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Query Wealthsimple promotions, help articles, service status, and news via MCP.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "Wealthsimple MCP Server" yet — see the docs or source repo.
Use the Wealthsimple MCP tool to query current promotions and summarize them in a list with name, eligibility, and deadline.
A current promotions list including campaign names, eligibility, and end dates.
Use the Wealthsimple MCP tool to search help centre articles about account transfer fees and extract the key rules and caveats.
A summary of relevant help articles covering fee rules, scope, and important caveats.
Use the Wealthsimple MCP tool to check the current service status and latest news, and briefly explain any active issues.
A status overview and recent news summary, highlighting affected services if any incidents exist.
Access and manage Banktivity finances, transactions, and budgets with natural language.
Access stock quotes, historical data, and technical indicators through MCP.
Access real-time stock quotes, finance news, and market movers securely.
Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Retrieve annuity client data, calculate payouts, and generate analysis reports.
Find and compare MCP servers for AI finance agent workflows.