schwab mcp for Cursor
io.github.lonniev/schwab-mcp
Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth
client:Cursor
transport:streamable-http
tools:64
Install schwab mcp in Cursor
~/.cursor/mcp.json · windows: %USERPROFILE%\.cursor\mcp.json
{
"mcpServers": {
"schwab-mcp": {
"url": "https://schwab-mcp.fastmcp.app/mcp"
}
}
}Use .cursor/mcp.json in a project root instead to scope it to that project. Cursor merges both. Cursor docs
What Cursor can do once it is connected
- schwab_check_balance
- schwab_purchase_credits
- schwab_check_payment
- schwab_restore_credits
- schwab_account_statement
- schwab_account_statement_infographic
- schwab_report_issue
- schwab_service_status
- schwab_get_operator_onboarding_status
- schwab_get_patron_onboarding_status
- schwab_session_status
- schwab_request_credential_channel
- schwab_receive_credentials
- schwab_forget_credentials
- schwab_update_patron_credential
- schwab_update_operator_credential
- schwab_delete_patron_credential
- schwab_delete_operator_credential
- schwab_get_patron_credential_fields
- schwab_begin_oauth
- schwab_check_oauth_status
- schwab_request_npub_proof
- schwab_receive_npub_proof
- schwab_check_proof_status