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8 clients · secrets stay placeholders

JSON (mcpServers)Claude CodeCodexOpenCodeCursorVS CodeGemini CLIGoose

{
  "mcpServers": {
    "schwab-mcp": {
      "type": "http",
      "url": "https://schwab-mcp.fastmcp.app/mcp"
    }
  }
}

claude mcp add --transport http schwab-mcp https://schwab-mcp.fastmcp.app/mcp

[mcp_servers.schwab-mcp]
url = "https://schwab-mcp.fastmcp.app/mcp"

{
  "$schema": "https://opencode.ai/config.json",
  "mcp": {
    "schwab-mcp": {
      "type": "remote",
      "url": "https://schwab-mcp.fastmcp.app/mcp",
      "enabled": true
    }
  }
}

{
  "mcpServers": {
    "schwab-mcp": {
      "type": "http",
      "url": "https://schwab-mcp.fastmcp.app/mcp"
    }
  },
  "deeplink": "cursor://anysphere.cursor-deeplink/mcp/install?name=schwab-mcp&config=eyJ0eXBlIjoiaHR0cCIsInVybCI6Imh0dHBzOi8vc2Nod2FiLW1jcC5mYXN0bWNwLmFwcC9tY3AifQ%3D%3D"
}

{
  "servers": {
    "schwab-mcp": {
      "type": "http",
      "url": "https://schwab-mcp.fastmcp.app/mcp"
    }
  }
}

{
  "mcpServers": {
    "schwab-mcp": {
      "httpUrl": "https://schwab-mcp.fastmcp.app/mcp"
    }
  }
}

extensions:
  "schwab-mcp":
    enabled: true
    name: "schwab-mcp"
    type: streamable_http
    uri: "https://schwab-mcp.fastmcp.app/mcp"
    timeout: 300

Quality 70 / 100needs work

protocoln/a · weight 25

n/a
protocol.modern, protocol.stateless, protocol.transport, protocol.list_ttlno remote answered a protocol handshake (not probed yet, unreachable, or local-only)

authorization83 · weight 15

pass
auth.prmProtected Resource Metadata (RFC 9728) published
pass
auth.as_metadataauthorization server metadata reachable
warn
auth.cimdonly Dynamic Client Registration, deprecated in 2026-07-28 in favour of CIMD
n/a
auth.secret_in_urlno templated URL

tool hygiene86 · weight 30

pass
tools.descriptionsevery tool has a description
warn
tools.description_length7 tools have descriptions over 1,024 characters, which crowds the context
pass
tools.schemasevery tool has an object input schema
pass
tools.annotations65 of 65 tools declare readOnlyHint or destructiveHint
pass
tools.directory_hintsevery tool declares readOnlyHint, destructiveHint, idempotentHint and openWorldHint
warn
tools.token_costabout 17,179 tokens to load every tool
pass
tools.api_dumptools are not a one-to-one API dump

stability25 · weight 15

warn
stability.changes72 tool changes in 30 days
fail
stability.rug_pull2 tools kept their name but changed most of their description in 30 days; review before trusting them

dependenciesn/a · weight 15

n/a
deps.known_vulns, deps.mcp_sdk_version, deps.resolvableno npm or PyPI package

65 tools, about 17,179 tokens to load them all · tool set 2eceebd04f34 · tools last changed 2026-10-15 · checked 2026-10-19 20:06 UTC

Tool changes

2026-10-15schwab_get_brokerage_transactionchangedtitle, input schema, annotations
2026-10-15schwab_get_brokerage_transactionschangedtitle, input schema, annotations
2026-10-15schwab_get_brokerage_orderchangedtitle, input schema, annotations
2026-10-15schwab_get_brokerage_orderschangedtitle, input schema, annotations
2026-10-15schwab_search_instrumentschangedtitle, input schema, annotations
2026-10-15schwab_get_market_hourschangedtitle, input schema, annotations
2026-10-15schwab_get_market_moverschangedtitle, input schema, annotations
2026-10-15schwab_get_price_historychangedtitle, input schema, annotations
2026-10-15schwab_get_option_chainchangedtitle, input schema, annotations
2026-10-15schwab_get_stock_quotechangedtitle, input schema, annotations

Showing the latest 10. Full history: list_changes · trend: quality JSON.

Checks run on what our credential-free, read-only probes observe; tools are never called and no code audit is performed. How it is computed.

