# schwab_get_transaction

Get details for a specific Schwab transaction.

Agent View of the PolicyLayer registry record for `schwab_get_transaction`. HTML page: https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-get-transaction

## Facts

- Tool: `schwab_get_transaction`
- Server: Open Stocks MCP (`open-agent-tools/open-stocks-mcp`) — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp.md
- Homepage: https://github.com/Open-Agent-Tools/open-stocks-mcp
- Risk category: Read (Low risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Allowed

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "schwab_get_transaction",
    "arguments": {}
  }
}
```

## Why schwab_get_transaction is rated Low

This tool retrieves historical transaction data from a brokerage account. It performs a read-only query operation with no side effects. While the data may be sensitive (financial history), the tool itself cannot modify accounts, execute trades, or move money. The severity is low because access to one's own transaction history does not pose operational risk to the system.

From the tool's own definition: "Tool name contains 'get' and description states 'Get details for a specific Schwab transaction' — retrieval only, no modification or execution."

## Use case

AI agents call schwab_get_transaction to retrieve information from Open Stocks MCP without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Open Stocks MCP:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "schwab_get_transaction": {}
  }
}
```

## Other tools on Open Stocks MCP (151)

- `cancel_all_option_orders_tool` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/cancel-all-option-orders-tool.md
- `cancel_all_stock_orders_tool` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/cancel-all-stock-orders-tool.md
- `cancel_option_order_by_id` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/cancel-option-order-by-id.md
- `cancel_stock_order_by_id` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/cancel-stock-order-by-id.md
- `remove_from_watchlist` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/remove-from-watchlist.md
- `schwab_cancel_all_option_orders` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-cancel-all-option-orders.md
- `schwab_cancel_all_stock_orders` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-cancel-all-stock-orders.md
- `schwab_cancel_option_order` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-cancel-option-order.md
- `schwab_cancel_order` — Destructive — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-cancel-order.md
- `buy_option_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/buy-option-limit.md
- `buy_stock_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/buy-stock-limit.md
- `buy_stock_market` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/buy-stock-market.md
- `option_credit_spread` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/option-credit-spread.md
- `option_debit_spread` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/option-debit-spread.md
- `schwab_buy_stock_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-buy-stock-limit.md
- `schwab_buy_stock_market` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-buy-stock-market.md
- `schwab_option_buy_to_open` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-option-buy-to-open.md
- `schwab_option_sell_to_close` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-option-sell-to-close.md
- `schwab_order_buy_option_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-order-buy-option-limit.md
- `schwab_order_option_credit_spread` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-order-option-credit-spread.md
- `schwab_order_option_debit_spread` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-order-option-debit-spread.md
- `schwab_order_sell_option_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-order-sell-option-limit.md
- `schwab_order_sell_stop` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-order-sell-stop.md
- `schwab_place_order` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-place-order.md
- `schwab_replace_order` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-replace-order.md
- `schwab_sell_stock_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-sell-stock-limit.md
- `schwab_sell_stock_market` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/schwab-sell-stock-market.md
- `sell_option_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/sell-option-limit.md
- `sell_stock_limit` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/sell-stock-limit.md
- `sell_stock_market` — Financial — https://policylayer.com/tools/open-agent-tools-open-stocks-mcp/sell-stock-market.md
- …and 121 more: https://policylayer.com/tools/open-agent-tools-open-stocks-mcp.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=open-agent-tools-open-stocks-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/open-agent-tools-open-stocks-mcp