Wealthsimple Help Center MCP
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| DD_ENV | No | Environment tag. | |
| DD_SITE | No | Datadog site. | datadoghq.com |
| DD_API_KEY | No | Datadog API key. | |
| DD_SERVICE | No | Service name shown in Datadog. | wealthsimple-help-center-mcp |
| DD_VERSION | No | Version tag for deployments. | server version |
| DD_LLMOBS_ML_APP | No | Logical app name in LLM Obs. | wealthsimple-help-center-mcp |
| DD_LLMOBS_ENABLED | No | Set to 'true' to enable LLM Observability spans. | false |
| WEALTHSIMPLE_HELP_LOCALE | No | Locale for category / section / article queries. Set to 'fr' for French. | en-ca |
| DD_RUNTIME_METRICS_ENABLED | No | Set to 'false' to disable Node runtime metrics. | true |
| WEALTHSIMPLE_HELP_BASE_URL | No | Base URL for the Zendesk Help Center API. | https://help.wealthsimple.com/api/v2/help_center |
| DD_LLMOBS_AGENTLESS_ENABLED | No | Send LLM Obs spans directly to Datadog. | false |
| WEALTHSIMPLE_HELP_TIMEOUT_MS | No | Per-request timeout in ms. | 15000 |
| WEALTHSIMPLE_HELP_USER_AGENT | No | User-Agent header sent to the help center. | wealthsimple-help-center-mcp/0.1 (+https://github.com/tatianathevisionary/wealthsimple-mcp; unaffiliated community project) |
| WEALTHSIMPLE_HELP_CACHE_TTL_MS | No | Response cache TTL in ms. | 1800000 |
| WEALTHSIMPLE_HELP_TELEMETRY_ENABLED | No | Set to 'true' to initialize dd-trace. | |
| WEALTHSIMPLE_HELP_TELEMETRY_REDACT_IO | No | Skip annotating inputData / outputData on tool spans. | false |
| WEALTHSIMPLE_HELP_TELEMETRY_REDACT_URLS | No | Strip query strings from the http.url tag on Zendesk request spans. | false |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| search_help_centerA | Full-text search across every public Wealthsimple Help Center article. Returns a ranked list of articles with titles, URLs, snippets, labels, and section IDs. Use this whenever the user asks anything about Wealthsimple products (Trade, Invest, Cash, Crypto, Tax, registered accounts like TFSA / RRSP / FHSA, transfers, deposits, etc.) — the help center is the canonical source of truth. |
| list_categoriesA | List the top-level categories (Get Started, Move Money, Investing, Spending, File Taxes, Your Profile) of the Wealthsimple Help Center. Useful as the entry point for taxonomy-driven exploration before drilling into sections and articles. |
| list_sectionsA | List sections, optionally filtered to one category. Sections group related articles (e.g. "TFSA", "Crypto deposits"). Pass a |
| list_articlesA | Return article summaries (no body) inside a single section. Use after |
| get_articleA | Fetch the full content of one article. By default returns a clean Markdown rendering of the article body (HTML stripped, links and headings preserved). Pass |
| resolve_help_urlA | Given a public help.wealthsimple.com article URL (e.g. https://help.wealthsimple.com/hc/en-ca/articles/4404053510299-Open-a-TFSA), fetch and return the full article. Useful for following citations or links the user has pasted. |
| browse_taxonomyA | Return a hierarchical map of the entire help center: every category → its sections → its article titles and IDs (no bodies). Use this to give an agent a holistic picture of what the help center covers, as a precursor to targeted retrieval. Result can be large (~hundreds of articles) — prefer search_help_center for narrow queries. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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