Wealthy MCP Server

Name: Wealthy MCP Server
Availability: InStock
Author: wealthy

by wealthy

Integrate Wealthy trading platform features into your AI workflow for smart trading and portfolio management.

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Works in:Cursor

Exposes:Tools

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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

Quick install

go install github.com/wealthy/wealthy-mcp/cmd/wealthy-mcp@latest

Information

Pricing: free
Published: 5/11/2026
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