wealthsimple-mcp-server

wealthsimple-mcp-server

3.2

If you are the rightful owner of wealthsimple-mcp-server and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to henry@mcphub.com.

Wealthsimple MCP Server allows various MCP clients to query information about Wealthsimple.

Wealthsimple MCP Server

Wealthsimple Model Context Protocol server to allow Claude Desktop, Cursor, OpenAI Agents SDK, and other MCP clients to query information about Wealthsimple.

It has limited capabilities (for now):

ToolDescription
search_wealthsimple_promotionsSearch Wealthsimple's ongoing and past promotions
search_wealthsimple_help_centreSearch Wealthsimple's Help Centre articles
get_wealthsimple_help_centre_articleRetrieve a specific Help Centre article
get_wealthsimple_statusGet the current operational status of Wealthsimple
get_wealthsimple_newsGet Wealthsimple TLDR newsletters and Magazine articles

Usage

The MCP server can be run locally or hosted remotely on Cloudflare Workers. It supports server-sent events (SSE) transport.

Running locally

Run it locally with yarn start and connect at http://localhost:8787/sse.

For example, you can use the mcp-remote proxy by running the command npx mcp-remote http://localhost:8787/sse to connect to it through your MCP client.

Remote hosting

You can deploy to Cloudflare Workers with yarn deploy and connect over SSE at https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse.

Connect Claude Desktop

To connect to your MCP server from Claude Desktop, follow Anthropic's Quickstart and within Claude Desktop go to Settings > Developer > Edit Config.

Update with this configuration:

{
  "mcpServers": {
    "calculator": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse" // or http://localhost:8787/sse
      ]
    }
  }
}

Restart Claude and you should see the tools become available.

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