Trust 91 / 100

provenance80

liveness100

freshness85

hygiene100

+repository +namespace-matches-repo +reachable +uptime-100% ~updated-56d-ago

Derived from observable signals (official registry feed and our own credential-free probes); no code audit performed. How it is computed.

Endpoints

remote	auth	reachable	uptime 30d	p50	protocol	last ok
`https://schwab-mcp.fastmcp.app/mcp` streamable-http	oauth2 AS: https://schwab-mcp.fastmcp.app/	yes	100%	427 ms	–	2026-10-19

Tools (65)

`schwab_account_statement`read-only	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 is the patron's spending account — not the operator's Authority tax balance. Free — no credits consumed. Proof of npub ownership is required to prevent statement-scraping of arbitrary patrons.
`schwab_account_statement_infographic`read-only	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, health gauge, tranche table, and tool usage breakdown. Costs 1 api_sat per call. Proof is verified by ``debit_or_deny`` before any cost is incurred.
`schwab_adoption_status`read-only	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 / provisioned).
`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 npub to complete. Free. Proof of npub ownership is required so an observer cannot DOS your account by initiating OAuth flows in your name. Do NOT call this pre-emptively. If a session may still be valid, attempt the live tool call first and only begin OAuth when it fails with ``upstream_auth_refresh_needed``. A 'pending' ``check_oauth_status`` is not evidence that an existing session has lapsed.
`schwab_check_authority_balance`read-only	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 certified and the operator must call purchase_credits on the Authority. This is the operator's own funding — not a patron balance. Free.
`schwab_check_balance`read-only	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 balance at the Authority (needed to certify patron purchases), use authority_check_balance instead. Free — no credits required. Proof of npub ownership is required to prevent anyone-with-the-registry from enumerating balances.
`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 browser. Free. Proof of npub ownership is required: OAuth status exposes which upstream services a patron has connected. A 'pending' result here does NOT prove an existing session has lapsed — it only reports this authorization attempt. To find out whether a session still works, attempt the live call; fall back to ``begin_oauth`` only on an explicit ``upstream_auth_refresh_needed`` error.
`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 required to prevent credit-grant front-running by an observer of the invoice ID.
`schwab_check_price`read-only	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_check_proof_status`read-only	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 burning credits on a guaranteed failure. Expiry is read from the grant itself; the only store consulted is the patron's revocation watermark. Free, no side effects — touches no relay.
`schwab_delete_coupon`destructive	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 surfaces orphan references as warnings. RESTRICTED to operator — requires proof.
`schwab_delete_operator_credential`destructive	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_credentials``, which wipes the whole row. Use it to retire a leftover after an SDK cutover (a Prefect key after Modal, or a stored but untemplated orphan like ``anthropic_api_key``) without taking the operator down for a full re-delivery. Stored-but-untemplated fields are first-class: the delete is keyed on what is vaulted, not on what the current template declares. Idempotent — already-absent fields report ``removed: false`` without rewriting the vault. RESTRICTED to the operator — requires the operator's proof (a kind-27235 event or a proof grant); patron proofs are rejected. A deletion is as destructive as a write.
`schwab_delete_patron_credential`destructive	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 the patron's sensitive credential vault.
`schwab_forget_coupon`destructive	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 window allows. Free — requires proof of ``npub``.
`schwab_forget_credentials`destructive	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 proof of npub ownership — a deletion is as destructive as a write.
`schwab_get_account_numbers`read-only	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_credential(field="account_hash", value=<hash>)`` to set your preferred account. Free (no api_sats deducted) but proof-gated: the caller must prove Schnorr-control of ``npub`` via ``request_npub_proof`` + ``receive_npub_proof`` first, then pass the resulting token here. Without the proof check, an attacker who knew a patron's public npub could fetch that patron's Schwab account hashes (IDOR).
