mcp-server · wealthapi-eu — Claude Code MCP server for wealthAPI
Connect wealthAPI to an AI assistant to inspect accounts, spending, investments, and dividends. A personal read-scope API token is required.
claude mcp add --env BEARER_TOKEN=<BEARER_TOKEN> --env LOG_LEVEL=<LOG_LEVEL> --transport stdio wealthapi-eu-mcp-server -- npx -y @wealth_api/mcp-serverWhat mcp-server does
This server gives an assistant tools for querying wealthAPI, including balance history, recurring payments, portfolio returns, risk figures, and dividend records. It also provides guided analyses such as a savings-rate check and a subscription audit. Every tool is read-only.
The Node.js process communicates with its MCP client over stdio and sends requests to the wealthAPI REST API. You need a bearer token with read access to accounts, investments, transactions, and profile data. Set it as BEARER_TOKEN; requests cannot be authorized without it.
What it helps with
- review recurring charges
- compare monthly income with spending
- track portfolio value over time
- identify the strongest and weakest investments
- check dividend history and upcoming payments
Example prompts for the agent
- Compare my income and spending month by month.
- Which investments lost the most value?
- Show my dividend history and next payment dates.
How to install mcp-server
Platform CLI
claude mcp add --env BEARER_TOKEN=<BEARER_TOKEN> --env LOG_LEVEL=<LOG_LEVEL> --transport stdio wealthapi-eu-mcp-server -- npx -y @wealth_api/mcp-serverReplace <…> with your own values
Platform CLI
codex mcp add wealthapi-eu-mcp-server --env BEARER_TOKEN=<BEARER_TOKEN> --env LOG_LEVEL=<LOG_LEVEL> -- npx -y @wealth_api/mcp-serverReplace <…> with your own values
Config file
{
"mcpServers": {
"wealthapi-eu-mcp-server": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server"
],
"env": {
"BEARER_TOKEN": "<BEARER_TOKEN>",
"LOG_LEVEL": "<LOG_LEVEL>"
}
}
}
}Replace <…> with your own values
Config file
{
"servers": {
"wealthapi-eu-mcp-server": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server"
],
"env": {
"BEARER_TOKEN": "<BEARER_TOKEN>",
"LOG_LEVEL": "<LOG_LEVEL>"
}
}
}
}Replace <…> with your own values
Platform CLI
gemini mcp add -e BEARER_TOKEN=<BEARER_TOKEN> -e LOG_LEVEL=<LOG_LEVEL> wealthapi-eu-mcp-server npx -y @wealth_api/mcp-serverReplace <…> with your own values
Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more
Questions about mcp-server
How do I install mcp-server in Claude Code?
Run claude mcp add mcp-server -e BEARER_TOKEN=<BEARER_TOKEN> -- npx -y @wealth_api/mcp-server. Replace <BEARER_TOKEN> with your personal wealthAPI token.
What does mcp-server do?
It connects wealthAPI tools to an MCP-compatible assistant. You can ask about accounts, cash flow, investments, portfolio performance, and dividends.
What permissions does the wealthAPI token need?
The token needs read access to accounts, investments, transactions, and profile data. The server's tools do not modify account data.
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