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.
Wealthy MCP(MCP) Server
@frequentter
基本信息
关于 Wealthy MCP(MCP) Server
Wealthy-MCP ai, mcp-server, trading
Wealthy MCP(MCP) Server 配置
Wealthy MCP(MCP) Server 工具
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概览
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.
常见问题
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.
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.
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.
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`.
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