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Wealthsimple MCP Server

@wealthsimple

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基本情報

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その他

トランスポート

stdio

作者

wealthsimple

Wealthsimple MCP Server について

Wealthsimple Model Context Protocol server (public)

#mcp#model-context-protocol

Wealthsimple MCP Server の設定

以下の設定を使って、このサーバーを MCP 対応クライアントに追加してください。

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

Wealthsimple MCP Server のツール

ツール一覧はまだありません

この掲載には表示できるツール一覧がまだありません。サーバーにツールがないという意味ではありません。対応機能はプロジェクトのドキュメントをご確認ください。

上のボタンで一時的なサンドボックスでこのサーバーを実行し、ツール一覧を取得できます。

概要

What is Wealthsimple MCP Server?

Wealthsimple MCP Server is a Model Context Protocol (MCP) server that lets MCP clients—such as Claude Desktop, Cursor, and the OpenAI Agents SDK—query information about Wealthsimple. It currently offers five tools for searching promotions, searching help centre articles, retrieving specific articles, checking operational status, and fetching newsletters and magazine content.

How to use Wealthsimple MCP Server?

Run locally with yarn start (serves at http://localhost:8787/sse) or deploy to Cloudflare Workers with yarn deploy. Connect MCP clients using the SSE endpoint; for example, Claude Desktop can be configured via the mcp-remote proxy by running npx mcp-remote <URL>/sse and updating its config file.

Key features of Wealthsimple MCP Server?

  • Search ongoing and past promotions
  • Search Wealthsimple Help Centre articles
  • Retrieve a specific Help Centre article
  • Get current operational status of Wealthsimple
  • Fetch Wealthsimple TLDR newsletters and Magazine articles

Use cases of Wealthsimple MCP Server?

  • Quickly find promotional offers for investment accounts
  • Answer customer questions by searching Help Centre articles
  • Monitor Wealthsystem downtime with real-time status checks
  • Stay informed via newsletters and magazine content

よくある質問

1

What tools are included?

The server provides five tools: `search_wealthsimple_promotions`, `search_wealthsimple_help_centre`, `get_wealthsimple_help_centre_article`, `get_wealthsimple_status`, and `get_wealthsimple_news`.

2

How do I run the server locally?

Use `yarn start` to start the local server; it listens at `http://localhost:8787/sse`. You must have Node.js and yarn installed.

3

How do I deploy it to Cloudflare Workers?

Run `yarn deploy` to publish the server to Cloudflare Workers, then connect to the URL `https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse`.

4

How do I connect it to Claude Desktop?

In Claude Desktop’s settings (Developer > Edit Config), add an MCP server entry using `npx mcp-remote` pointing to the server’s SSE URL (local or deployed). Restart Claude to see the tools.

5

What transport does the server support?

It uses server-sent events (SSE) transport for communication with MCP clients.

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