Wealthsimple MCP Server
by Wealthsimple
The Wealthsimple MCP Server enables Claude Desktop, Cursor, OpenAI Agents SDK, and other MCP clients to query information about Wealthsimple using the Model Context Protocol. It provides tools to search promotions, help center articles, get status updates, and access newsletters.
Last updated: N/A
What is Wealthsimple MCP Server?
The Wealthsimple MCP Server is an implementation of the Model Context Protocol that allows AI clients to access information from Wealthsimple. It exposes several tools that provide data about promotions, help center articles, operational status, and news.
How to use Wealthsimple MCP Server?
The server can be run locally using yarn start and accessed at http://localhost:8787/sse, or deployed remotely on Cloudflare Workers using yarn deploy and accessed over SSE at https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse. Use the mcp-remote proxy to connect to it through your MCP client. For Claude Desktop, configure the mcpServers setting with the appropriate SSE endpoint.
Key features of Wealthsimple MCP Server
Provides access to Wealthsimple data for AI clients
Supports server-sent events (SSE) transport
Offers tools for searching promotions and help center articles
Provides operational status and news updates
Use cases of Wealthsimple MCP Server
Integrating Wealthsimple data into AI assistants like Claude
Building custom AI tools that leverage Wealthsimple information
Automating tasks related to Wealthsimple services
Enhancing AI models with real-time Wealthsimple data
FAQ from Wealthsimple MCP Server
What is MCP?
What is MCP?
MCP stands for Model Context Protocol, a standard for AI clients to access external information.
How do I deploy to Cloudflare Workers?
How do I deploy to Cloudflare Workers?
Run yarn deploy after configuring your Cloudflare Workers account.
What is the default local endpoint?
What is the default local endpoint?
The default local endpoint is http://localhost:8787/sse.
What tools are currently available?
What tools are currently available?
Currently available tools include search_wealthsimple_promotions, search_wealthsimple_help_centre, get_wealthsimple_help_centre_article, get_wealthsimple_status, and get_wealthsimple_news.
How do I connect to the server from Claude Desktop?
How do I connect to the server from Claude Desktop?
Follow Anthropic's Quickstart and update the mcpServers configuration in Claude Desktop's settings.