wealthy

Wealthy MCP Server provides a set of trading-oriented queries and actions that integrate with MCP clients like Claude or Cursor. The server exposes capabilities such as retrieving margin details, current prices, holdings, open positions, and order books, as well as placing orders, managing watchlists, and getting research or trade ideas. You can interact with these queries through your MCP client in natural language, for example asking for the price of a stock, listing your holdings, or creating a watchlist. The server is designed to be deployed as a standalone binary that clients connect to using their respective configuration files, and it supports a simple set of commands that map to market data, account data, and trading actions.

Prerequisites:

• A Wealthy trading account
• MCP clients: Claude or Cursor
• A supported environment (see options below)

Option A: Install from Source (Go)

1. Ensure Go 1.23 or later is installed on your system.
2. Build and install the MCP server:

go install github.com/wealthy/wealthy-mcp/cmd/wealthy-mcp@latest

3. The binary will be available in your Go binary path. You can run it directly or move it to a directory in your PATH.

Option B: Download Pre-built Artifacts

1. Visit the releases page to download the latest pre-built binary for your platform: https://github.com/wealthy/wealthy-mcp/releases
2. Extract the downloaded archive and place the executable in a directory that's in your system PATH.
3. On macOS, you may need to adjust permissions:

chmod +x wealthy-mcp-macos-arm64-<version>
xattr -d com.apple.quarantine wealthy-mcp-macos-arm64-<version>

4. Run the binary or reference its path in your MCP client configuration as the command to start the server.

Notes:

• The MCP server is started simply by executing the binary; you can later point your MCP clients to this binary with the appropriate config files described in the MCP configuration section.

Tips and common issues:

• Use the correct path to the downloaded/installed binary in your MCP client config files (.cursor/mcp.json for Cursor, claude_desktop_config.json for Claude).
• If your MCP client supports a custom port, include the port in the args array, for example: { "args": ["addr=localhost:8006"] }.
• Ensure you have network access from your MCP client to the host running the wealthy-mcp binary and that any firewalls allow the connection.
• The README provides the available query types; use them to interact with your trading account and market data through natural language or your client’s UI.
• Keep your trading credentials secure and do not expose the binary’s configuration to untrusted environments.