n8n-nodes-schwab

This is an n8n community node for the Charles Schwab Trader API. It allows you to integrate Schwab trading functionality into your n8n workflows.

Features

• ✅ OAuth2 Authentication: Automatic token management via n8n's built-in OAuth2 support
• 📊 Account Management: Get account information, balances, and positions
• 📈 Order Management: Place, cancel, and replace orders
• 💰 Transactions: Retrieve transaction history
• ⚙️ User Preferences: Access user preference settings

Installation

Follow the installation guide in the n8n community nodes documentation.

Via npm:

npm install n8n-nodes-schwab

Via n8n UI:

1. Go to Settings → Community Nodes
2. Click Install
3. Enter n8n-nodes-schwab
4. Click Install
5. Restart n8n

Credentials Setup

This node uses OAuth2 authentication with automatic token refresh.

Quick Setup:

1. Register your app at Schwab Developer Portal

   • Get your Client ID and Client Secret
   • Set redirect URI to your n8n OAuth callback URL

2. In n8n:

   • Go to Credentials → Create New
   • Select "Schwab OAuth2 API"
   • Enter Client ID and Client Secret
   • Click "Connect" button
   • Authorize with Schwab
   • Done! ✨

📖 Detailed setup guide: See OAUTH_SETUP.md for complete instructions

What's New in v0.2.0

• ✅ Native n8n OAuth2: No more manual authorization codes!
• ✅ Automatic token refresh: Tokens refresh automatically
• ✅ Easier setup: Just click "Connect" and authorize
• ✅ Better error handling: Clear OAuth error messages

Operations

Accounts

• Get Account Numbers
• Get All Accounts
• Get Specific Account

Orders

• Get Orders (by account or all accounts)
• Place Order
• Cancel Order
• Replace Order
• Get Order by ID
• Preview Order (Coming Soon)

Transactions

• Get Transactions
• Get Transaction by ID

User Preferences

• Get User Preference

Compatibility

Tested with n8n version 1.0+

Resources

• n8n community nodes documentation
• Schwab Developer Portal

License

MIT