Wealthnow MCP server

Market data, fundamentals, SEC filings, insider, 13F and congressional trades, and private markets for AI agents.

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.

Endpoint	https://mcp.wealthnow.io/mcp
Transport	Streamable HTTP
Sign-in	OAuth 2.1. Your AI app opens Wealthnow's sign-in page and returns you connected, with no key to copy.
API key	Optional, for scripts and apps without OAuth: send it in the X-API-Key header.
Registry	io.wealthnow/mcp in the official MCP Registry
Free plan	1,000 credits a month, no card needed. Connecting from an AI app starts it for you.

Every tool is read-only. Which tools you see depends on your plan:

• Free: market data, fundamentals and SEC filings.
• Paid plans: the full catalogue, which is listed in the server card.

Data and structured signals, not investment advice.

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Connect

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

Add Wealthnow to Claude

To add it by hand instead:

1. In Claude, open Settings → Connectors → Add custom connector.
2. Enter the name Wealthnow and the URL https://mcp.wealthnow.io/mcp.
3. Click Connect, sign in to Wealthnow, then click Connect on the Wealthnow page.

A connector you add on the web also appears in Claude Desktop and on mobile.

Claude Code

claude mcp add --transport http 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 on the web and go to Settings → Apps. Some accounts label this Apps & Connectors or Connectors.
2. Open Advanced settings and turn on Developer mode.
3. Back on Apps, click Create.
4. Enter the URL https://mcp.wealthnow.io/mcp and choose OAuth.
5. Sign in to Wealthnow when ChatGPT sends you there.

Cursor

Add Wealthnow to Cursor

Or add this to ~/.cursor/mcp.json:

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

The first time you use it, Cursor asks you to sign in to Wealthnow.

Other MCP apps

In most apps that support remote MCP servers with OAuth, you add https://mcp.wealthnow.io/mcp as a remote (Streamable HTTP) server, and the app registers itself and runs the sign-in. We have checked this with:

• Grok, Perplexity and Devin
• Cline, Kiro, Amp and LM Studio
• Warp's terminal, Postman, Slack and Figma

Not working yet. Sign-in from these apps is still being enabled on our side. Until then, connect them with an API key:

• VS Code, Zed, GitHub Copilot CLI and Goose: they identify themselves with a client metadata document.
• Gemini CLI 0.60 and later: it requires an iss parameter on the sign-in response.

Zed skips sign-in when you set the Authorization: Bearer YOUR_TENGU_API_KEY header; the server accepts the key there as well as in X-API-Key.

With an API key

Get a key from the Wealthnow dashboard and send it in the X-API-Key header. This works in any client that lets you set headers:

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

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:${TENGU_API_KEY}"],
      "env": { "TENGU_API_KEY": "YOUR_TENGU_API_KEY" }
    }
  }
}

---

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: $TENGU_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.

What it covers

• Real-time and historical prices for stocks and crypto
• Fundamentals: income statement, balance sheet, cash flow, metrics, screener and peers
• SEC filings: 10-K, 10-Q, 8-K and structured extracts
• Insider trades (Form 4), institutional holdings (13F) and congressional trades
• News and sentiment, macro, rates, FX and commodities
• Options flow, alternative data and private markets (companies, deals, investors)

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

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://wealthnow.io/pricing
• Privacy: https://wealthnow.io/privacy
• Terms: https://wealthnow.io/terms
• Support: hello@wealthnow.io

License

The examples and listing files in this repository are MIT licensed; see LICENSE. The Wealthnow service is covered by its terms. "Wealthnow" is a mark of Tengu LLC.