`schwab_get_brokerage_balances`read-only	Get the active Schwab account's current balance summary. Pulls Schwab's account endpoint and returns four bold lines: Cash Balance: currentBalances.cashBalance Buying Power: currentBalances.buyingPower Net Liquidation: currentBalances.liquidationValue Day P&L: currentBalances.liquidationValue − initialBalances.liquidationValue Day P&L is the session change in mark-to-market equity (the canonical measure of "how much did I make/lose today"). Schwab's account response does not expose a single "dayProfitLoss" field — the convention is to compute the delta against the start-of-day snapshot. Two fallback guards apply to Day P&L: 1. Missing snapshot — if either initialBalances or currentBalances is absent or has a zero liquidationValue, Day P&L reports 0.0 rather than treating zero as the baseline (which would print today's full equity as P&L). 2. Suspect snapshot — if the computed Day P&L is larger in absolute value than half of current liquidation value (e.g. $17,442 P&L on an $8,847 account), the initialBalances snapshot is treated as stale or partial and Day P&L reports 0.0. A legitimate 50%+ session change is implausible for any normal account; the tool underreports in the rare real-50% case rather than emitting nonsense in the more common stale-snapshot case. When Day P&L reads $0.00 on a session where you expect a real number, one of those two guards fired. Cross-check against position-level P&L via get_brokerage_positions.
`schwab_get_brokerage_order`read-only	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 executionLegs: - <orderId> [<status>] <orderType> \| <legs> \| Price: $X @ $avg_fill \| Filled: <qty> \| <enteredTime> Use this when you already have an orderId (e.g., from get_brokerage_orders or from a fill notification) and want a single crisp row rather than the full history list.
`schwab_get_brokerage_orders`read-only	Get order history for the active Schwab account. Returns one markdown row per order: - <orderId> [<status>] <orderType> \| <leg1> / <leg2> / ... \| Price: $X @ $avg_fill \| Filled: <qty> \| <enteredTime> Each leg formats as "<instruction> <quantity>x <symbol>" (e.g. "BUY 1x AAPL", "SELL_TO_OPEN 5x AAPL 240315C00185000"). The avg_fill suffix is the average across all executionLegs.price values for the order; omitted if the order has no fills yet. Date-window default — when from_date and to_date are both blank, the tool defaults to the last 30 days (in UTC). Pass either parameter to override; if you pass one, pass both. Schwab's order status enum (values you can pass to status_filter): AWAITING_PARENT_ORDER, AWAITING_CONDITION, AWAITING_STOP_CONDITION, AWAITING_MANUAL_REVIEW, ACCEPTED, AWAITING_UR_OUT, PENDING_ACTIVATION, QUEUED, WORKING, REJECTED, PENDING_CANCEL, CANCELED, PENDING_REPLACE, REPLACED, FILLED, EXPIRED, NEW.
`schwab_get_brokerage_positions`read-only	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 markdown sections, omitting any that are empty: ## Spreads — vertical spreads detected from paired option legs: - <underlying> <spread_type> (<short_strike>/<long_strike> P\|C exp <date>, DTE <n>) \| Credit: $X \| Max Loss: $Y \| Current: $Z \| P&L: $W ## Options (unmatched) — single legs not paired into a spread: - <underlying> <strike> P\|C exp <date> (DTE <n>) \| Qty: ±N \| Avg: $X \| MktVal: $Y \| P&L: $Z ## Equities — long/short share positions: - <symbol> \| Qty: ±N \| Avg: $X \| Price: $Y \| P&L: $Z Quantities are computed as (longQuantity − shortQuantity) — short positions show as negative numbers in Qty. Spread detection is heuristic: legs of the same underlying with matching expiration and put/call type, opposite long/short direction, and adjacent strikes get paired. Anything that doesn't fit cleanly drops into Options (unmatched). The tool does not currently detect iron condors, butterflies, or calendars — those will appear as multiple Options (unmatched) rows.
`schwab_get_brokerage_transaction`read-only	Get full details for a single transaction by Schwab transaction ID. Returns the same one-line markdown format as get_brokerage_transactions: - <activityId> [<type>] <tradeDate> \| <symbols/qtys> \| Net: $<amount> Use this when you have a specific transactionId (from get_brokerage_transactions, a journal entry, or a confirmation) and want the canonical row rather than scanning a history window.
`schwab_get_brokerage_transactions`read-only	Get transaction history for the active Schwab account. Returns one markdown row per transaction: - <activityId> [<type>] <tradeDate> \| <qty>x <symbol> \| <qty>x <symbol> ... \| Net: $<amount> Symbols come from the transaction's transferItems collection (one item per leg, e.g. equity bought + cash debit), with the per-leg amount as quantity. When no transferItems have symbols, the row falls back to the transaction's description text in place of the symbol list. Date-window default — when from_date and to_date are both blank, the tool defaults to the last 30 days (in UTC). Pass both or neither. Schwab's transaction type enum (values you can pass to transaction_types): TRADE, RECEIVE_AND_DELIVER, DIVIDEND_OR_INTEREST, ACH_RECEIPT, ACH_DISBURSEMENT, CASH_RECEIPT, CASH_DISBURSEMENT, ELECTRONIC_FUND, WIRE_OUT, WIRE_IN, JOURNAL, MEMORANDUM, MARGIN_CALL, MONEY_MARKET, SMA_ADJUSTMENT. Empty string = all types.
