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Wealthy MCP(MCP) Server

@frequentter

Repository

Basic information

Category

Other

License

MIT license

Transports

stdio

Author

frequentter

About Wealthy MCP(MCP) Server

Wealthy-MCP ai, mcp-server, trading

#wealthy-mcp#mcp-server#trading

Wealthy MCP(MCP) Server config

No standard config provided

This server doesn't expose a parseable MCP config block in its README. See the repository for install instructions.

Repository

Wealthy MCP(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.

We auto-extract tools from the README. The maintainer can list them under a ## Tools heading to populate this section.

Overview

What is Wealthy MCP Server?

Wealthy MCP Server helps users interact with the Wealthy trading platform through natural language via MCP-compatible clients like Claude or Cursor. It retrieves market prices, portfolio holdings, orders, and can place trades.

How to use Wealthy MCP Server?

Install using Go 1.23+ (go install github.com/frequentter/wealthy-mcp/cmd/wealthy-mcp@latest) or download a pre-built binary from the releases page. Configure your MCP client (Cursor or Claude Desktop) with a JSON file pointing to the binary. Optionally, specify a custom port with "args": ["addr=localhost:8006"]. Restart the client, log into Wealthy when the login page opens, and you are ready to trade.

Key features of Wealthy MCP Server

  • Retrieve current market price for a trading symbol.
  • View current portfolio holdings.
  • Display open trading positions.
  • List all orders (open, executed, cancelled).
  • Get trading suggestions and market insights.
  • Fetch detailed security/stock information.
  • Place new buy/sell orders with specified parameters.

Use cases of Wealthy MCP Server

  • Ask "What is the price of RELIANCE?" and get the current market price.
  • Inquire "Show me my current holdings" to view your portfolio.
  • Say "I want to buy 100 shares of TATAMOTORS at market price" and the server places the order.

Frequently asked questions

1

What do I need to use Wealthy MCP Server?

You need a Wealthy trading account and an MCP-compatible client such as Claude or Cursor.

2

How do I install Wealthy MCP Server?

Install from source with `go install` (Go 1.23+) or download a pre-built binary from the GitHub releases page.

3

How do I configure Wealthy MCP Server for Claude or Cursor?

Create or update `.cursor/mcp.json` (for Cursor) or `claude_desktop_config.json` (for Claude Desktop) with the command pointing to the binary. Add an `args` field to use a custom port.

4

How does authentication work?

After starting the server, a Wealthy login page opens in your browser. Enter your credentials, then return to your MCP client to start trading.

5

What query types does Wealthy MCP Server support?

It supports natural language queries for `get_price`, `get_holdings`, `get_positions`, `get_order_book`, `get_trade_ideas`, `get_security_info`, and `place_order`.

Comments

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