schwab-marketdata-skill

English | 简体中文

v0.3 sprint (in flight) — Sprint A Deliverable 2 rewrites the summary-md-refresh playbook to v2 (DuckDB-cache-aware, scoped to a single weekly snapshot section that does not overwrite hand-written narrative). See:

• schwab-marketdata-workflows/playbooks/summary-md-refresh.md (zh)
• schwab-marketdata-workflows-en/playbooks/summary-md-refresh.md (en)
• schwab-marketdata-workflows/playbooks/shakeout-analysis-v2.md (zh) — Shakeout v2 with DuckDB cache + 8-signal scan.

Two complementary Cursor / Claude Skills that wrap the schwab-marketdata-mcp server. Both skills are read-only documentation packages; the actual tool calls are made by the MCP server.

Overview

This repository ships two skills, each in two parallel language variants (Chinese primary + English mirror), so an agent can be steered to whichever prose language fits the user's request:

• schwab-marketdata-ops — single-tool reference. Use it for "give me a quote", "fetch this option chain", or "explain this 401 / 429".
• schwab-marketdata-workflows — multi-step playbooks. Use it for "refresh summary.md", "update voo-qqq-tracker.md", or "regenerate watchlist.md".

Both skills:

• Share the same MCP server (schwab-marketdata-mcp).
• Share the same activation handshake (get_server_info → health_check).
• Share the same governance rules (private-repo-only writes; no Trader API calls; no token leakage in logs).
• Differ only in prose language and the language_directive frontmatter field.

Skill variants

Use ops for "I just need a quote / option chain / a debug answer." Use workflows for "refresh summary.md / voo-qqq-tracker.md / watchlist.md."

Translation coverage

The English mirror is a structural translation of the Chinese primary — all reference files are now fully translated.

Each English file mirrors the Chinese source structurally (heading graph, code blocks, tables) and links back to the Chinese version under Source for cross-reference.

Installation

The exact mechanism depends on your client version. Typical layouts:

Cursor

Cursor discovers user-level skills by scanning ~/.cursor/skills/ and any directory the user adds via Settings → Skills. Symlink (or copy) the folders you want — pick the Chinese primary, the English mirror, or both (Cursor accepts them as distinct skills because the directory names differ):

# Chinese primary (default for this repo)
ln -s "$(pwd)/schwab-marketdata-ops"          ~/.cursor/skills/schwab-marketdata-ops
ln -s "$(pwd)/schwab-marketdata-workflows"    ~/.cursor/skills/schwab-marketdata-workflows

# English mirror (optional; install in addition or instead)
ln -s "$(pwd)/schwab-marketdata-ops-en"       ~/.cursor/skills/schwab-marketdata-ops-en
ln -s "$(pwd)/schwab-marketdata-workflows-en" ~/.cursor/skills/schwab-marketdata-workflows-en

Claude Code

Claude Code picks up ~/.claude/skills/<name>/SKILL.md. The same symlink approach works:

ln -s "$(pwd)/schwab-marketdata-ops"          ~/.claude/skills/schwab-marketdata-ops
ln -s "$(pwd)/schwab-marketdata-workflows"    ~/.claude/skills/schwab-marketdata-workflows

Other clients

For Kiro CLI, Cline, Roo Code, and other skills-compatible agents, see the Compatibility matrix below.

Prerequisite: the companion MCP server must already be registered. See schwab-marketdata-mcp/docs/REGISTER.md.

Compatibility with the MCP server

The compatible_mcp_version range is encoded in each skill's SKILL.md frontmatter. The skill body must call get_server_info first and refuse to continue if the running server's server_version does not satisfy the range.

Compatibility matrix

Verified support for skill frontmatter fields across agent clients: 5 clients × 8 fields.

Key contract: every non-standard frontmatter field is documentation only — actual enforcement happens in SKILL.md body via runtime checks (get_server_info version handshake, cwd validation, response-language directive, activation handshake). Even if a client does not parse the frontmatter field itself, the skill behaves correctly.

Legend: ✅ full support / ⚠️ partial or implementation-defined / ❌ not supported

Field semantics

Recommended registration paths

Authoring conventions

• Chinese primary skills respond in 简体中文 — see the language_directive field in each SKILL.md frontmatter. The *-en mirrors respond in English.
• Tool inputs use the schwab-py enum names (e.g. "VOLUME", "NASDAQ"), not the wire values ("$DJI", "day"). The MCP server performs the translation.
• Every workflow playbook must verify gh repo view kevinkda/stock-personal --json isPrivate before writing. Schwab Market Data is non-redistributable; private repos are a contractual requirement.

Companion project

• schwab-marketdata-mcp — the MCP server these skills wrap. Owns OAuth, rate limiting, retries, token rotation, and the 12-tool surface.

Acknowledgements

This skill pack is the documentation companion to schwab-marketdata-mcp, which is built on top of:

• schwab-py by Alex Golec — Unofficial Charles Schwab Trader / Market Data API wrapper for Python (MIT License). The companion MCP server delegates all OAuth and Schwab HTTP traffic to schwab-py.
• mcp — Anthropic's official Python SDK for the Model Context Protocol (MIT License).

The skill markdown design pattern is inspired by Anthropic's published skill packs (e.g. helis-authorization) and other skill packs in the Cursor / Claude ecosystem.

This project is not affiliated with, endorsed by, or sponsored by Charles Schwab Corporation or Alex Golec. Use at your own risk per Schwab's Terms of Service.

License

MIT License — see LICENSE.