Schwab API Tool

Schwab’s API is hard to use because it requires OAuth to authorize and connect your account. Plus, CAG (consent-authorization-grant) must be completed every 7 days. No bueno!

This project is an easy-to-use tool to authenticate and authorize with Schwab’s APIs. It’s a landing page you can use as your redirect URI, hosted on Cloudflare Pages which gets you through the auth process and provides you your authorization code.

• Link to Project: link here
• Status: in production
• GitHub: link here

Technical notes:

• this page is 100% client-side, prerendered as static HTML and has no backend
• JavaScript is required for the buttons to work
• Schwab authorization code tokens can only be used once
• This is instance is hosted on Cloudflare Pages

To use this auth tool in your next.js project, just copy the page.tsx from the GitHub link into your project.

Some dependencies may need updating:

• Shadcn components (Button, Separator). You can turn it into a button though extra styling may be necessary
• Tailwind styles (you may need to replace these with a stylesheet or inline styles)
• Lucide, for icons (Clipboard)

To use this in a react project, you can copy the contents of page.tsx into a component file and use it as <SchwabAuthPage />, no arguments or anything.

• Get initial refresh and access tokens.
  I’m not planning on building that here since that requires the app secret too, enough information to gain access to your account for a week.

  Consult your API docs on how to get the refresh and access tokens.

  I may create a different page which gets a refresh and access token given an authorization code.