Wealthy MCP Server

What it does

Wealthy MCP enables AI assistants to interact directly with the Wealthy trading platform. It allows users to check real-time market prices, manage portfolios, place trades, and get research-driven investment ideas through natural language.

Tools

• get_price: Retrieve current market prices for specified trading symbols
• place_order: Execute buy or sell orders directly via AI
• get_holdings: View current portfolio holdings and detailed positions
• get_trade_ideas: Access market insights and professional trading suggestions
• create_watchlist: Manage lists of securities for tracking
• get_user_margin: Monitor account margin and available funds
• reports_tool: Generate detailed holdings and order book reports

Installation

Configure your claude_desktop_config.json or .cursor/mcp.json as follows:

{
    "mcpServers": {
      "wealthy-mcp": {
        "command": "<path to downloaded/installed binary>"
      }
    }
}

Supported hosts

• Claude Desktop
• Cursor