Wealthnow MCP server

351 read-only tools over one of the deepest institutional financial datasets available to AI agents: US stocks since 1926, over 1 billion implied-volatility surface points since 1996, 21.8M CDS observations and a 10.6M-company private-markets graph. The institutional data desk, inside your AI agent.

Data that usually takes a terminal contract and a stack of vendor subscriptions arrives through one connection, with OAuth sign-in in Claude, ChatGPT, Cursor, VS Code and Codex. Every answer is dated and sourced, and says when a dataset lags.

Wealthnow is a hosted Model Context Protocol server. Add one URL to your AI app, sign in to Wealthnow, and your agent can call financial data tools directly. Nothing to install or run.

Wealthnow provides data for research. It is not investment advice; see Disclosure.

Install

Every app below connects to the same URL, https://mcp.wealthnow.io/mcp, and signs you in to Wealthnow in the browser the first time you use it. No key is needed unless noted.

Quick install

Claude (claude.ai, Claude Desktop, Claude mobile)

Use the Add Wealthnow to Claude link, which opens Claude with the name and URL filled in for you to confirm. Or by hand:

1. In Claude, open Customize → Connectors, click Add, then choose Custom → Web (on some plans the button reads Add custom connector).

2. Enter the name Wealthnow and the URL https://mcp.wealthnow.io/mcp, then click Continue and Add.

3. Click Connect, sign in to Wealthnow, and click Connect on the Wealthnow page.

A connector you add on the web also appears in Claude Desktop and on mobile. On a Team or Enterprise plan, an Owner adds it under Organization settings → Connectors (or with this link), then members click Connect.

Claude Code

claude mcp add --transport http --scope user wealthnow https://mcp.wealthnow.io/mcp

Then run /mcp inside Claude Code, choose wealthnow, and sign in. Or install it as a plugin from this repository:

/plugin marketplace add Hlobo-dev/wealthnow-mcp
/plugin install wealthnow@wealthnow

ChatGPT

1. Open chatgpt.com/plugins on the web, click +, then Add custom MCP server.

2. Enter the name Wealthnow and the server URL https://mcp.wealthnow.io/mcp, and set authentication to OAuth.

3. Accept the risk notice, click Create as a plugin, install it, and sign in to Wealthnow when ChatGPT sends you there.

4. In a new chat, type @ and pick Wealthnow.

Custom MCP servers depend on your ChatGPT plan, and workspace admins may control them. If your account does not show Add custom MCP server, turn on Developer mode in ChatGPT's settings first. In the ChatGPT desktop app, you can also add it under Settings → MCP servers → Add server as a Streamable HTTP server; that list is shared with Codex (see Codex).

Cursor

Add Wealthnow to Cursor

The button opens Cursor with the server filled in (the same as the deeplink cursor://anysphere.cursor-deeplink/mcp/install?name=wealthnow&config=eyJ1cmwiOiJodHRwczovL21jcC53ZWFsdGhub3cuaW8vbWNwIn0=). Or add this to ~/.cursor/mcp.json:

{
  "mcpServers": {
    "wealthnow": { "url": "https://mcp.wealthnow.io/mcp" }
  }
}

VS Code

Install in VS Code · Install in VS Code Insiders

Or run code --add-mcp '{"name":"wealthnow","type":"http","url":"https://mcp.wealthnow.io/mcp"}' (code-insiders for Insiders), or add this to .vscode/mcp.json (or your user mcp.json):

{
  "servers": {
    "wealthnow": { "type": "http", "url": "https://mcp.wealthnow.io/mcp" }
  }
}

Windsurf (now Devin Desktop)

Run devin mcp add -s user wealthnow https://mcp.wealthnow.io/mcp, or add this to ~/.config/devin/mcp_config.json (macOS and Linux) or %APPDATA%\devin\mcp_config.json (Windows):

{
  "mcpServers": {
    "wealthnow": { "url": "https://mcp.wealthnow.io/mcp" }
  }
}

On older Windsurf releases the file is ~/.codeium/windsurf/mcp_config.json, and the same entry works (Windsurf also accepts "serverUrl" in place of "url").

Zed

Open Settings → AI → MCP Servers → Add Server → Add Remote Server, or add this to your settings (~/.config/zed/settings.json):

{
  "context_servers": {
    "wealthnow": { "url": "https://mcp.wealthnow.io/mcp" }
  }
}

Zed opens the Wealthnow sign-in the first time it connects.