`schwab_get_market_hours`read-only	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> — OPEN \| CLOSED Pre Market: YYYY-MM-DDTHH:MM — YYYY-MM-DDTHH:MM Regular Market: YYYY-MM-DDTHH:MM — YYYY-MM-DDTHH:MM Post Market: YYYY-MM-DDTHH:MM — YYYY-MM-DDTHH:MM Sessions are emitted only when Schwab reports hours for them — a closed market on a weekend or holiday will have no session lines under it.
`schwab_get_market_movers`read-only	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_nostr_profile`read-only	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, picture, banner, nip05, website, lud16) or an empty profile if none is published.
`schwab_get_notarization_proof`read-only	Generate a Merkle inclusion proof that a patron's balance was included in a Bitcoin-notarized snapshot.
`schwab_get_operator_onboarding_status`read-only	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 status, use get_patron_onboarding_status instead. Free.
`schwab_get_option_chain`read-only	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 active filter constants.
`schwab_get_patron_credential_fields`read-only	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 secrets vaulted before timestamps were recorded). Values are never exposed — use this to verify which fields are configured and how old each one is. Free. Proof of npub ownership is required: the list of configured fields is itself sensitive (reveals which integrations a patron has set up).
`schwab_get_patron_onboarding_status`read-only	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/OAuth2 services (Schwab), reports that no patron credentials are needed. Free. Proof of npub ownership is required because credential presence is sensitive information about the patron's setup.
`schwab_get_price_history`read-only	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 footnote line is added when truncation occurs so the agent knows more data was available.
`schwab_get_pricing_model`read-only	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.
`schwab_get_stock_quote`read-only	Get real-time quotes for one or more symbols.
`schwab_list_canonical_identities`read-only	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 its tools. Reconcile uses this output to UUID-join against the stored pricing model — no name-based UUID derivation, no guessing. Includes both ToolIdentity-seeded tools and any UUID recorded by ``@paid_tool`` that is missing from the registry. The latter appear with ``registered: false`` (and in the top-level ``unregistered`` array) so Reconcile can flag deploy drift instead of silently reporting clean when a live tool was never seeded (#174). If the operator renames a function or rebrands a slug, the mcp_name in this output changes but tool_id stays. That's the whole point of the canonical-UUID design. Also diffs the live FastMCP wire surface against the registry. Tools exposed on the wire but absent from the registry appear in ``unregistered`` so Reconcile can flag deploy drift instead of silently under-reporting (issue #175). Free, no side effects.
`schwab_list_constraint_types`read-only	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 pipeline. Free — no credits required.
`schwab_list_coupons`read-only	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_uses``. RESTRICTED to operator — requires proof.
`schwab_list_my_coupons`read-only	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_limit`` / ``total_limit``). Free — requires proof of ``npub``.
`schwab_list_notarizations`read-only	List recent Bitcoin notarization records.
`schwab_mint_coupon`	Create a new operator-owned discount coupon. The coupon owns its binding: ``tool_ids`` names the tools it discounts, and re-pricing a tool never touches it. A coupon bound to no tool discounts nothing, however many patrons redeem it.
`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 hours. Free — no credits required.
`schwab_oracle_about`read-only	Describe the DPYC ecosystem via the Oracle. Free.
`schwab_oracle_get_tax_rate`read-only	Get the current DPYC certification tax rate. Free.
`schwab_oracle_how_to_join`read-only	Get DPYC onboarding instructions from the Oracle. Free.
`schwab_oracle_lookup_member`read-only	Look up a DPYC community member by npub. Free.
`schwab_oracle_network_advisory`read-only	Get active network advisories from the Oracle. Free.
`schwab_publish_nostr_profile`destructive	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 NIP-07 extension and passes the signed event (JSON) here; the wheel verifies the signature matches the npub, then relays it to public relays. The signature is the authorization — no proof token, no key custody. Free.
`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 is required so credits land in the correct ledger. Free — no credits required to call.
