{
  "page": "https://wealthtech.dev/mcp/schwab-connector",
  "title": "Schwab connector for Claude: tools, setup, cost",
  "description": "Schwab and Anthropic announced on September 14, 2026 that RIAs will access Schwab Advisor Center from Claude through an authenticated connection. The connector covers custodial data such as balances, positions, transactions and cost basis; no endpoint was found on a public page. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.",
  "updated": "2026-10-17",
  "data": {
    "$schema": "https://wealthtech.dev/schema/mcp.schema.json",
    "url": "https://wealthtech.dev/mcp/schwab-connector",
    "title": "Schwab connector for Claude: tools, setup, cost",
    "lastChecked": "2026-10-17",
    "id": "schwab-connector",
    "name": "Schwab connector for Claude",
    "productIds": [
      "schwab-advisor-services"
    ],
    "kind": "vendor-connector",
    "status": "announced",
    "firstSeen": "2026-09-14",
    "endpoint": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No endpoint found. claude.com/marketplace/connectors guesses (schwab, charles-schwab) returned 404 and advisorservices.schwab.com does not mention it. The status \"announced\" here means only that no public endpoint was found."
    },
    "transport": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on any page read."
    },
    "toolCount": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "No tool list found."
    },
    "tools": [],
    "scope": {
      "value": "Account data: balances, positions, transactions, cost basis, alerts, money-movement status",
      "state": "third",
      "checked": "2026-10-17",
      "source": "third",
      "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
      "evidence": "Charles Schwab connects Claude to Schwab Advisor Services custodial data, including balances, positions, transactions, cost basis, alerts, and money-movement status",
      "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
      "note": "Describes the data covered; no read/write scope label is stated."
    },
    "auth": {
      "value": "Authenticated connection to Schwab Advisor Center",
      "state": "verified",
      "checked": "2026-10-17",
      "source": "vendor",
      "url": "https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx",
      "evidence": "RIAs will access Schwab Advisor Center® (SAC.com) from Claude through an authenticated connection",
      "capture": "evidence/mcp-schwab-connector/pressroom-aboutschwab-com-press-releases-press-release-2026-charles-schwab-and-a-422ba163.txt",
      "note": "Protocol not stated."
    },
    "enablement": {
      "value": "Chosen by the advisor during the Claude for Financial Advisors plugin's guided setup",
      "state": "third",
      "checked": "2026-10-17",
      "source": "third",
      "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
      "evidence": "advisors choose which of these to connect during guided setup",
      "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
      "note": "Anthropic's post names Charles Schwab among the partners the plugin works with. Any approval inside a firm, any agreement and the price are not stated, and no public endpoint was found."
    },
    "price": {
      "value": null,
      "state": "unknown",
      "checked": "2026-10-17",
      "note": "Not stated on any page read."
    },
    "listings": [
      {
        "value": "Schwab press release, 2026-09-14",
        "state": "verified",
        "checked": "2026-10-17",
        "source": "vendor",
        "url": "https://pressroom.aboutschwab.com/press-releases/press-release/2026/Charles-Schwab-and-Anthropic-to-Bring-Claude-to-Independent-Registered-Investment-Advisors/default.aspx",
        "evidence": "Schwab Advisor Services™ is the first RIA custodian included in Anthropic's new Claude for Financial Advisors",
        "capture": "evidence/mcp-schwab-connector/pressroom-aboutschwab-com-press-releases-press-release-2026-charles-schwab-and-a-422ba163.txt",
        "note": "Schwab's own release; it says RIAs will access Schwab Advisor Center from Claude and does not call the connection MCP."
      },
      {
        "value": "Anthropic announcement",
        "state": "third",
        "checked": "2026-10-17",
        "source": "third",
        "url": "https://claude.com/resources/articles/claude-for-financial-advisors",
        "evidence": "Charles Schwab connects Claude to Schwab Advisor Services custodial data",
        "capture": "evidence/mcp-schwab-connector/claude-com-resources-articles-claude-for-financial-advisors.txt",
        "note": "Anthropic's 2026-09-14 post."
      }
    ],
    "summary": "Schwab and Anthropic announced on September 14, 2026 that RIAs will access Schwab Advisor Center from Claude through an authenticated connection. The connector covers custodial data such as balances, positions, transactions and cost basis; no endpoint was found on a public page. Anthropic's post says advisors choose which partners to connect during the Claude for Financial Advisors plugin's guided setup.",
    "license": "CC BY 4.0",
    "attribution": "wealthtech.dev"
  }
}