wise-mcp
Provides tools for interacting with the Wise (TransferWise) API, enabling AI agents to manage profiles, balances, exchange rates, transfers, and recipients.
Click on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@wise-mcp List my Wise balances"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
Wise MCP Szerver
MCP (Model Context Protocol) szerver a Wise (TransferWise) API-hoz.
Ez a szerver lehetővé teszi, hogy AI asszisztensek (pl. Claude) lekérdezhessék a Wise számla egyenlegét, árfolyamokat, átutalásokat és kedvezményezetteket.
Távoli használat (Smithery)
A legegyszerűbb módja a szerver használatának, ha a Smithery-n keresztül csatlakozol — nem kell semmit telepítened:
A Smithery automatikusan bekéri a Wise API tokenedet és kezeli a kapcsolatot.
Related MCP server: Wise MCP Server
Funkciók
Lekérdező eszközök (csak olvasás)
list_profiles - Profilok (személyes/üzleti) listázása
get_profile - Profil adatainak lekérdezése
list_balances - Egyenlegek listázása pénznem szerint
get_balance - Adott egyenleg részletei
get_exchange_rate - Aktuális árfolyam két pénznem között
get_exchange_rate_history - Árfolyam-történeti adatok
create_quote - Árajánlatkérés (díj és árfolyam)
get_quote / get_temporary_quote - Árajánlat lekérdezése
list_recipients - Kedvezményezettek listázása
get_recipient - Kedvezményezett részletei
get_account_requirements - Bankszámla-mező követelmények adott pénznemhez
list_transfers - Átutalások listázása szűrőkkel
get_transfer - Átutalás részletei
get_delivery_estimate - Becsült érkezési idő
Írási eszközök (pénzforgalom)
create_transfer - Átutalás létrehozása
fund_transfer - Átutalás finanszírozása egyenlegből
create_recipient - Új kedvezményezett felvétele
delete_recipient - Kedvezményezett törlése
cancel_transfer - Átutalás visszavonása
Figyelmeztetés: Az írási eszközök valós pénzmozgást indíthatnak! Javasoljuk, hogy ezeket az eszközöket csak tudatosan engedélyezd. A legtöbb MCP kliens (pl. Claude Desktop, Claude Code) lehetőséget ad az egyes eszközök egyenkénti engedélyezésére vagy tiltására. Ha csak egyenleg-lekérdezésre és árfolyam-ellenőrzésre van szükséged, tiltsd le az írási eszközöket.
Előfeltétel
Wise Personal API token szükséges. Igényelhető itt:
Helyi telepítés
Ha inkább lokálisan szeretnéd futtatni a szervert:
1. Telepítés
git clone https://github.com/Szotasz/wise-mcp.git
cd wise-mcp
npm install
npm run build2. Konfigurálás
Másold az .env.example fájlt .env néven és töltsd ki:
cp .env.example .envSzükséges környezeti változó:
Változó | Leírás |
| Wise Personal API token |
3. Hozzáadás a Claude Code-hoz
Add hozzá a ~/.claude/settings.json fájlhoz:
{
"mcpServers": {
"wise": {
"command": "node",
"args": ["/elérési/út/wise-mcp/dist/cli.js"],
"env": {
"WISE_API_TOKEN": "your_token_here"
}
}
}
}Az írási eszközök tiltásához add hozzá a settings.local.json fájlhoz:
{
"permissions": {
"deny": [
"mcp__wise__create_transfer",
"mcp__wise__fund_transfer",
"mcp__wise__create_recipient",
"mcp__wise__delete_recipient",
"mcp__wise__cancel_transfer"
]
}
}Használati példák
Konfigurálás után a következőket kérdezheted Claude-tól:
"Mennyi pénz van a Wise számlámon?"
"Mi az aktuális EUR/HUF árfolyam?"
"Listázd az utolsó átutalásaimat"
"Milyen pénznemekben van egyenlegem?"
Támogatás
Ha hasznosnak találtad ezt a projektet, támogathatod a fejlesztést:
Wise MCP Server (English)
MCP (Model Context Protocol) server for the Wise (TransferWise) API.
This server allows AI assistants like Claude to query Wise account balances, exchange rates, transfers, and recipients.
Remote Usage (Smithery)
The easiest way to use this server is through Smithery — no installation needed:
Smithery will automatically prompt you for your Wise API token and manage the connection.
Features
Query Tools (read-only)
list_profiles - List all profiles (personal and business)
get_profile - Get a specific profile by ID
list_balances - List balance accounts with available amounts per currency
get_balance - Get a specific balance account
get_exchange_rate - Get current exchange rate between two currencies
get_exchange_rate_history - Get historical exchange rates over a time period
create_quote - Create a quote to check fees and exchange rates
get_quote / get_temporary_quote - Retrieve an existing or temporary quote
list_recipients - List recipient accounts, optionally filtered by currency
get_recipient - Get a specific recipient by ID
get_account_requirements - Get required fields for creating a recipient in a specific currency
list_transfers - List transfers with optional filters (status, date range, pagination)
get_transfer - Get a specific transfer by ID
get_delivery_estimate - Get estimated delivery date for a transfer
Write Tools (financial operations)
create_transfer - Create a new transfer
fund_transfer - Fund a transfer from your Wise balance
create_recipient - Create a new recipient account
delete_recipient - Delete (deactivate) a recipient account
cancel_transfer - Cancel a transfer (if not yet completed)
Warning: Write tools can initiate real financial transactions! We recommend enabling these tools only when you explicitly need them. Most MCP clients (e.g. Claude Desktop, Claude Code) allow you to enable or disable individual tools. If you only need balance checks and exchange rates, disable the write tools.
