Can an AI agent trade my Schwab account?

Yes, over Nyria's MCP server. An agent such as Claude or Cursor sends alerts to a Nyria strategy. A bot on your Schwab account places each one as a real order.

What happens to the agent's alerts when Schwab access ends?

They place no order there. Schwab ends Nyria's access every 7 days. Select Reconnect live account and sign in, and the next alert trades again.

How do I cut the agent off?

Select Rotate token on the strategy's Integration tab and confirm. The old URL stops working at once. Then paste the new URL into any client you still use.

Does Nyria hold my Schwab login?

No. You sign in at Schwab. Nyria gets a token that places and cancels orders. It can't move money, and it's encrypted at rest.

Can I test before trading real money at Schwab?

Nyria connects live Schwab accounts only, so run the strategy on Nyria Paper first. When the log reads right, deploy a second bot on Schwab.

Alerts to orders

Automate AI agent alerts to Schwab

Nyria lets an AI agent trade your Charles Schwab account over MCP.

Start free, paper trade the alert in minutes Try your alert

Stocks and ETFsOptions up to 4 legs

My strategies, then Create strategy: a strategy name typed in, AI Agent (MCP) picked as its alert source, then Next to what it trades, where Stocks is picked

Setup steps

Add a Nyria strategy's MCP server URL to Claude or Cursor. Then connect your Charles Schwab account in Nyria with your Schwab login. Each agent alert becomes an order in your own Schwab account. Nyria connects live Schwab accounts only, so test it free on Nyria Paper first.

1Connect Schwab. In Nyria, open Integrations and select the Charles Schwab card. Select Connect live account and sign in at schwab.com. Select Allow on the Authorize App screen. No developer account or API key is needed. Schwab ends Nyria's access every 7 days. Select Reconnect live account and sign in again each week.
2Create an AI Agent strategy. In Nyria, select Create strategy and pick AI Agent (MCP) as the alert source. Choose stocks or options as the asset type, then select Create draft. On the Integration tab's Alert format card, select Check format. Once every example passes, the strategy turns Active and can take a bot.
3Connect your AI agent. Select Show URL and copy the MCP server URL. In Claude, add it as a custom connector and choose No sign in. Cursor reads it from mcp.json. ChatGPT connects it on Business, Enterprise and Edu plans. On Business, an admin or owner adds it. Keep it private, because the token inside is the key.
4Preview, then test on paper. Ask the agent to preview an alert, such as OPEN AAPL LONG. A preview shows how Nyria reads it and places nothing. Send real alerts to a Nyria Paper bot before a live one. The Logs tab shows every alert the agent sends.
5Deploy a bot. On the strategy, select Deploy bot. Pick the Schwab account on the Account step and set a Budget per entry. Live bots need a Nyria Pro plan or a Premium strategy you have bought. The next alert becomes an order.

What an AI agent alert must say

Nyria needs the ticker, the side, and whether it opens or closes a position. It reads plain text or JSON in your own wording. There is no template to follow. For options, Provided in alert reads the strike, expiry and call or put. From my rules picks the contract.

Your agent sends each alert as one message, in plain text or JSON. A clear format, such as OPEN SPY LONG, is read directly. Other wording goes to an AI model, so have the agent preview it first.

An alert cannot set the size: each bot's budget per entry does. Exits come from your exit alerts.

A stock entry

OPEN NVDA LONG

Buy NVDA. The alert carries no size. Each bot sizes it from its own settings.

An exit

CLOSE NVDA LONG

Close the NVDA position, matched against what the bot is holding.

What Schwab does with it

Schwab connects through its own login page (OAuth), so the password stays with Schwab. Nyria's token can read the account and place and cancel orders. It cannot move money.

Options go to Schwab as single legs or spreads up to 4 legs. A spread is one order. SPX trades on the PM-settled SPXW chain, 0DTE included. Schwab needs options approval at the level the trade requires. Short stock or short spreads need margin.

Nyria can't trade crypto at Schwab, so a crypto alert places no order there. Use Alpaca or Nyria Paper for crypto.

Each alert becomes a market or a limit order, as the strategy sets it. Duration is Day, GTC or fill or kill. Stops and targets are exit alerts. An exit alert can flatten a position. A bots list in the alert picks which bots trade.

Questions

Can an AI agent trade my Schwab account?: Yes, over Nyria's MCP server. An agent such as Claude or Cursor sends alerts to a Nyria strategy. A bot on your Schwab account places each one as a real order.
What happens to the agent's alerts when Schwab access ends?: They place no order there. Schwab ends Nyria's access every 7 days. Select Reconnect live account and sign in, and the next alert trades again.
How do I cut the agent off?: Select Rotate token on the strategy's Integration tab and confirm. The old URL stops working at once. Then paste the new URL into any client you still use.
Does Nyria hold my Schwab login?: No. You sign in at Schwab. Nyria gets a token that places and cancels orders. It can't move money, and it's encrypted at rest.
Can I test before trading real money at Schwab?: Nyria connects live Schwab accounts only, so run the strategy on Nyria Paper first. When the log reads right, deploy a second bot on Schwab.
How fast does an alert become an order?: Sub-second, alert to order.