# mcp-server

Connect wealthAPI to an AI assistant to inspect accounts, spending, investments, and dividends. A personal read-scope API token is required.

- MCP server · `type=mcp` · Claude Code, Codex, Cursor, GitHub Copilot, Windsurf (Devin Desktop), Cline, Zed, Gemini CLI
- Author: wealthAPI-eu
- License: MIT · policy=link-only · description only; the file stays with the author
- Source: https://github.com/wealthAPI-eu/wealthapi-mcp
- Updated: 2026-07-17
- HTML: https://affpapa.org/en/nevibecode/mcp/wealthapi-eu-mcp-server

## What it 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.

## Requirements
- Needs: Node.js (commands run via npx)
- Environment variables: `BEARER_TOKEN`, `LOG_LEVEL` — keys and tokens: ask the human for the values, never commit them or put them in shared files.

## Install

### Claude Code (native platform)

**Platform CLI**
```bash
claude mcp add --env BEARER_TOKEN=<BEARER_TOKEN> --env LOG_LEVEL=<LOG_LEVEL> --transport stdio wealthapi-eu-mcp-server -- npx -y @wealth_api/mcp-server
```
Replace <…> with your own values

### Codex

**Platform CLI**
```bash
codex mcp add wealthapi-eu-mcp-server --env BEARER_TOKEN=<BEARER_TOKEN> --env LOG_LEVEL=<LOG_LEVEL> -- npx -y @wealth_api/mcp-server
```
Replace <…> with your own values

### Cursor

**Config file**
File `.cursor/mcp.json`:
```json
{
    "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

### GitHub Copilot

**Config file**
File `.vscode/mcp.json`:
```json
{
    "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

### Gemini CLI

**Platform CLI**
```bash
gemini mcp add -e BEARER_TOKEN=<BEARER_TOKEN> -e LOG_LEVEL=<LOG_LEVEL> wealthapi-eu-mcp-server npx -y @wealth_api/mcp-server
```
Replace <…> with your own values

## When to use it
- 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
- Compare my income and spending month by month.
- Which investments lost the most value?
- Show my dividend history and next payment dates.

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