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Wealthsimple MCP Server

@wealthsimple

Repository

Basic information

Category

Other

Transports

stdio

Author

wealthsimple

About Wealthsimple MCP Server

Wealthsimple Model Context Protocol server (public)

#mcp#model-context-protocol

Wealthsimple MCP Server config

Add this server to your MCP-compatible client using the configuration below.

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

Wealthsimple MCP Server tools

Tool list not available yet

This listing does not currently have a tool list to display. This does not mean the server has no tools; check its documentation for supported capabilities.

Fetch the live tool list by running this server in a temporary sandbox using the button above.

Overview

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

Frequently asked questions

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.

Comments

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