Wealthnow

Market data, fundamentals, SEC filings, insider, 13F and congressional trades, and private markets for AI agents, with OAuth sign-in.

GitHubTry this MCPSponsored

Hosted MCP Server

npx add-mcp 'https://mcp.wealthnow.io/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

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.

Default list: your agent first sees account_status and up to 12 starter tools.
Full catalogue: connect to https://mcp.wealthnow.io/mcp?catalog=full to list every public tool. The same list is in the server card.
Plans: your agent can call any tool your plan includes, whether or not it is listed. The Free plan covers market data, fundamentals and SEC filings.

Data and structured signals, not investment advice.

Connect

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

Add Wealthnow to Claude

To add it by hand instead:

In Claude, open Settings → Connectors → Add custom connector.
Enter the name Wealthnow and the URL https://mcp.wealthnow.io/mcp.
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

Open ChatGPT on the web and go to Settings → Apps. Some accounts label this Apps & Connectors or Connectors.
Open Advanced settings and turn on Developer mode.
Back on Apps, click Create.
Enter the URL https://mcp.wealthnow.io/mcp and choose OAuth.
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.

Full sign-in tested end to end (sign in, back in the app, tools listed): Claude, ChatGPT, Grok, Cursor and Perplexity.
Checked to reach the Wealthnow sign-in page: VS Code, Zed, GitHub Copilot CLI, Warp, Devin, Cline, Kiro, Amp, LM Studio, Postman, Slack and Figma. The steps after sign-in are the same as for the apps above.

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

Goose: it identifies itself with a client metadata document we do not trust yet.
Gemini CLI 0.60 and later: it requires an iss parameter on the sign-in response.

Keep the key in your user-level settings, never in a project file that may be committed to a repository.

VS Code (.vscode/mcp.json): VS Code prompts for the key once and stores 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}" }
    }
  }
}

Gemini CLI (-s user saves it in ~/.gemini/settings.json; without it the key is written into the current project's .gemini/settings.json):

gemini mcp add -s user --transport http wealthnow https://mcp.wealthnow.io/mcp -H "X-API-Key: YOUR_WEALTHNOW_API_KEY"

Goose (~/.config/goose/config.yaml):

extensions:
  wealthnow:
    type: streamable_http
    name: wealthnow
    enabled: true
    uri: https://mcp.wealthnow.io/mcp
    headers:
      X-API-Key: YOUR_WEALTHNOW_API_KEY
    timeout: 300

VS Code and Zed sign in on their own; a key also works, for example on a machine without a browser.

Zed (your user settings, ~/.config/zed/settings.json): Zed skips sign-in when an Authorization header is set, and the server accepts the key as a bearer token.

{
  "context_servers": {
    "wealthnow": {
      "url": "https://mcp.wealthnow.io/mcp",
      "headers": { "Authorization": "Bearer YOUR_WEALTHNOW_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_WEALTHNOW_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:${WEALTHNOW_API_KEY}"],
      "env": { "WEALTHNOW_API_KEY": "YOUR_WEALTHNOW_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: $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.

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

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.