Less time searching. More time focused on your clients. For professional use only.
Whatever your practice needs, find it faster and with less complexity. Advisors who custody with Schwab Advisor Services can connect Schwab Advisor Center® information to your AI, making it easier to find answers, prepare for client conversations, and stay on top of business activity.
MCP connector
Server URL
https://agent.schwabinstitutional.com/mcp
Login
OAuth
Tools
Reads data27
Changes data2
Skills
None in the store listings. The server needs sign-in, so we could not check it
