Charles Schwab Trader API — Accounts

naftiko: 1.0.0-alpha2
info:
  label: Charles Schwab Trader API — Accounts
  description: 'Charles Schwab Trader API — Accounts. 3 operations. Lead operation: List accounts with balances and positions.
    Self-contained Naftiko capability covering one Charles Schwab business surface.'
  tags:
  - Charles Schwab
  - Accounts
  created: '2026-05-19'
  modified: '2026-05-19'
binds:
- namespace: env
  keys:
    CHARLES_SCHWAB_API_KEY: CHARLES_SCHWAB_API_KEY
capability:
  consumes:
  - type: http
    namespace: trader-accounts
    baseUri: https://api.schwabapi.com/trader/v1
    description: Charles Schwab Trader API — Accounts business capability. Self-contained, no shared references.
    resources:
    - name: accounts
      path: /accounts
      operations:
      - name: listaccounts
        method: GET
        description: List accounts with balances and positions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: fields
          in: query
          type: string
          description: Optional fields to include, e.g. positions.
    - name: accounts-accountNumbers
      path: /accounts/accountNumbers
      operations:
      - name: listaccountnumbers
        method: GET
        description: List linked account numbers
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
    - name: accounts-accountNumber
      path: /accounts/{accountNumber}
      operations:
      - name: getaccount
        method: GET
        description: Get account details
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountNumber
          in: path
          type: string
          required: true
        - name: fields
          in: query
          type: string
    authentication:
      type: bearer
      token: '{{env.CHARLES_SCHWAB_API_KEY}}'
  exposes:
  - type: rest
    namespace: trader-accounts-rest
    port: 8080
    description: REST adapter for Charles Schwab Trader API — Accounts. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/accounts
      name: accounts
      description: REST surface for accounts.
      operations:
      - method: GET
        name: listaccounts
        description: List accounts with balances and positions
        call: trader-accounts.listaccounts
        with:
          fields: rest.fields
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/accounts/accountnumbers
      name: accounts-accountnumbers
      description: REST surface for accounts-accountNumbers.
      operations:
      - method: GET
        name: listaccountnumbers
        description: List linked account numbers
        call: trader-accounts.listaccountnumbers
        outputParameters:
        - type: object
          mapping: $.
    - path: /v1/accounts/{accountnumber}
      name: accounts-accountnumber
      description: REST surface for accounts-accountNumber.
      operations:
      - method: GET
        name: getaccount
        description: Get account details
        call: trader-accounts.getaccount
        with:
          accountNumber: rest.accountNumber
          fields: rest.fields
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: trader-accounts-mcp
    port: 9090
    transport: http
    description: MCP adapter for Charles Schwab Trader API — Accounts. One tool per consumed operation, routed inline through
      this capability's consumes block.
    tools:
    - name: list-accounts-balances-and-positions
      description: List accounts with balances and positions
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: trader-accounts.listaccounts
      with:
        fields: tools.fields
      outputParameters:
      - type: object
        mapping: $.
    - name: list-linked-account-numbers
      description: List linked account numbers
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: trader-accounts.listaccountnumbers
      outputParameters:
      - type: object
        mapping: $.
    - name: get-account-details
      description: Get account details
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: trader-accounts.getaccount
      with:
        accountNumber: tools.accountNumber
        fields: tools.fields
      outputParameters:
      - type: object
        mapping: $.