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Wealthsimple MCP Server

@wealthsimple

代码仓库

基本信息

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其他

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stdio

作者

wealthsimple

关于 Wealthsimple MCP Server

Wealthsimple Model Context Protocol server (public)

#mcp#model-context-protocol

Wealthsimple MCP Server 配置

使用下面的配置,将此服务器添加到你的 MCP 客户端。

{
  "mcpServers": {
    "calculator": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse"
      ]
    }
  }
}

Wealthsimple MCP Server 工具

工具列表暂未提供

当前收录暂时没有可展示的工具列表，不代表服务没有工具。请查阅项目文档了解支持的能力。

点击上方按钮,在临时沙箱中运行此服务器并实时获取工具列表。

概览

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

常见问题

1

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`.

2

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.

3

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`.

4

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.

5

What transport does the server support?

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

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