Borrowing it
Nothing to install: this file belongs to jkoelker/schwab-mcp. Take a copy, put it at the same path in your own repository, and replace the rules that are about this project with yours.
curl -O https://raw.githubusercontent.com/jkoelker/schwab-mcp/main/AGENTS.mdgit clone --depth 1 https://github.com/jkoelker/schwab-mcpWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/instructions/jkoelker/schwab-mcp/agents-md)<a href="https://agentmods.dev/instructions/jkoelker/schwab-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/jkoelker/schwab-mcp/agents-md/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/instructions/jkoelker/schwab-mcp/agents-md"><img src="https://agentmods.dev/badge/instructions/jkoelker/schwab-mcp/agents-md.svg" alt="Reviewed on agentmods" width="80" height="20"></a>What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.01976 | $0.01976 |
| Opus 5.5 | $0.00790 | $0.00790 |
| Sonnet 5.5 | $0.00395 | $0.00395 |
| Haiku 4.5 | $0.00198 | $0.00198 |
Grade A, and why
schwab-mcp AGENTS.md scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 14d ago.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
How it starts
The opening of the file, as written. The whole thing — 254 lines — stays where its author put it; the contents beside it link to each section on GitHub.
Repository Guidelines
Project Structure
src/schwab_mcp/
__init__.py # Entry point proxy
cli.py # Click CLI commands (auth, server)
server.py # SchwabMCPServer class, FastMCP integration
context.py # SchwabContext, SchwabServerContext dataclasses
auth.py # OAuth browser flow helpers
tokens.py # Token load/save, validation
approvals/ # Discord approval workflow
tools/ # MCP tool implementations
__init__.py # register_tools() aggregator
_registration.py # register_tool(), approval wrapping
_protocols.py # Protocol classes for typed client facades
_dates.py # parse_date(), parse_datetime() helpers
normalize.py # strip_noise() result-payload transform
utils.py # call() helper, SchwabAPIError, JSONType
tools.py # get_datetime, get_market_hours, get_movers
account.py # Account and preferences tools
history.py # Price history tools
options.py # Option chain tools
orders.py # Order placement and management
order_helpers.py # Order builder factories
quotes.py # Quote retrieval tools
transactions.py # Transaction history tools
technical/ # Optional pandas-ta indicators (sma, rsi, etc.)
tests/
test_*.py # Mirror source structure
Build, Test, and Development Commands
# Install dependencies
uv sync
# Run the CLI
uv run schwab-mcp --help
uv run schwab-mcp server --help
# Type checking
uv run pyright
# Format code (run before commits)
uv run ruff format .
# Lint (auto-fixable issues)
uv run ruff check .
uv run ruff check . --fix
# Run full test suite with coverage
uv run pytest
# Run a single test file
uv run pytest tests/test_tools.py
# Run a single test function
uv run pytest tests/test_tools.py::test_get_datetime_returns_eastern_time
# Run tests matching a pattern
uv run pytest -k "get_option"
# Run with verbose output
uv run pytest -v tests/test_orders.py
# Combined check before commit
uv run ruff format . && uv run ruff check . && uv run pyright && uv run pytest
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- 14d ago Changed · +2 lines · +27 tokens per session a1c19272b38b
- 1mo ago First seen · 252 lines · 1,949 tokens per session scan A 8f33f1ea5ecf
schwab-mcp AGENTS.md is an instructions file published in the GitHub repository jkoelker/schwab-mcp (66 stars, last pushed today), licensed MIT. It adds 1,976 tokens to every session, about $0.0079 per session on Opus 5.5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.
Other instructions, from other repositories
vscode buildNext.instructions.md
Working notes and architecture documentation for the new esbuild-based build system in build/next. Use when making changes to the new build pipeline (transpile/bundle commands, NLS plugin, source-map handling, resource copying, or self-hosting watch tasks).
next.js AGENTS.md
AGENTS.md instructions for vercel/next.js, covering next.js development guide, codebase structure, monorepo overview, core package: packages/next and other important packages.
vscode oss-third-party-notices.instructions.md
Instructions for microsoft/vscode, covering vs code oss third-party-notices pipeline, architecture, pipeline flow in ci, cache eligibility and rollout and applying the notice (cutover).
langchain AGENTS.md
AGENTS.md instructions for langchain-ai/langchain, covering global development guidelines for the langchain monorepo, corridor security analysis, project architecture and context, monorepo structure and development tools & commands.
vscode copilot-instructions.md
Copilot instructions for microsoft/vscode, covering vs code copilot instructions, project overview, root folders, core architecture (src/ folder) and built-in extensions (extensions/ folder).
deepseek-harness AGENTS.md
AGENTS.md instructions for deepseek-ai/deepseek-harness, covering agents.md, pre-stable apis and released session data, repository layout, commands and host sandbox failures.