`schwab_receive_credentials`destructive	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 confirms they have replied. Deterministic, one-shot retrieval: name the response you want with ``(sender_npub, service, dpop_token)`` and the tool drains ONLY the rendezvous relay that channel was pinned to. Every popped DM with the wrong session phrase is deleted and its sender is NACK'd; the first DM with the matching phrase is accepted (ACK'd) and the scan stops. If none match, the queue is drained and a ``courier_not_found`` result is returned. Do NOT poll, loop, or retry. If a credential_card (ncred1...) is provided, it is redeemed directly without any relay access (dpop_token not required for that path). On success, the payment processor client is reinitialized from the new credentials — no server restart needed.
`schwab_receive_npub_proof`destructive	Receive npub ownership confirmation from a patron. Completes the npub-OWNERSHIP-PROOF flow (the credential-delivery counterpart is ``receive_credentials``). Call this only after the user confirms they have replied. Deterministic, one-shot retrieval: name the response with ``(patron_npub, dpop_token)`` — the ``dpop_token`` being the value returned by ``request_npub_proof``. The tool drains ONLY the pinned rendezvous relay that challenge was published on, stopping at the DM whose phrase matches. Mismatched DMs are deleted and NACK'd (without revealing the expected phrase). If called before the user replies, their message will never be found. Do NOT poll, loop, or retry. The signed DM itself proves npub ownership (the patron's nsec signed it). On success, returns a new ``dpop_token``: an Operator-signed proof grant envelope ``{"grant": …, "nonce": …}`` bound to the patron, this challenge, and the duration the patron named. The calling application MUST remember that whole string and pass it as ``dpop_token`` on every subsequent paid tool call. The grant is self-verifying; nothing about it is stored here. Free.
`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-patron redemption row. Subsequent paid tool calls on this MCP auto-apply the discount until ``uses_per_patron`` is exhausted. Free — no credits required. Requires proof of ``npub``. Idempotent: redeeming the same code twice returns the existing redemption.
`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 tool lives. The author of record is your npub — no npub / no proof, no issue — and it is stamped into the issue so the report is attributed to you, not the operator. Costs a small fee (a free write to an issue tracker would be abused). The report is PUBLIC and goes to the maintainers' normal triage; nothing is verified here. Returns the filed issue's repo, number, and url. If this operator has not enabled field reports, returns an "issue reporting not configured" situation and you are not charged.
`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. Resolves the Authority's MCP endpoint from the community registry, mints an inline ownership proof with this operator's nsec, and delivers the request MCP-to-MCP. The Authority records it as pending; its owner approves on their own time. Poll ``adoption_status`` for progress; the operator flips to ``ready`` once the Authority provisions it.
`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 merely prove you control an npub (the usual answer to a ``proof_required`` error), use ``request_npub_proof`` instead. Note: dynamic/OAuth2 services (e.g. Schwab) need NO couriered secret — check ``service_status`` first. Sends a welcome DM with a credential template. The recipient must read the DM in their Nostr client, fill in the fields, and reply manually. This is a human-in-the-loop flow. After calling this tool, STOP and tell the user what to do. Wait for the user to confirm they have replied before calling ``receive_credentials``. Do NOT poll or retry — each ``receive_credentials`` call destructively drains the relay mailbox.
`schwab_request_echo`read-only	Echo what the client sent with this request. Free. Reports the URL path and query, the headers, the cookies and the MCP request ``_meta``. Values are SHA-256 fingerprints, so nothing a client sends is repeated back; equal fingerprints mean equal values. Call it from two conversations and compare: a value that stays the same within one and changes between them identifies the conversation.
`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 caller controls an npub; it does NOT deliver any service secret. To hand an operator its API keys or OAuth secrets, use ``request_credential_channel`` instead. Sends a challenge DM that the patron must sign and reply to using their Nostr client. This is a human-in-the-loop flow. After calling this tool, STOP and tell the user to check their Nostr client and reply to the challenge. Wait for the user to confirm they have replied before calling ``receive_npub_proof``. Do NOT poll or retry — each ``receive_npub_proof`` call destructively drains the relay mailbox. Returns a ``dpop_token`` — the one-time challenge nonce shown in the DM. Pass it to ``receive_npub_proof`` to collect the reply. It is a matching token, not a credential: on its own it authorizes nothing. Lifecycle: ``receive_npub_proof`` returns the proof grant, which expires after the duration the patron named in their reply. When it expires, call ``request_npub_proof`` again for a fresh challenge, then wait for the user, then call ``receive_npub_proof``. Free.