Kiro

Add Wealthnow to Kiro

Kiro asks you to confirm, then adds the server to your user config. Or open Kiro: Open user MCP config (JSON) from the command palette and add:

{
  "mcpServers": {
    "wealthnow": { "url": "https://mcp.wealthnow.io/mcp", "disabled": false, "autoApprove": [] }
  }
}

Cline

Run cline mcp add wealthnow https://mcp.wealthnow.io/mcp --transport http, or open MCP Servers → Configure and add this to cline_mcp_settings.json (the type is required; without it Cline uses the older SSE transport):

{
  "mcpServers": {
    "wealthnow": { "type": "streamableHttp", "url": "https://mcp.wealthnow.io/mcp" }
  }
}

Goose

Open this link to install it in Goose Desktop (GitHub does not make app links clickable, so paste it into your browser's address bar):

goose://extension?url=https%3A%2F%2Fmcp.wealthnow.io%2Fmcp&type=streamable_http&id=wealthnow&name=Wealthnow&description=Wealthnow%20market%20data

Or add this to ~/.config/goose/config.yaml:

extensions:
  wealthnow:
    type: streamable_http
    name: Wealthnow
    enabled: true
    uri: https://mcp.wealthnow.io/mcp
    timeout: 300

LM Studio

LM Studio 0.3.17 or later. Paste this link into your browser's address bar to open LM Studio with the server filled in:

lmstudio://add_mcp?name=wealthnow&config=eyJ1cmwiOiJodHRwczovL21jcC53ZWFsdGhub3cuaW8vbWNwIn0%3D

Or open the Program tab in the right sidebar, click Install → Edit mcp.json, and add the entry below. LM Studio's documentation shows remote servers with a header rather than a browser sign-in, so if it does not open the Wealthnow sign-in, use the API key form:

{
  "mcpServers": {
    "wealthnow": {
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "X-API-Key": "YOUR_WEALTHNOW_API_KEY" }
    }
  }
}

Gemini CLI

Install Wealthnow as a Gemini CLI extension from this repository:

gemini extensions install https://github.com/Hlobo-dev/wealthnow-mcp

Or add just the server:

gemini mcp add --scope user --transport http wealthnow https://mcp.wealthnow.io/mcp

Then run /mcp auth wealthnow inside Gemini CLI to sign in. --scope user saves it in ~/.gemini/settings.json rather than the current project. By hand, the entry is "wealthnow": { "httpUrl": "https://mcp.wealthnow.io/mcp" } under mcpServers (httpUrl, not url, which means SSE).

Codex

codex mcp add wealthnow --url https://mcp.wealthnow.io/mcp
codex mcp login wealthnow

Or add this to ~/.codex/config.toml:

[mcp_servers.wealthnow]
url = "https://mcp.wealthnow.io/mcp"

The Codex CLI, the Codex IDE extension and the ChatGPT desktop app share this configuration, so adding it once makes Wealthnow available in all three. In the IDE extension or desktop app, click Authenticate next to wealthnow to sign in.

Other MCP apps

Most apps that support remote MCP servers with OAuth take https://mcp.wealthnow.io/mcp as a remote (Streamable HTTP) server, register themselves and run the sign-in. Full sign-in has been tested end to end in Claude, ChatGPT, Grok, Cursor and Perplexity; on 2026-09-28, 70 of 72 client variants reached the Wealthnow sign-in page. OpenCode cannot finish sign-in yet because of a bug in OpenCode (opencode#50510); connect it with an API key.

With an API key

If your app cannot sign in, or you are calling from a script, get a key from the Wealthnow dashboard and send it in the X-API-Key header. Keys start with wn_; older keys keep working. Keep the key in user-level settings, never in a project file that may be committed.

{
  "mcpServers": {
    "wealthnow": {
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "X-API-Key": "YOUR_WEALTHNOW_API_KEY" }
    }
  }
}

The same headers object works in VS Code (with "type": "http"), Windsurf / Devin Desktop (with url), Cline, Goose and Gemini CLI (-H "X-API-Key: ..."). Zed skips sign-in when an Authorization header is set, so use "Authorization": "Bearer YOUR_WEALTHNOW_API_KEY" there. For Codex, set bearer_token_env_var = "WEALTHNOW_API_KEY" under [mcp_servers.wealthnow] in ~/.codex/config.toml.

