Wealthnow

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](https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Wealthnow&connectorUrl=https%3A%2F%2Fmcp.wealthnow.io%2Fmcp) 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](https://cursor.com/install-mcp?name=wealthnow&config=eyJ1cmwiOiJodHRwczovL21jcC53ZWFsdGhub3cuaW8vbWNwIn0%3D)

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](https://vscode.dev/redirect/mcp/install?name=wealthnow&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.wealthnow.io%2Fmcp%22%7D) · [Install in VS Code Insiders](https://insiders.vscode.dev/redirect/mcp/install?name=wealthnow&config=%7B%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fmcp.wealthnow.io%2Fmcp%22%7D&quality=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](https://kiro.dev/launch/mcp/add?name=wealthnow&config=%7B%22url%22%3A%22https%3A%2F%2Fmcp.wealthnow.io%2Fmcp%22%2C%22disabled%22%3Afalse%2C%22autoApprove%22%3A%5B%5D%7D)

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, whic