Wealthnow MCP server

Wealthnow MCP server

Market data, fundamentals, SEC filings, insider, 13F and congressional trades, and private markets for AI agents.

Wealthnow is a hosted Model Context Protocol server. Add one URL to your AI app, sign in to Wealthnow, and your agent can call financial data tools directly.

Every tool is read-only. Which tools you see depends on your plan:

• Free: market data, fundamentals and SEC filings.
• Paid plans: the full catalogue, which is listed in the server card.

Data and structured signals, not investment advice.

Connect

Claude (claude.ai, Claude Desktop, Claude mobile)

Add Wealthnow to Claude

To add it by hand instead:

1. In Claude, open Settings → Connectors → Add custom connector.
2. Enter the name Wealthnow and the URL https://mcp.wealthnow.io/mcp.
3. Click Connect, sign in to Wealthnow, then click Connect on the Wealthnow page.

A connector you add on the web also appears in Claude Desktop and on mobile.

Claude Code

claude mcp add --transport http wealthnow https://mcp.wealthnow.io/mcp

Then run /mcp inside Claude Code, choose wealthnow, and sign in.

Or install it as a plugin from this repository:

/plugin marketplace add Hlobo-dev/wealthnow-mcp
/plugin install wealthnow@wealthnow

ChatGPT

1. Open ChatGPT on the web and go to Settings → Apps. Some accounts label this Apps & Connectors or Connectors.
2. Open Advanced settings and turn on Developer mode.
3. Back on Apps, click Create.
4. Enter the URL https://mcp.wealthnow.io/mcp and choose OAuth.
5. Sign in to Wealthnow when ChatGPT sends you there.

Cursor

Add Wealthnow to Cursor

Or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "wealthnow": { "url": "https://mcp.wealthnow.io/mcp" }
  }
}

The first time you use it, Cursor asks you to sign in to Wealthnow.

Other MCP apps

In most apps that support remote MCP servers with OAuth, you add https://mcp.wealthnow.io/mcp as a remote (Streamable HTTP) server, and the app registers itself and runs the sign-in. We have checked this with:

• Grok, Perplexity and Devin
• Cline, Kiro, Amp and LM Studio
• Warp's terminal, Postman, Slack and Figma

Not working yet. Sign-in from these apps is still being enabled on our side. Until then, connect them with an API key:

• VS Code, Zed, GitHub Copilot CLI and Goose: they identify themselves with a client metadata document.
• Gemini CLI 0.60 and later: it requires an iss parameter on the sign-in response.

Zed skips sign-in when you set the Authorization: Bearer YOUR_TENGU_API_KEY header; the server accepts the key there as well as in X-API-Key.

With an API key

Get a key from the Wealthnow dashboard and send it in the X-API-Key header. This works in any client that lets you set headers:

{
  "mcpServers": {
    "wealthnow": {
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "X-API-Key": "YOUR_TENGU_API_KEY" }
    }
  }
}

If your app only runs local servers, bridge to the remote one with mcp-remote:

{
  "mcpServers": {
    "wealthnow": {
      "command": "npx",
      "args": ["-y", "[email protected]", "https://mcp.wealthnow.io/mcp",
               "--header", "X-API-Key:${TENGU_API_KEY}"],
      "env": { "TENGU_API_KEY": "YOUR_TENGU_API_KEY" }
    }
  }
}

Try it

Once connected, ask your agent:

Using Wealthnow, what's the latest quote for AAPL?

Or call it directly with an API key:

curl -s -X POST https://mcp.wealthnow.io/mcp \
  -H 'Content-Type: application/json' \
  -H 'Accept: application/json, text/event-stream' \
  -H "X-API-Key: $TENGU_API_KEY" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call",
       "params":{"name":"fundamentals_price_snapshot","arguments":{"ticker":"AAPL"}}}'

More in examples/: a quickstart, Python and TypeScript.

What it covers

• Real-time and historical prices for stocks and crypto
• Fundamentals: income statement, balance sheet, cash flow, metrics, screener and peers
• SEC filings: 10-K, 10-Q, 8-K and structured extracts
• Insider trades (Form 4), institutional holdings (13F) and congressional trades
• News and sentiment, macro, rates, FX and commodities
• Options flow, alternative data and private markets (companies, deals, investors)

Discovery

• MCP server card: https://mcp.wealthnow.io/.well-known/mcp/server-card.json
• OAuth protected resource metadata: https://mcp.wealthnow.io/.well-known/oauth-protected-resource
• REST API (OpenAPI 3.1): https://firm.wealthnow.io/api/openapi.json

Links

• Product: https://wealthnow.io/api
• Docs: https://app.wealthnow.io/docs/mcp-and-sdks
• Sign up: https://app.wealthnow.io/auth/sign-up
• Pricing: https://wealthnow.io/pricing
• Privacy: https://wealthnow.io/privacy
• Terms: https://wealthnow.io/terms
• Support: [email protected]

License

The examples and listing files in this repository are MIT licensed; see LICENSE. The Wealthnow service is covered by its terms. "Wealthnow" is a mark of Tengu LLC.