VS Code can prompt for the key once and store it securely:

{
  "inputs": [
    { "type": "promptString", "id": "wealthnow-key", "description": "Wealthnow API key", "password": true }
  ],
  "servers": {
    "wealthnow": {
      "type": "http",
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "X-API-Key": "${input:wealthnow-key}" }
    }
  }
}

OpenCode (~/.config/opencode/opencode.json; the key comes from an environment variable):

{
  "mcp": {
    "wealthnow": {
      "type": "remote",
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "X-API-Key": "{env:WEALTHNOW_API_KEY}" },
      "oauth": false
    }
  }
}

If your app only runs local servers, bridge to the remote one with mcp-remote:

{
  "mcpServers": {
    "wealthnow": {
      "command": "npx",
      "args": ["-y", "mcp-remote@0.14.2", "https://mcp.wealthnow.io/mcp",
               "--header", "X-API-Key:${WEALTHNOW_API_KEY}"],
      "env": { "WEALTHNOW_API_KEY": "YOUR_WEALTHNOW_API_KEY" }
    }
  }
}

Related MCP server: financial-datasets

Tools

• 40 default tools on every plan. Your agent's tool list holds 40 tools, including account_status, search_tools and call_tool; the list is the same size on Free and on paid plans.

• The full catalog is one call away: search_tools finds any tool by topic, and call_tool runs one that is not in the list. Your agent can call any tool your plan includes, listed or not.

• Every tool, with its schema, is in the server card. To list them all in your app, connect to https://mcp.wealthnow.io/mcp?catalog=full.

Market data tools are read-only; nothing places orders or moves money.

What you get

Equities and prices

• US stock history since 1926: daily and monthly returns, prices, shares outstanding, distributions and delistings, so studies are survivorship-bias-free.

• Daily bars for about 12,500 US tickers since 2003, with total returns and the full dividend and split history.

• 325M+ captured intraday minute bars with extended hours, plus 60-second microstructure windows (VWAP, block trades, buy/sell imbalance).

• A security master joining ticker, CUSIP, ISIN, SEDOL and CIK with dated identifier history.

Credit and fixed income

• 21.8M daily CDS observations since 2005: 5Y single-name par spreads and implied default probabilities across 5,517 reference entities, through end-2025.

• FINRA TRACE corporate bond trades since 2002: price, yield, volume and side, matched from the equity ticker.

• Credit index composites for North America, Europe and Asia.

• 15.8M credit rating actions, with history for some issuers back to the 1920s.

• 396k syndicated loan facilities since 1981, with pricing, 2.1M lender shares and 68k financial covenants.

Options and volatility

• Over 1 billion implied-vol surface points since 1996: standardized surfaces across maturities and deltas for skew and term-structure research.

• Option volume and open interest since 2000, and 92.6M option-implied borrow rates since 2010.

• 18M dealer greek-exposure records: gamma in aggregate, by strike and over time, plus market, sector and ETF options tide.

• Live option chains with full greeks, IV and OI, replayable chains on 5,000+ underlyings, unusual flow, IV rank and VIX since 1990.

Fundamentals without look-ahead

• 10.2M point-in-time statement versions since 1986: each quarter as first reported, as it stood on any date, with every restatement traced line by line.

• Quarterly financials since 1961 and annual since 1950, segment data since 1976 and principal customers.

• About 75 ratios per stock per month since 1970, plus 100+ current metrics and a multi-filter screener.

• As-filed XBRL history and filings read live from SEC EDGAR, with structured extracts.

Estimates, events and text

• 35M analyst-level estimates since 1980, broker by broker, plus consensus since 1976, daily consensus since 1978 and EPS surprises since 1965.

• 7.5M price targets, 3.3M recommendations since 1992 and 2M management guidance records, compared with consensus at the time.

• Crowd-sourced estimates since 2010 alongside the street.

• 41.9M corporate events since 1990: M&A, guidance changes, buybacks, executive changes, activism, offerings, index changes and 100+ more types.

• 1.75M transcripts of 530k events across 21,628 companies since 2002, with full text and 25M speaker turns from 2020.

• 283M scored news events since 2000, aggregated to daily company sentiment, plus a live newswire.

Ownership, insiders and the short side

• 124M 13F holding records since 1980, every holder quarter over quarter.

• 460M mutual fund holding records since 2002 and ETF holdings with inverse lookup.

• 32M insider transaction records since 1983, split into 10b5-1 plan and discretionary trades, with Form 144 intent-to-sell notices.

• 61M daily securities-lending records since 2002, short interest since 2006, 52M short-volume records since 2009 and dark-pool prints.

• Congressional trades, lobbying filings and federal contract awards.

