What is the Wealthnow remote MCP server?
The Wealthnow remote MCP server is a hosted Model Context Protocol endpoint at https://mcp.wealthnow.io/mcp, so AI assistants can connect to it without installing or running anything locally.
Wealthnow MCP ServerVerifiedFeatured
@Wealthnow
Basic information
Transport
Streamable HTTP
Authentication
OAuth
Category
Finance & Commerce
Author
Wealthnow
Submitted by
Humberto Lobo
About Wealthnow MCP Server
Institutional financial data for AI agents: credit, private markets, options history, filings.
Connection details
https://mcp.wealthnow.io/mcpSetup
claude mcp add wealthnow --transport http https://mcp.wealthnow.io/mcpWealthnow MCP Server tools
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Fetch the live tool list directly from this server's endpoint using the button above.
Overview
Wealthnow is a hosted MCP server that gives your agent the data desks usually buy through a terminal contract: FINRA TRACE corporate bond prints and 21.8M daily single-name CDS observations back to 2005, a 10.6M-company private-markets graph with rounds and investors, replayable daily options chains with greeks and IV, 1.75M earnings-call transcripts, 13F and Form 4 flows, and point-in-time fundamentals and SEC filings. It works in Claude, ChatGPT, Cursor, VS Code, Codex and more with OAuth sign-in. Market data tools are read-only and nothing places orders. Free plan: 1,000 credits a month, no card. Data only, not investment advice.
- Using Wealthnow, is the bond market more worried about Boeing than the stock market is?
- Using Wealthnow, who led each funding round for this startup, and who are its closest private peers?
- Using Wealthnow, what did NVDA's options chain look like the day before its last earnings?
Frequently asked questions
How do I connect to the Wealthnow MCP server?
Add the endpoint https://mcp.wealthnow.io/mcp to any MCP-compatible client such as Claude Code, Cursor, or VS Code. The setup snippets on this page configure each client in one step.
Does the Wealthnow MCP server require authentication?
Yes. Wealthnow uses OAuth: the first time you connect, your MCP client opens a browser window to sign in and authorize access, then reuses the credentials for future sessions.
Which transport does the Wealthnow MCP server use?
Wealthnow exposes a Streamable HTTP endpoint, the transport used by remote MCP servers and supported by all major MCP clients.
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