wealthmcp.ai
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Wealthfront MCP

Wealthfront · Banking & Account Aggregation

MCP ServerOfficial

Wealthfront's public MCP server lets clients connect their cash and investing accounts to AI apps such as ChatGPT, Claude, Perplexity, Cursor and Grok. After an OAuth sign-in with two-factor authentication, the assistant can request account balances, current holdings, cost-basis information and current and target allocation weights, so clients can ask everyday money questions without copying statements into a chat.

robo-advisoraccount aggregationholdingscost basisread-onlyOAuth
Status
Official
Auth
OAuth
Hosting
Remote
Community rating
Not rated yet
Role
Source

Provides data. A read-only feed from one provider; it answers questions, doesn't act, and doesn't expect other servers alongside it. More on Source servers → All seven roles →

Open documentation →

Caveats

  • Wealthfront clients only. The server exposes data for the signed-in client's own accounts; there is no advisor or firm-level access.
  • Read-only by design: balances, holdings, cost basis and allocations. No trading, transfers or money movement tools are described.
  • Connection details from Wealthfront's support page and engineering blog (November 2, 2026); the endpoint itself requires a client OAuth sign-in, so the tool list has not been independently enumerated.
  • Consumer-facing, not advisor-facing: useful for a client's own questions, not a substitute for custodian data in firm workflows.
  • Start with read-only scopes and keep client-side approval prompts on until the connection is proven.
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How to connect Wealthfront MCP

Step 1

Remote server: paste a URL

Wealthfront MCP publishes a remote (Streamable HTTP) endpoint, so nothing is installed locally. Add it as a custom connector in Claude, ChatGPT or your IDE and paste the endpoint below.

Endpoint

https://api.wealthfront.com/mcp

Client config snippet

{
  "mcpServers": {
    "wealthfront-mcp": {
      "url": "https://api.wealthfront.com/mcp"
    }
  }
}

Step 2

Authenticate with OAuth

Your client opens a browser sign-in with the vendor. Approve only the scopes you need, and use a read-only account first when the platform offers one.

Step 3

Verify, then widen access

Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.

Prompts that use this server

Starter prompts from the Practice Stacks that rely on Banking & Account Aggregation.

Onboarding readiness review

A checklist of what is missing before the account can be opened.

Onboard a ClientCRMBanking & Account Aggregation

Using read-only tools only, review my CRM record and any linked account-aggregation data for <client name>. List what is present and what is still missing to open and fund a new account: identity details, address, funding source, beneficiary designations, risk profile, and required disclosures. Output a table of Item / Status / Where it came from. Do not write, update or send anything. If a required field is missing, say so rather than inferring a value.

Guardrail · Read-only. Confirm with compliance before connecting any system that holds client data.

Funding and transfer-in reconciliation

Confirm the money actually landed and matches expectations.

Onboard a ClientCustody & ClearingBanking & Account Aggregation

Read-only: compare the expected funding for <client name> in CRM against the incoming transfers visible in the custody and account-aggregation tools. Show expected vs. received amounts, dates, account numbers masked to the last four digits, and flag any mismatch or missing transfer. Do not initiate, cancel or modify any transfer or trade. Cite which tool each figure came from so I can spot-check it.

Guardrail · Read-only. Verify figures at the source before they reach a client document.

Financial statement cleanup list

What to tidy before a buyer sees the books.

Sell / M&A ReadinessAccounting & TaxBanking & Account Aggregation

Read-only: review my P&L and balance sheet for <period> from the accounting system and reconcile them against the bank and account-aggregation feeds for the same period. List items a buyer would question, personal expenses run through the business, uncategorised transactions, owner compensation treatment, one-off items, plus any transaction visible in the bank feed with no matching entry in the books. Output Item / Amount / Where it appears / Why a buyer asks. Do not post, edit or reclassify anything.

Guardrail · Read-only. Any adjustment goes through your accountant, not a chat tool.

Read the full connection guide →