Governance, ESG and alternative data

• 1.2M board profiles, 871k directors and 5M director interlock links.

• Executive pay since 1992; audit fees, restatements and auditor changes since 2000; forensic accounting flags.

• ESG ratings since 2007 with pillar, theme and key-issue scores.

• 6M+ supply-chain relationships and 40M geographic revenue records since 2003.

• WARN layoff notices since 1989 and monthly headcount, hiring and attrition.

Private markets

• 355M records covering 10.6M companies, 3M deals and funding rounds, 4.9M people, 645k investors and funds and 100k+ limited partners.

• Fund performance (IRR, DPI, TVPI, RVPI), round syndicates, comparables, 22M news items and model valuation marks that refuse to guess when coverage is thin.

Quant research

• About 460 firm characteristics back to 1926, including the 102 published anomaly characteristics, factor returns since 1926 and rolling factor betas since 1966.

• 47 research datasets readable directly, and model-ready feature panels with measured coverage and freshness.

• Deflated Sharpe Ratio and CPCV checks, TWAP and VWAP scenarios, uncertainty-discounted Kelly sizing and a DCF scenario simulator.

Macro, futures, FX and crypto

• 68 U.S. economic series as first released, S&P 500 CAPE since 1871 and leading indicators for 22 economies.

• Rates: the Treasury curve across all 11 tenors, auction results, Fed holdings and primary-dealer positioning since 2013.

• Futures: 28 CME, CBOT, NYMEX and COMEX products, term structures and CFTC Commitments of Traders across 892 contracts since 2006. Ship traffic through 24 maritime chokepoints since 2019.

• About 17,000 crypto coins with cross-venue funding, open interest, basis, BTC and ETH vol surfaces, DEX pools and on-chain flows. Live FX rates.

Plans and sign-in

• Free plan: 1,000 credits a month, 30 requests a minute, no card. It covers prices, fundamentals and SEC filings and stops at its grant, so it never bills you. Deep history, credit, private markets, options and transcripts are on paid plans (pricing).

• Failed calls are free, and account_status and search_tools never spend credits.

• Finding tools: search_tools finds any of the 351 tools by topic, and call_tool runs any tool your plan includes.

• Get a free account.

Try asking your agent:

• "Using Wealthnow, is the bond market more worried about Boeing than the stock market is?"

• "Using Wealthnow, which members of Congress traded NVDA this year, and what did insiders do?"

• "Using Wealthnow, what did NVDA's options chain look like the day before its last earnings?"

Try it

Once connected, ask your agent:

Using Wealthnow, what's the latest quote for AAPL?

Or call it directly with an API key:

curl -s -X POST https://mcp.wealthnow.io/mcp \
  -H 'Content-Type: application/json' \
  -H 'Accept: application/json, text/event-stream' \
  -H "X-API-Key: $WEALTHNOW_API_KEY" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call",
       "params":{"name":"fundamentals_price_snapshot","arguments":{"ticker":"AAPL"}}}'

More in examples/: a quickstart, Python and TypeScript.

SDKs

Clients for the REST API, with every operation callable by the same name the MCP server uses for the tool:

pip install wealthnow   # Python, see sdks/python
npm i wealthnow         # TypeScript / JavaScript, see sdks/typescript

Discovery

• MCP server card: https://mcp.wealthnow.io/.well-known/mcp/server-card.json

• OAuth protected resource metadata: https://mcp.wealthnow.io/.well-known/oauth-protected-resource

• REST API (OpenAPI 3.1): https://firm.wealthnow.io/api/openapi.json

• MCP Registry entry: io.wealthnow/mcp, published from server.json on every release tag

Links

• Product: https://wealthnow.io/api

• Docs: https://app.wealthnow.io/docs/mcp-and-sdks

• Sign up: https://app.wealthnow.io/auth/sign-up

• Pricing: https://app.wealthnow.io/docs/pricing-and-credits

• Privacy: https://wealthnow.io/privacy

• Terms: https://wealthnow.io/terms

• Support: hello@wealthnow.io

• Security: see SECURITY.md

License

The examples, SDKs and listing files in this repository are MIT licensed; see LICENSE. The Wealthnow API and MCP server are a commercial service covered by the Wealthnow terms; the MIT license does not grant access to them.

Disclosure

Wealthnow is not a broker-dealer or a registered investment adviser. Wealthnow provides data for research and education only. Nothing it returns is investment, tax or legal advice, or a recommendation to buy or sell any security. Data can be delayed, incomplete or wrong; verify it before you rely on it.