Skip to main content
Glama
tatianathevisionary

Wealthsimple Help Center MCP

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
DD_ENVNoEnvironment tag.
DD_SITENoDatadog site.datadoghq.com
DD_API_KEYNoDatadog API key.
DD_SERVICENoService name shown in Datadog.wealthsimple-help-center-mcp
DD_VERSIONNoVersion tag for deployments.server version
DD_LLMOBS_ML_APPNoLogical app name in LLM Obs.wealthsimple-help-center-mcp
DD_LLMOBS_ENABLEDNoSet to 'true' to enable LLM Observability spans.false
WEALTHSIMPLE_HELP_LOCALENoLocale for category / section / article queries. Set to 'fr' for French.en-ca
DD_RUNTIME_METRICS_ENABLEDNoSet to 'false' to disable Node runtime metrics.true
WEALTHSIMPLE_HELP_BASE_URLNoBase URL for the Zendesk Help Center API.https://help.wealthsimple.com/api/v2/help_center
DD_LLMOBS_AGENTLESS_ENABLEDNoSend LLM Obs spans directly to Datadog.false
WEALTHSIMPLE_HELP_TIMEOUT_MSNoPer-request timeout in ms.15000
WEALTHSIMPLE_HELP_USER_AGENTNoUser-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_MSNoResponse cache TTL in ms.1800000
WEALTHSIMPLE_HELP_TELEMETRY_ENABLEDNoSet to 'true' to initialize dd-trace.
WEALTHSIMPLE_HELP_TELEMETRY_REDACT_IONoSkip annotating inputData / outputData on tool spans.false
WEALTHSIMPLE_HELP_TELEMETRY_REDACT_URLSNoStrip query strings from the http.url tag on Zendesk request spans.false

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
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 category_id from list_categories to scope.

list_articlesA

Return article summaries (no body) inside a single section. Use after list_sections to discover specific articles, then call get_article for full content.

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 format: "html" for the raw HTML if needed.

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

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/tatianathevisionary/wealthsimple-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server