Wealthy MCP(MCP) Server

What is Wealthy MCP Server?

Wealthy MCP Server is an official MCP (Model Context Protocol) server that enables users to interact with Wealthy trading platform features through natural language in MCP‑compatible clients like Claude or Cursor. It allows querying account data, placing orders, and managing watchlists directly from the chat interface.

How to use Wealthy MCP Server?

Install the server via go install (requires Go 1.23+) or download a pre‑built binary from the releases page. Configure it in your MCP client’s configuration file (.cursor/mcp.json or claude_desktop_config.json) by setting the binary path. Optionally add an args array to use a custom port (e.g., "args": ["addr=localhost:8006"]). Restart the client, log into Wealthy through the automatically opened login page, and then start issuing natural‑language trading commands.

Key features of Wealthy MCP Server

• Retrieve user margin, price, holdings, and positions
• View order book and trade ideas
• Place buy/sell orders with specified parameters
• Create, get, and update watchlists
• Search for security symbols and access research
• Generate reports (holdings, positions, order book)

Use cases of Wealthy MCP Server

• Ask “What is the price of RELIANCE?” to get a live market price
• Say “Show me my current holdings” to review portfolio
• Place an order: “Buy 100 shares of TATAMOTORS at market price”
• Create a watchlist: “Create a watchlist for tech stocks”
• Search and research: “Search for stocks related to renewable energy”