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Wealthapi MCP

Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

Grade A Local · stdio API key 21 tools v0.1.0
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runs on your machine
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What it does

Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

Quickstart

# 1 — add it to Claude Code claude mcp add --scope user --env 'BEARER_TOKEN=${BEARER_TOKEN}' --transport stdio wealthapi-mcp '--' npx -y @wealth_api/mcp-server # 2 — ask your agent for something these tools do # list_accounts, get_account_balances, get_portfolio_valuation and 18 more

It needs BEARER_TOKEN: this reads it from your environment, so export it first.

Wealthapi costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.

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