Wealthapi MCP server
{
"mcpServers": {
"wealthapi": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server@latest"
],
"env": {
"BEARER_TOKEN": "<bearer_token>"
}
}
}
}{
"mcpServers": {
"wealthapi": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server@latest"
],
"env": {
"BEARER_TOKEN": "<bearer_token>"
}
}
}
}{
"mcpServers": {
"wealthapi": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server@latest"
],
"env": {
"BEARER_TOKEN": "<bearer_token>"
}
}
}
}{
"servers": {
"wealthapi": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server@latest"
],
"env": {
"BEARER_TOKEN": "${input:bearer_token}"
}
}
},
"inputs": [
{
"id": "bearer_token",
"type": "promptString",
"description": "Bearer token",
"password": true
}
]
}{
"mcpServers": {
"wealthapi": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server@latest"
],
"env": {
"BEARER_TOKEN": "<bearer_token>"
}
}
}
}file .mcp.json (in your project root)file claude_desktop_config.jsonfile ~/.cursor/mcp.jsonfile .vscode/mcp.jsonfile ~/.codeium/windsurf/mcp_config.jsoninstall npx -y @wealth_api/mcp-serverversion 0.1.0
What it does
This MCP server connects Claude to your wealthAPI account, allowing you to ask questions about portfolio valuation, cash flow, spending, investments, dividends, and market data. It runs locally and keeps your API token on your machine.
- Ask about portfolio performance, allocation, and risk metrics without logging into wealthAPI.
- Analyze cash flow and spending patterns by month, or identify recurring subscriptions.
- Track dividend income history and upcoming payment dates.
Tools this server exposes
| Tool | Does |
|---|---|
| list_accounts | List all accounts associated with your wealthAPI profile. |
| get_account_balances | Retrieve cash balance history across your accounts. |
| get_portfolio_valuation | Get current portfolio value and historical valuations. |
| list_transactions | List transactions with filters for date range and category. |
| detect_recurring_transactions | Identify recurring transactions (subscriptions, fixed costs). |
| list_bookings | Show buys, sells, and dividend transactions. |
| get_cash_flow_summary | Retrieve monthly income versus spending analysis. |
| get_savings_rate | Calculate savings rate from cash flow data. |
| list_investments | List holdings with current values and allocations. |
| get_gainers_and_losers | Identify best and worst performing investments. |
| get_portfolio_performance | Calculate portfolio returns over a specified period. |
| get_portfolio_allocation | Analyze diversification by region, sector, and asset type. |
| get_risk_metrics | Retrieve portfolio risk indicators and statistics. |
| get_realized_gains | Get realized gains and losses for tax planning. |
| get_dividend_history | Retrieve dividend income by year and month. |
| get_dividend_calendar | Show upcoming dividend payment dates. |
| get_portfolio_yield | Calculate dividend yield of your portfolio. |
| search_symbols | Search for securities by name or ISIN. |
| get_quotes | Retrieve current price quotes for securities. |
| get_security_fundamentals | Get fundamental metrics (P/E, P/B, F-Score) for a security. |
| whoami | Retrieve your wealthAPI profile information. |
Before you enable it
An MCP server runs with whatever access you give it. Start with a development account rather than production, and check which tools the server exposes before you let an agent call them unattended.
This server has not seen a commit in 2 mo. It may still work, but nobody is currently fixing it — check the alternatives before you build on it.