Charles Schwab · Capability

Charles Schwab Trader API — Transactions

Charles Schwab Trader API — Transactions. 1 operations. Lead operation: List account transactions. Self-contained Naftiko capability covering one Charles Schwab business surface.

Run with Naftiko Charles SchwabTransactions

What You Can Do

GET
Listtransactions — List account transactions
/v1/accounts/{accountnumber}/transactions

MCP Tools

list-account-transactions

List account transactions

read-only idempotent

Capability Spec

trader-transactions.yaml Raw ↑
naftiko: 1.0.0-alpha2
info:
  label: Charles Schwab Trader API — Transactions
  description: 'Charles Schwab Trader API — Transactions. 1 operations. Lead operation: List account transactions. Self-contained
    Naftiko capability covering one Charles Schwab business surface.'
  tags:
  - Charles Schwab
  - Transactions
  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-transactions
    baseUri: https://api.schwabapi.com/trader/v1
    description: Charles Schwab Trader API — Transactions business capability. Self-contained, no shared references.
    resources:
    - name: accounts-accountNumber-transactions
      path: /accounts/{accountNumber}/transactions
      operations:
      - name: listtransactions
        method: GET
        description: List account transactions
        outputRawFormat: json
        outputParameters:
        - name: result
          type: object
          value: $.
        inputParameters:
        - name: accountNumber
          in: path
          type: string
          required: true
        - name: startDate
          in: query
          type: string
        - name: endDate
          in: query
          type: string
        - name: types
          in: query
          type: string
    authentication:
      type: bearer
      token: '{{env.CHARLES_SCHWAB_API_KEY}}'
  exposes:
  - type: rest
    namespace: trader-transactions-rest
    port: 8080
    description: REST adapter for Charles Schwab Trader API — Transactions. One Spectral-compliant resource per consumed operation,
      prefixed with /v1.
    resources:
    - path: /v1/accounts/{accountnumber}/transactions
      name: accounts-accountnumber-transactions
      description: REST surface for accounts-accountNumber-transactions.
      operations:
      - method: GET
        name: listtransactions
        description: List account transactions
        call: trader-transactions.listtransactions
        with:
          accountNumber: rest.accountNumber
          startDate: rest.startDate
          endDate: rest.endDate
          types: rest.types
        outputParameters:
        - type: object
          mapping: $.
  - type: mcp
    namespace: trader-transactions-mcp
    port: 9090
    transport: http
    description: MCP adapter for Charles Schwab Trader API — Transactions. One tool per consumed operation, routed inline
      through this capability's consumes block.
    tools:
    - name: list-account-transactions
      description: List account transactions
      hints:
        readOnly: true
        destructive: false
        idempotent: true
      call: trader-transactions.listtransactions
      with:
        accountNumber: tools.accountNumber
        startDate: tools.startDate
        endDate: tools.endDate
        types: tools.types
      outputParameters:
      - type: object
        mapping: $.