Wealthsimple 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.