Support

Write to us, read the docs, or connect Wealthnow to your AI assistant. A person reads every message, and we usually reply within one business day.

Email ushello@wealthnow.ioAccount, billing, data and connection questions. Include the email you sign in with.Read the docsapp.wealthnow.io/docsQuickstart, the API reference, pricing and credits, and how to connect AI agents.
Report a security issuesecurity@wealthnow.ioSee our disclosure policy for what is in scope.

Connect Wealthnow to your AI assistant

Wealthnow runs a hosted Model Context Protocol (MCP) server. Add it once, sign in with your Wealthnow account, and your assistant can look up market and research data for you. There is no API key to paste. Every tool only reads data: it cannot place orders, move money or change your account.

Server URL https://mcp.wealthnow.io/mcp

Server URL

https://mcp.wealthnow.io/mcp

Steps by assistant

ClaudeChatGPTCursorVS Code

Claude

  1. In Claude on the web or desktop, open Customize, then Connectors.
  2. Select + Add, then Add custom connector.
  3. Name it Wealthnow, paste the server URL and select Continue. Keep the sign-in settings Claude detects, then select Add.
  4. Select Connect and sign in to Wealthnow.

Free Claude plans can add one custom connector. On Team and Enterprise plans, an owner adds it first under Organization settings, then Connectors.

ChatGPT

  1. In ChatGPT on the web, open Plugins, select the + button, then Add custom MCP server.
  2. Name it Wealthnow and paste the server URL under Connection.
  3. Choose OAuth for authentication, accept the notice, then select Create as a plugin.
  4. Sign in to Wealthnow when asked. In a new chat, type @ and pick Wealthnow.

Custom MCP servers work in ChatGPT on the web only, and which plans offer them can change. In a Business or Enterprise workspace, an admin may need to allow them first.

Cursor

  1. Open the Add to Cursor link below, or add Wealthnow to ~/.cursor/mcp.json:
    { "mcpServers": { "wealthnow": { "url": "https://mcp.wealthnow.io/mcp" } } }
  2. When Cursor asks you to sign in, approve the connection in your browser.
  3. Ask a question in chat. Cursor asks before it runs each tool, unless you allow it.
Add to Cursor

VS Code

  1. Open the Command Palette and run MCP: Add Server, or use the Install in VS Code link below.
  2. Choose HTTP, paste the server URL and name it wealthnow.
  3. Trust and start the server, then sign in to Wealthnow when VS Code asks.
  4. In Copilot Chat, open Configure Tools to see the Wealthnow tools.
Install in VS Code

Other MCP clients work with the same URL. The MCP and SDK guide covers Claude Code, the full tool catalogue and API key sign-in.

Disconnect an assistant

Remove Wealthnow in the assistant’s own settings. To end its sign-in on our side as well, open your Wealthnow dashboard, go to Overview, then Connected agents, and select Disconnect. Our Privacy Policy explains what these connections share.

Common questions

The FAQ covers brokers, custody, pricing and security. For sales, partnerships or press, use the contact form.

No. Your funds and securities remain at the brokerage you connect. Wealthnow reads positions and routes the trades you authorise at supported brokers, but the brokerage holds the assets and executes the orders.

Other ways to reach us

Sales and partnerships
Use the contact form, or write to hello@wealthnow.io.
Security reports
Write to security@wealthnow.io. See the disclosure policy.

Not sure where to start?

A person reads every message, and we usually reply within one business day.

Contact our teamRead the docs