Prerequisites
You need a Wise Personal API token. Get one at:
Local Installation
If you prefer to run the server locally:
1. Install
git clone https://github.com/Szotasz/wise-mcp.git
cd wise-mcp
npm install
npm run build2. Configure
Copy .env.example to .env and fill in your token:
cp .env.example .envRequired environment variable:
Variable | Description |
| Wise Personal API token |
3. Add to Claude Code
Add to your ~/.claude/settings.json:
{
"mcpServers": {
"wise": {
"command": "node",
"args": ["/path/to/wise-mcp/dist/cli.js"],
"env": {
"WISE_API_TOKEN": "your_token_here"
}
}
}
}To deny write tools, add to your settings.local.json:
{
"permissions": {
"deny": [
"mcp__wise__create_transfer",
"mcp__wise__fund_transfer",
"mcp__wise__create_recipient",
"mcp__wise__delete_recipient",
"mcp__wise__cancel_transfer"
]
}
}Usage Examples
Once configured, you can ask Claude:
"How much money is in my Wise account?"
"What is the current EUR to HUF exchange rate?"
"List my recent transfers"
"What currencies do I have balances in?"
Support
If you find this project useful, you can support the development:
License
MIT
Available Tools
20 toolscancel_transferADestructiveIdempotent
Cancel a transfer (only possible if not yet completed)
Inputs: transferId (required).
create_quoteBIdempotent
Create a quote for a money transfer. Specify either sourceAmount OR targetAmount (not both). Returns exchange rate, fees, and delivery estimate.
Inputs: profileId (required), sourceCurrency (required), targetCurrency (required), sourceAmount, +1 more.
create_recipientA
Create a new recipient account. The 'details' object varies by currency/type. Use get_account_requirements first to know which fields are needed.
Inputs: type (required), details (required), currency (required), profileId (required), +2 more.
create_transferADestructiveIdempotent
Create a new transfer. Requires a quote ID and recipient account ID. The customerTransactionId ensures idempotency — reuse the same value when retrying a failed request to avoid duplicate transfers. NOTE: In EU/UK, funding from balance via personal token is restricted by PSD2.
Inputs: quoteId (required), targetAccount (required), customerTransactionId (required), reference.
delete_recipientADestructiveIdempotent
Delete (deactivate) a recipient account
Inputs: accountId (required).
fund_transferADestructive
Fund a transfer from your Wise balance. NOTE: This may NOT work with personal tokens in EU/UK due to PSD2 regulations.
Inputs: profileId (required), transferId (required).
get_account_requirementsARead-only
Get the required fields for creating a recipient in a specific currency route. Returns field definitions with validation rules.
Inputs: source (required), target (required), sourceAmount (required).
get_balanceARead-only
Get a specific balance account by ID
Inputs: balanceId (required), profileId (required).
get_delivery_estimateARead-only
Get the estimated delivery date for a transfer
Inputs: transferId (required).
get_exchange_rateARead-only
Get the current exchange rate between two currencies
Inputs: source (required), target (required).
get_exchange_rate_historyARead-only
Get historical exchange rates between two currencies over a time period
Inputs: to (required), from (required), source (required), target (required), +1 more.
get_profileARead-only
Get a specific profile by ID
Inputs: profileId (required).
get_quoteARead-only
Get an existing quote by ID
Inputs: quoteId (required).
get_recipientARead-only
Get a specific recipient account by ID
Inputs: accountId (required).
get_temporary_quoteARead-only
Get a temporary (non-stored) quote to check rates and fees without creating one
Inputs: sourceCurrency (required), targetCurrency (required), sourceAmount, targetAmount.
get_transferARead-only
Get a specific transfer by ID
Inputs: transferId (required).
list_balancesARead-only
List all balance accounts for a profile. Returns currency balances with available amounts. Types: STANDARD (one per currency) or SAVINGS (jars, multiple per currency).
Inputs: profileId (required), types.
list_profilesARead-only
List all profiles (personal and business) associated with your Wise account
Inputs: no named parameters.
list_recipientsARead-only
List all recipient accounts for a profile, optionally filtered by currency
Inputs: profileId (required), currency.
list_transfersARead-only
List transfers for a profile with optional filters
Inputs: profileId (required), limit, offset, status, +2 more.
Tool Schema Changelog
Recent tool additions, removals, and schema changes observed during successful MCP inspections.
Loading tool schema changelog…
TDQS
Scored across 20 tools
Each tool targets a distinct resource and action (e.g., list_profiles vs get_profile, create_quote vs get_temporary_quote). Descriptions clearly differentiate similar tools like current vs historical exchange rates. No two tools overlap in purpose.
All tools follow a consistent verb_noun pattern with snake_case (list_*, get_*, create_*, etc.). There are no mixed conventions or vague names like 'process' or 'do_thing'. The naming makes it easy to predict what each tool does.
With 20 tools, the server is on the heavier side, but the Wise API covers many resource types. Each tool addresses a unique endpoint needed for transfer workflows, so the count is reasonable for the scope. It slightly exceeds the typical 15-tool threshold but doesn't feel bloated.
The tool set covers the full lifecycle: managing profiles, balances, quotes, transfers (including funding and cancellation), and recipients (with account requirements). No essential operation for the stated domain is missing, making it a complete surface.
Maintenance
Related MCP Connectors
Live & historical FX rates and currency conversion for AI agents. No API keys.
Live & historical FX rates and currency conversion for AI agents. No API keys.
Wise (https://wise.com) MCP, multi-currency account access via Personal Token + SCA key. Reads profi
Connect AI agents to bank accounts, transactions, balances, and investments.
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