Wealthsimple MCP Server
About
Wealthsimple Model Context Protocol server (public)
Details
- Author
- wealthsimple
- Downloads
- 772
- Categories
- Other
Jump to
- Search ongoing and past promotions
- Search Wealthsimple Help Centre articles
- Retrieve a specific Help Centre article
- Get current operational status of Wealthsimple
- Fetch Wealthsimple TLDR newsletters and Magazine articles
Setting up with Highlight
This MCP is not yet compatible with Highlight’s one-click setup. However, you can still use it with Highlight by following these steps:
- Download and install Highlight from highlightai.com/download
- Navigate to the plugins tab and select "Add Custom Plugin"
-
Configure the plugin with the settings below
Plugin Name
Wealthsimple MCP ServerCommand (node, npx, python, etc.)Please refer to the README for specific instructions on how to obtain API keys or other required environment variables.
- Enable "Start Automatically" if you want the plugin to start when Highlight launches
From the repository
Run locally with yarn start (serves at http://localhost:8787/sse) or deploy to Cloudflare Workers with yarn deploy. Connect MCP clients using the SSE endpoint; for example, Claude Desktop can be configured via the mcp-remote proxy by running npx mcp-remote <URL>/sse and updating its config file.
Claude Desktop / Cursor
Paste into your MCP client config file to install this server.
{
"mcpServers": {
"wealthsimple mcp server": {
"calculator": {
"command": "npx",
"args": [
"mcp-remote",
"https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse"
]
}
}
}
}McpServers
{
"calculator": {
"command": "npx",
"args": [
"mcp-remote",
"https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse"
]
}
}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 |
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.
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