Wealthsimple Mcp Server
What is Wealthsimple Mcp Server
Wealthsimple-mcp-server is a public server implementing the Wealthsimple Model Context Protocol, designed to allow various MCP clients, such as Claude Desktop and OpenAI Agents SDK, to query information related to Wealthsimple.
Use cases
Use cases for the Wealthsimple-mcp-server include providing users with updates on promotions, assisting customers with help articles, checking the status of services, and delivering news updates related to Wealthsimple.
How to use
To use the Wealthsimple-mcp-server, you can run it locally using the command ‘yarn start’ and connect to it at http://localhost:8787/sse. Alternatively, it can be deployed remotely on Cloudflare Workers with ‘yarn deploy’ for access via SSE at the specified URL.
Key features
Key features of the Wealthsimple-mcp-server include searching for ongoing and past promotions, accessing Help Centre articles, retrieving specific Help Centre articles, checking the operational status of Wealthsimple, and obtaining TLDR newsletters and magazine articles.
Where to use
Wealthsimple-mcp-server can be used in financial services, customer support, and information retrieval applications, particularly for clients seeking information about Wealthsimple’s offerings.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Overview
What is Wealthsimple Mcp Server
Wealthsimple-mcp-server is a public server implementing the Wealthsimple Model Context Protocol, designed to allow various MCP clients, such as Claude Desktop and OpenAI Agents SDK, to query information related to Wealthsimple.
Use cases
Use cases for the Wealthsimple-mcp-server include providing users with updates on promotions, assisting customers with help articles, checking the status of services, and delivering news updates related to Wealthsimple.
How to use
To use the Wealthsimple-mcp-server, you can run it locally using the command ‘yarn start’ and connect to it at http://localhost:8787/sse. Alternatively, it can be deployed remotely on Cloudflare Workers with ‘yarn deploy’ for access via SSE at the specified URL.
Key features
Key features of the Wealthsimple-mcp-server include searching for ongoing and past promotions, accessing Help Centre articles, retrieving specific Help Centre articles, checking the operational status of Wealthsimple, and obtaining TLDR newsletters and magazine articles.
Where to use
Wealthsimple-mcp-server can be used in financial services, customer support, and information retrieval applications, particularly for clients seeking information about Wealthsimple’s offerings.
Clients Supporting MCP
The following are the main client software that supports the Model Context Protocol. Click the link to visit the official website for more information.
Content
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:
Restart Claude and you should see the tools become available.
Dev Tools Supporting MCP
The following are the main code editors that support the Model Context Protocol. Click the link to visit the official website for more information.
