WealthMCP

Official

This directory as an MCP server: search wealth-management MCP servers, browse Practice Stacks and pull workflow prompt examples, with inline UI in MCP Apps-capable hosts.

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Status

Official

Auth

None

Hosting

Remote

Community rating

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How to connect WealthMCP

Step 1

Remote server — paste a URL

WealthMCP 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://wealthmcp.ai/mcp

Client config snippet

{
  "mcpServers": {
    "wealthmcp": {
      "url": "https://wealthmcp.ai/mcp"
    }
  }
}

Step 2

Authenticate with no credentials

No credentials are required for public data. Rate limits still apply, so avoid bulk pulls from a chat client.

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.

Read the full connection guide →