **auth

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

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

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 np

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

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. Pat

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

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 fo

Check the health and configuration of this service. Free.

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 cal

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.

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_us

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 bu

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, chang