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Wealthsimple MCP Server

@wealthsimple

About Wealthsimple MCP Server

Wealthsimple Model Context Protocol server (public)

Basic information

Category

Other

Runtime

node

Transports

stdio

Publisher

wealthsimple

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"
      ]
    }
  }
}

Tools

No tools detected

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

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

FAQ from Wealthsimple MCP Server

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.

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.

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.

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.

What transport does the server support?

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

Comments

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