The full upstream README, mirrored here for reference. Install config, tool schemas, adoption signals, and an original overview live on the Wealthapi MCP listing page.
A small Model Context Protocol (MCP) server that lets Claude (or any MCP-compatible assistant) answer everyday portfolio questions about your wealthAPI account:
"What did I spend the most money on last month?" "How is my portfolio performing this year?" "Show me my five biggest positions." "Which of my investments lost the most value?"
It runs locally on your machine. Your bearer token never leaves your computer.
MCP is an open protocol that lets an AI assistant call tools you control. The assistant
runs in one process (e.g. Claude Desktop); the MCP server runs as a separate process you
launch. They talk to each other over stdio using JSON-RPC: the assistant writes a
tools/call message to the server's stdin, the server runs the tool and writes the
result back to its stdout. That's the whole protocol.
Note the distinction: this is an MCP server, not an MCP plugin. There is no such thing as an MCP plugin — plugins (e.g. Claude Code plugins) extend the assistant itself, while an MCP server is a standalone process the assistant connects to over the protocol. Any MCP-compatible client (Claude Desktop, Claude Code, others) can use this server.
Concretely, this repo is a Node script. When Claude Desktop starts it, the script registers its tools, waits for tool calls, and when one arrives, makes an HTTPS request to the wealthAPI REST API on your behalf and returns a text summary. No state, no database, no server to maintain.
Read more at https://modelcontextprotocol.io.
Auth is a wealthAPI API token (wapi_key_…) carrying the read scopes (accounts:read,
investments:read, transactions:read, profile:read). All tools are read-only.
| Tool | Wraps | Answers |
|---|---|---|
list_accounts | GET /api/v1/accounts | "What accounts do I have?" |
get_account_balances | GET /api/v1/accounts/balances | "Show my cash balance history" |
get_portfolio_valuation | GET /api/v1/accounts/valuation (+ historicValuations) | "What is my portfolio worth (today / over time)?" |
list_transactions | GET /api/v1/transactions | "What did I spend most on last month?" |
detect_recurring_transactions | GET /api/v1/transactions | "What subscriptions / fixed costs do I have?" |
list_bookings | GET /api/v1/bookings | "Show my buys / sells / dividends" |
get_cash_flow_summary | GET /api/v1/cashFlowAnalytics/history | "Income vs spending per month" |
get_savings_rate | GET /api/v1/cashFlowAnalytics/history | "What's my savings rate?" |
| Tool | Wraps | Answers |
|---|---|---|
list_investments | GET /api/v2/investments | "What do I own and what is it worth?" |
get_gainers_and_losers | GET /api/v1/investments/gainersAndLosers | "Best / worst performers" |
get_portfolio_performance | POST /api/v2/performance | "How did my portfolio do this year?" |
get_portfolio_allocation | GET /api/v1/investments | "How diversified am I by region / sector / asset type?" |
get_risk_metrics | GET /api/v1/riskYieldMetrics (+ /investments) | "How risky is my portfolio?" |
get_realized_gains | GET /api/v1/performance/realizedGains | "What did I realize this year?" (tax season) |
| Tool | Wraps | Answers |
|---|---|---|
get_dividend_history | GET /api/v1/dividends/history | "How much dividend income did I get per year / month?" |
get_dividend_calendar | GET /api/v1/dividends/calendar | "When are my next dividend payments?" |
get_portfolio_yield | GET /api/v1/dividends/portfolioYield | "What's my dividend yield?" |
| Tool | Wraps | Answers |
|---|---|---|
search_symbols | GET /api/v2/symbols | "Find Apple / this ISIN" |
get_quotes | GET /api/v2/quotes | "What's the current price?" |
get_security_fundamentals | GET /api/v1/fundamentals/{isin} (+ /statistics) | "Is this stock expensive?" (P/E, P/B, F-Score) |
whoami | GET /api/v1/users/myself | "Which account is this?" |
The server also registers prompts (monthly_review, savings_rate_check,
subscription_audit, fixed_costs_summary, financial_health_check) that chain these
tools into guided analyses.
Tool registration is gated by SUPPORTED_TOOLS/SUPPORTED_PROMPTS in src/index.ts —
remove a name there to disable it without deleting code.
You need Node 20+ and pnpm.
Get a personal bearer token from wealthAPI (your account → API settings).
Add the server to Claude Desktop's config
(~/Library/Application Support/Claude/claude_desktop_config.json on macOS):
Restart Claude Desktop. The active tools will appear in the tools panel of any chat, and you can ask portfolio questions in plain English.
The canonical example lives in src/tools/accounts.ts — list_accounts is ~50 lines
and shows the whole pattern.
src/tools/ and write a
register*Tools(server, client) function that calls server.registerTool(...).
Each call takes a name, a { description, inputSchema } object (Zod for the
input schema), and an async handler that returns { content: [{ type: "text", text }] }.register*Tools from src/index.ts.pnpm build and restart Claude Desktop.That's it. No code generation, no registration files, no boilerplate.