README

Wealthsimple MCP Server

Wealthsimple Model Context Protocol server to allow Claude Desktop, Cursor, OpenAI Agents SDK, and other MCP clients to query information about Wealthsimple.

It has limited capabilities (for now):

Tool	Description
`search_wealthsimple_promotions`	Search Wealthsimple's ongoing and past promotions
`search_wealthsimple_help_centre`	Search Wealthsimple's Help Centre articles
`get_wealthsimple_help_centre_article`	Retrieve a specific Help Centre article
`get_wealthsimple_status`	Get the current operational status of Wealthsimple
`get_wealthsimple_news`	Get Wealthsimple TLDR newsletters and Magazine articles

Usage

The MCP server can be run locally or hosted remotely on Cloudflare Workers. It supports server-sent events (SSE) transport.

Running locally

Run it locally with yarn start and connect at http://localhost:8787/sse.

For example, you can use the mcp-remote proxy by running the command npx mcp-remote http://localhost:8787/sse to connect to it through your MCP client.

Remote hosting

You can deploy to Cloudflare Workers with yarn deploy and connect over SSE at https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse.

Connect Claude Desktop

To connect to your MCP server from Claude Desktop, follow Anthropic's Quickstart and within Claude Desktop go to Settings > Developer > Edit Config.

Update with this configuration:

{
  "mcpServers": {
    "calculator": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse" // or http://localhost:8787/sse
      ]
    }
  }
}

Restart Claude and you should see the tools become available.

Wealthsimple MCP Server

README

Wealthsimple MCP Server

Usage

Connect Claude Desktop

Recommended Servers