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

<img width="775" alt="Screenshot 2025-05-01 at 18 32 25" src="screenshot.png" />

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.