AI assistants answer market questions from training data unless you give them a live source. The Wealthnow MCP server is a hosted remote server that gives Claude, ChatGPT, Cursor, VS Code and Codex read-only tools for quotes, fundamentals, SEC filings, congressional trades, 13F and insider data. Here is the setup for each client, in about a minute.
What do I need?
A Wealthnow account (the Free plan works) and the server URL:
https://mcp.wealthnow.io/mcpThe server uses Streamable HTTP. Clients that support MCP OAuth sign in through the browser, so there is no API key to paste. Anything else can send a wn_ key in the X-API-Key header.
How do I add it to Claude?
Claude (web, Desktop and mobile): open Settings, then Connectors, choose Add custom connector, paste the server URL, then Connect and sign in to Wealthnow.
Claude Code:
claude mcp add --transport http wealthnow https://mcp.wealthnow.io/mcpThen run /mcp and choose Authenticate.
How do I add it to ChatGPT?
Open Settings, then Apps, then Advanced settings, and turn on Developer mode. Choose Create, paste the server URL, select OAuth and sign in.
How do I add it to Cursor, VS Code or Codex?
Cursor: Add to Cursor (opens Cursor and asks you to confirm), then sign in when prompted.
VS Code: Add to VS Code, then sign in when prompted.
Codex:
codex mcp add wealthnow --url https://mcp.wealthnow.io/mcp
codex mcp login wealthnowHeadless or CI: send a key instead of signing in:
claude mcp add --transport http wealthnow https://mcp.wealthnow.io/mcp \
--header "X-API-Key: wn_YOUR_KEY"What can I ask once it is connected?
- "Using Wealthnow, what is NVDA trading at right now, and when was the last trade?"
- "Using Wealthnow, summarize Apple's latest 10-Q and compare margins with the prior year."
- "Using Wealthnow, which members of Congress disclosed trades in NVDA this year?"
- "Using Wealthnow, which funds added Microsoft last quarter?"
Tools outside your plan return a plan_required error naming the plan that unlocks them, rather than failing silently. Two helpers are free to call: account_status (plan, remaining credits) and search_tools (find tools by topic).
Is it safe to connect?
Every tool carries the MCP annotation readOnlyHint: true: no tool places orders, moves money or changes your account. OAuth sign-in uses OAuth 2.1 with PKCE, and each connected client gets its own revocable credential. Full details are on the MCP server page.
Frequently asked
Is the Wealthnow MCP server free?
There is a Free plan with 1,000 credits a month at 30 requests per minute, covering market data, fundamentals and public filings. Congressional, 13F and insider data start on Starter.
Does it work in the Claude mobile app?
A custom connector you add in Claude on the web is also available in the Claude mobile apps.
Do MCP calls cost more than REST calls?
No. Tool calls use the same credit costs and plan access as the REST API.
Can it see my brokerage account?
No. The MCP server is market and company data only. To have Wealthnow work with your own positions, connect a brokerage in the Wealthnow app.
