mcp-server
About
Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.
Use this server
Add it to your MCP client. The catalogue lists this config verbatim from its source — it does not run, download, or vouch for the server. Review the command before you run it.
Transportstdio (runs a local command)
Env vars
BEARER_TOKEN LOG_LEVELClaude Code
claude mcp add --env BEARER_TOKEN= --env LOG_LEVEL= mcp-server -- npx @wealth_api/mcp-server
Cursor
If the button doesn't open Cursor, use the JSON below — Cursor accepts the same mcpServers config.
VS Code
code --add-mcp '{"name":"mcp-server","command":"npx","args":["@wealth_api/mcp-server"],"env":{"BEARER_TOKEN":"","LOG_LEVEL":""}}'
JSON
{
"mcpServers": {
"mcp-server": {
"command": "npx",
"args": [
"@wealth_api/mcp-server"
],
"env": {
"BEARER_TOKEN": "",
"LOG_LEVEL": ""
}
}
}
}
Environment variables are listed by name only — fill in your own values. Entries never carry secrets.