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Wealthapi MCP server

by wealthapi.eu·eu.wealthapi/mcp-server·v0.1.0
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Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

B75/100grade B
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Safety scan
B75/100

full report

Adoption
New

0 stars33 downloads/wk

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Wealthapi tools (21)

write = sends, deletes, buys or posts

Read from the package source without running it. The installed server may list more.

  • detect_recurring_transactions

    List transactions flagged as regular (salary, rent, subscriptions, standing orders). Grouped by counterpart and direction, with detected payment interval (in months) and average amount. Use this to answer 'what subscriptions do I have?' or 'what are my fixed costs?'.

  • get_account_balances

    Get balance history for one or more cash accounts over a date range. Works only with cash accounts (type '02_cash'), not depots.

  • get_cash_flow_summary

    Monthly income vs. spending for the user's cash accounts. Answers 'how much did I earn and spend?' over a period. Inflows are positive, outflows positive (spending), net = income − spending.

  • get_dividend_calendar

    Get this year's dividend calendar for current holdings: expected and received payouts with dates, amounts and yields. Use this for 'when are my next dividend payments?'.

  • get_dividend_history

    Get dividend income per year (gross and net), with a per-month breakdown for the current year. Use this for 'how much dividend income did I get in 2024?'.

  • get_gainers_and_losers

    Get the top gainers or losers — either by today's change or by total return since purchase. Use this for 'best/worst performers'.

  • get_portfolio_allocation

    Break down the portfolio's market value by region, industry sector, or asset type. Use this for 'how diversified am I?' and 'what's my US exposure?'.

  • get_portfolio_performance

    Get TWROR (time-weighted rate of return) timeseries for the portfolio over a date range. Use this to answer 'how did my portfolio perform this year / last 5 years?'.

  • get_portfolio_valuation

    Get the current total value of one or more depots, and optionally its history when 'from' is given. Use this for 'what is my portfolio worth (today / over time)?'.

  • get_portfolio_yield

    Get the portfolio's dividend yield per year (on current value and on invested capital) plus the dividend CAGR. Use this for 'what's my dividend yield?'.

  • get_quotes

    Get current quotes (last price, daily change) for securities by security ID. Get the IDs from search_symbols first.

  • get_realized_gains

    Get realized gains per year, split into trading, dividend, interest and other gains (gross and net, plus tax refunds). Use this for 'what did I realize this year?' and tax questions.

  • get_risk_metrics

    Get annualized risk (volatility) and return metrics — for the whole portfolio, or per investment with breakdown=true. Use this for 'how risky is my portfolio?'.

  • get_savings_rate

    Compute the user's savings rate over a period: (income − spending) / income, expressed as a percentage. Uses cash flow analytics. Higher is better; negative means the user spent more than they earned.

  • get_security_fundamentals

    Get master data and valuation fundamentals (P/E, P/B, P/S, F-Score) for a security by ISIN. Use this for 'tell me about this holding' or 'is this stock expensive?'.

  • list_accounts

    List all of the user's accounts: depots (where investments live), cash accounts, insurance, etc. Start here when you need to know which accounts exist before drilling in.

  • list_bookings

    List investment bookings: buys, sells, dividends, splits. Use this to see the trade history for a specific security or depot.

  • list_investments

    List the user's investment holdings (stocks, funds, bonds, ETFs). Returns name, ISIN, type, lots, market value and gain/loss. Use this for 'what do I own?' and 'show me my biggest positions'.

  • list_transactions

    List cash transactions (deposits, withdrawals, fees, interest, transfers). Results are sorted by amount (largest absolute value first), so the top rows answer 'what did I spend most money on?'.

  • search_symbols

    Search securities by name, ISIN or WKN. Returns the security ID and quote provider needed by get_quotes. Use this to resolve 'Apple' or an ISIN to a tradable security.

  • whoami

    Show which wealthAPI user this session is acting as (name, email, member since). Use this to ground yourself or when the user asks 'which account is this?'.

Public scan report

scanner v0.1.9 · 2026-09-25 · same rubric, same numbers if you re-run it

no findings
  • Code scan37 source files scanned25/25
  • –Live reliabilityno gateway calls yet and no remote to proben/a
  • –Tool poisoningtools not inspected (local package is not executed); not countedn/a
  • Auth qualitystatic API keys via environment variables6/15
  • Maintenancelast push 71 days ago12/15
  • Maintainer identitynamespace and repository owner differ; GitHub account older than a year6/10
Overall 75/100. Components that don't apply are left out of the denominator. Any critical finding is an F.RubricAppeal a findingJSON

How Wealthapi compares

Against every graded MCP server, from our own scans and uptime checks. Updated after each scan run.

Safety score
75/100
higher than 45% of 48,255 servers
Tools
21
the typical server has 7
Tools that change things
0%
typical: 0%. Fewer write tools means less an agent can break
Downloads a week
33
more than 22% of 12,191 servers with a package

What its tools let an agent do: 21 read

Install Wealthapi in Claude Code, Cursor or VS Code

Runs npx -y @wealth_api/mcp-server on your machine. Read the scan report first; the gateway never runs local packages.

claude mcp add mcp-server -- npx -y @wealth_api/mcp-server
Add to Cursor

What the publisher says

From the Wealthapi repository's README, as published. We do not edit it. Read it on GitHub

wealthapi-mcp

A small Model Context Protocol (MCP) server that lets Claude (or any MCP-compatible assistant) answer everyday portfolio questions about your wealthAPI account:

"What did I spend the most money on last month?"

"How is my portfolio performing this year?"

"Show me my five biggest positions."

"Which of my investments lost the most value?"

It runs locally on your machine. Your bearer token never leaves your computer.

What is an MCP server?

MCP is an open protocol that lets an AI assistant call tools you control. The assistant runs in one process (e.g. Claude Desktop); the MCP server runs as a separate process you launch. They talk to each other over stdio using JSON-RPC: the assistant writes a tools/call message to the server's stdin, the server runs the tool and writes the result back to its stdout. That's the whole protocol.

Note the distinction: this is an MCP server, not an MCP plugin. There is no such thing as an MCP plugin — plugins (e.g. Claude Code plugins) extend the assistant itself, while an MCP server is a standalone process the assistant connects to over the protocol. Any MCP-compatible client (Claude Desktop, Claude Code, others) can use this server.

Concretely, this repo is a Node script. When Claude Desktop starts it, the script registers its tools, waits for tool calls, and when one arrives, makes an HTTPS request to the wealthAPI REST API on your behalf and returns a text summary. No state, no database, no server to maintain.

Read more at https://modelcontextprotocol.io.

The tools

Auth is a wealthAPI API token (wapikey…) carrying the read scopes (accounts:read, investments:read, transactions:read, profile:read). All tools are read-only.

Accounts & cash flow

Portfolio & performance

Dividends

Market data & profile

Shortened. The full README is on GitHub.

Nothing above is checked by us. What we check is on the safety report.

Wealthapi: common questions

Is Wealthapi MCP server safe?
Mostly: it is graded B (75/100). Read the Wealthapi safety report
How do I install Wealthapi?
It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.
Does Wealthapi need an API key?
Yes. The registry entry asks for BEARER_TOKEN.
Is Wealthapi maintained?
The last commit was 110 days ago (2026-07-17). The latest release is v0.1.0.
How does Wealthapi compare with other MCP servers?
safety score 75/100 (higher than 45% of 48,255 servers); tools 21 (the typical server has 7); tools that change things 0% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.