Wealthsimple MCP Server
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., "@Wealthsimple MCP Serversearch for current promotions"
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.
Wealthsimple MCP Server 
Wealthsimple Model Context Protocol server to allow Claude Desktop, Cursor, OpenAI Agents SDK, and other MCP clients to query information about Wealthsimple.
It has limited capabilities (for now):
Tool | Description |
| Search Wealthsimple's ongoing and past promotions |
| Search Wealthsimple's Help Centre articles |
| Retrieve a specific Help Centre article |
| Get the current operational status of Wealthsimple |
| Get Wealthsimple TLDR newsletters and Magazine articles |
Usage
The MCP server can be run locally or hosted remotely on Cloudflare Workers. It supports server-sent events (SSE) transport.
Running locally
Run it locally with yarn start and connect at http://localhost:8787/sse.
For example, you can use the mcp-remote proxy by running the command npx mcp-remote http://localhost:8787/sse to connect to it through your MCP client.
Remote hosting
You can deploy to Cloudflare Workers with yarn deploy and connect over SSE at https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse.
Related MCP server: Wikipedia MCP Server
Connect Claude Desktop
To connect to your MCP server from Claude Desktop, follow Anthropic's Quickstart and within Claude Desktop go to Settings > Developer > Edit Config.
Update with this configuration:
{
"mcpServers": {
"calculator": {
"command": "npx",
"args": [
"mcp-remote",
"https://wealthsimple-mcp-server.INSERT-YOUR-ACCOUNT.workers.dev/sse" // or http://localhost:8787/sse
]
}
}
}Restart Claude and you should see the tools become available.
This server cannot be deployed
Maintenance
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