wealthtech.dev MCP Server: Install & Setup

Install wealthtech.dev in Claude Code

Claude Code

claude mcp add --transport http wealthtech-dev https://mcp.wealthtech.dev/mcp

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

{
  "mcpServers": {
    "wealthtech-dev": {
      "url": "https://mcp.wealthtech.dev/mcp"
    }
  }
}

Frequently asked questions

What does the wealthtech.dev MCP server do?

Read-only, sourced access facts for wealth tech products, vendor MCP servers and Form ADV columns.

Is the wealthtech.dev 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 wealthtech.dev run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add wealthtech.dev to Claude Code?

Run: claude mcp add --transport http wealthtech-dev https://mcp.wealthtech.dev/mcp

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