schwab_search_instruments

io.github.lonniev/schwab-mcp · Verify this server

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.