`schwab_reset_pricing_model`destructive	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. Returns the new model. RESTRICTED to operator — requires proof (nsec-signed).
`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 manual credit grant. Patrons who believe they paid but never got credits must escalate to the operator's support, who then invokes this tool on their behalf. Use cases: cold-start vault races during check_payment, ncred delivery hiccups, patrons closing Top-Off sheets before settle, any infrastructure incident that left an invoice settled at BTCPay but uncredited on the operator's ledger. Idempotent — if the invoice is already credited (in the patron's ``credited_invoices``), returns success with credits_granted=0.
`schwab_restore_neon_schema`	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 missing. Every statement is idempotent, so a clean re-run is harmless; the breadcrumb is rewritten at the end. Returns one step per concern, with Neon's own error text inline for any that failed. RESTRICTED to operator — requires proof (nsec-signed).
`schwab_search_instruments`read-only	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 footnote appears when the full result set exceeded 25. Each row carries: symbol, asset type, description, optional exchange, optional CUSIP, and — when projection="fundamental" — P/E, dividend yield, and market cap in $B or $M. - <SYM> (<ASSET_TYPE>) — <description> [<EXCHANGE>] CUSIP:<CUSIP> \| P/E:N.N \| Yield:N.NN% \| MktCap:$XB Projection options (Schwab's API enum — determines how the search term is interpreted, not just what fields come back): - symbol-search: exact match on symbol (default; cheapest call). - symbol-regex: regex match against symbols. The pattern is regex, not a glob — "AAP.*" matches AAPL, AAP, etc. - desc-search: full-text match against the instrument description ("Apple", "semiconductor"). - desc-regex: regex against descriptions. - fundamental: fetch fundamentals (P/E, yield, market cap) for a specific symbol. Use this when you already know the ticker and want the numbers, not a search.
`schwab_service_status`read-only	Check the health and configuration of this service. Free.
`schwab_session_status`read-only	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 call. Proceed with tool calls — this is the answer the moment the vault is up. - warming_up: Persistence could not be reached on this call (a transient failure, seen, not assumed). Retry; the next call completes the bootstrap. Never reported on a clock. - misconfigured: Persistence rejected a query with a permanent SQL error (permission denied, missing relation). Paid tools will fail until the operator repairs the database — retrying does not help. - quota_exceeded: The persistence provider (Neon) answered HTTP 402 — the operator's database has exhausted its compute/storage quota, so the books are locked for billing. Paid tools fail; retrying does NOT help. The operator's Authority must restore capacity (upgrade the plan or wait for the quota reset). Free tools remain available. - not_registered: Operator has no Authority relationship yet. Call register_operator first. - no_identity: Operator nsec is not configured. Deployment issue.
`schwab_set_pricing_model`destructive	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_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`` or ``clear_total_uses=true``. Renaming the code is allowed — existing patron redemption rows survive (they key on coupon id). ``tool_ids`` replaces the coupon's binding — tool ids or MCP tool names, ``["*"]`` for every paid tool, ``[]`` to unbind it. RESTRICTED to operator — requires proof.
`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-delivering the whole bundle over Secure Courier. Use it to rotate one secret (a reissued ``btcpay_api_key``, say) without restating the six you did not change, where any field omitted from a courier reply is destroyed. The value is never echoed back. RESTRICTED to the operator — requires the operator's proof (a kind-27235 event or a proof grant); patron proofs are rejected.
`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 identifier after OAuth, changing a default brain, etc. Free. Proof of npub ownership is required — this is a write to the patron's sensitive credential vault.

Schemas: list_tools.

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Official server.json

{
  "name": "io.github.lonniev/schwab-mcp",
  "$schema": "https://static.modelcontextprotocol.io/schemas/2025-12-11/server.schema.json",
  "remotes": [
    {
      "url": "https://schwab-mcp.fastmcp.app/mcp",
      "type": "streamable-http"
    }
  ],
  "version": "0.13.6",
  "repository": {
    "url": "https://github.com/lonniev/schwab-mcp",
    "source": "github"
  },
  "description": "Multi-tenant FastMCP server for Charles Schwab brokerage data, monetized via DPYC Tollbooth"
}