$ loading_
Access read-only portfolio, cash-flow, and dividend insights from wealthAPI.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "eu.wealthapi/mcp-server" MCP server from askskill: Run: claude mcp add 'eu-wealthapi-mcp-server' -- npx -y @wealth_api/mcp-server
Use the wealthAPI MCP to read my portfolio data and summarize the current holdings structure and overall performance in bullet points.
A concise summary of portfolio data with holdings and performance insights.
Use the wealthAPI MCP to analyze recent cash-flow records and identify the main inflow and outflow items.
A cash-flow overview including major inflows, outflows, and brief explanations.
Use the wealthAPI MCP to extract dividend-related data and summarize dividend sources and recent trends.
A dividend income summary with sources and trend observations.
Analysts or office workers can connect this MCP tool to an AI assistant for read-only access to portfolio, cash-flow, and dividend data in wealthAPI. This helps them get structured financial insights faster.
When users need a quick view of an account, they can ask AI to generate a concise overview based on wealthAPI data. It is suitable for reviewing holdings, money movement, and dividend activity.
It is a read-only MCP server for wealthAPI that lets AI assistants access portfolio, cash-flow, and dividend insights.
Based on the description, it is a read-only server, which means it is intended for reading and analyzing data rather than writing or modifying it.
The provided material does not include installation steps, runtime requirements, or key setup details; for exact configuration, see the source repository.
Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Access stock quotes, historical data, and technical indicators through MCP.
Securely connect AI to Webull market data, analysis, and trading actions.
Access company financial reports and analyze data through AlphaVantage MCP tools.
Access real-time stock quotes, finance news, and market movers securely.
Fetch public company financial statements for analysis without an API key.