Wealthapi MCP Server: Install & Setup

Install Wealthapi in Claude Code

Claude Code

claude mcp add wealthapi -e BEARER_TOKEN=... -- npx -y @wealth_api/mcp-server

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "wealthapi": {
      "command": "npx",
      "args": [
        "-y",
        "@wealth_api/mcp-server"
      ],
      "env": {
        "BEARER_TOKEN": "..."
      }
    }
  }
}

Replace each ... with your own value.

Frequently asked questions

What does the Wealthapi MCP server do?

Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

Is the Wealthapi MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Wealthapi run locally or remotely?

Local. Runs on your machine (stdio). You install it with npx, uvx, Docker or from source.

How do I add Wealthapi to Claude Code?

Run: claude mcp add wealthapi -e BEARER_TOKEN=... -- npx -y @wealth_api/mcp-server

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