Does Charles Schwab have an MCP server?

Schwab frames this as a partnership and integration rather than a published server, see https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx. No public endpoint, transport, tool list or scope breakdown was found in the material reviewed, so start read-only and confirm directly with your Schwab relationship team what an authenticated connection actually exposes, including whether trading or other write actions are in scope.

This official route is unrelated to the separate community-built 'Charles Schwab Brokerage' integration also in this directory, which is unofficial software against Schwab's brokerage API, not written or supported by Schwab, and may expose order placement in some implementations. Do not confuse the two when deciding what to connect.

Truthifi's read-only bridge separately lists Schwab-custodied accounts and Pershing NetX360/Wealthscape-adjacent portals among the institutions it connects, per https://truthifi.com/connect-hubs/ai-advisor-platforms, but that is vendor-reported third-party coverage, not a Schwab-published server, and has not been independently tested here.

Connection claims have not been independently tested here. Start with read-only scopes if a route is confirmed. A directory listing is not an endorsement.