eu.wealthapi/mcp-server
Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.
MCP server · by wealthapi.eu
About
eu.wealthapi/mcp-server is an MCP server published by wealthapi.eu. Marketplaces we read that list it: 1 (Official MCP Registry). We first saw it on 2026-10-11 and have recorded no change since. As of our marketplace pass on 2026-10-13.
What it asks for
- Runs on your machine
- Secrets: 1
- Settings: 2
Requires: BEARER_TOKEN (secret)
What it declares, asks for and runs, in full
Only install plugins from developers you trust. We list what marketplaces publish and do not test plugins.
Package
npm @wealth_api/mcp-server (@wealth_api/mcp-server on npm)
- npm downloads/week: 26 (2026-10-12)
- npm downloads/month: 146 (2026-10-12)
- Latest version on npm: 0.1.0, published 2026-07-16
- Declared version 0.1.0 is not listed on npm
npm facts come from the public npm registry (registry.npmjs.org, api.npmjs.org). Each figure is the registry's own and is never added to another. A registry that publishes no figure shows none: no number is not zero.
Works with
- Claude Code
- Codex
- Cursor
- VS Code
- Copilot CLI
From the marketplaces that list it and the MCP transport it declares, as each client documents them. We do not test plugins.
Connect
Commands and configs built only from what its marketplaces declare. We do not run them for you and do not test plugins.
As a local MCP server: npm package
Built from what Official MCP Registry declares.
claude mcp add --env "BEARER_TOKEN=<YOUR_BEARER_TOKEN>" --transport stdio eu-wealthapi-mcp-server -- npx -y @wealth_api/mcp-server
[mcp_servers.eu-wealthapi-mcp-server]
command = "npx"
args = ["-y", "@wealth_api/mcp-server"]
[mcp_servers.eu-wealthapi-mcp-server.env]
BEARER_TOKEN = "<YOUR_BEARER_TOKEN>"
{
"mcpServers": {
"eu-wealthapi-mcp-server": {
"command": "npx",
"args": [
"-y",
"@wealth_api/mcp-server"
],
"env": {
"BEARER_TOKEN": "<YOUR_BEARER_TOKEN>"
}
}
}
}
Replace the values in angle brackets with your own. We show the names of the settings, never values.
Optional settings it also lists: LOG_LEVEL.
Where it is published
| Marketplace | Status | Version | Figures | Verified | First seen |
|---|---|---|---|---|---|
| Official MCP Registry (Open the registry record) | Listed | 0.1.0 | Downloads/month (npm): 146 Downloads/week (npm): 26 Forks (GitHub): 0 Stars (GitHub): 0 |
Not marked |
Each figure is the marketplace's own and is never added up across marketplaces. A marketplace that publishes no figure shows none: no number is not zero.
What changed
Nothing has moved on this plugin since we started watching it.
Similar plugins
Products whose own names, descriptions, tools and skills are closest in meaning to this one, on every marketplace we read. Closeness is ranked within this list only.
-
Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.
-
Read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.
-
MCP server for Ghostfolio portfolio management and financial data access
-
Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting
-
Connect AI assistants to eToro for portfolio analysis, market research, and trading.
-
AI-native interface to Milemarker: query AUM & positions, manage advisors, run platform workflows.
-
Thrivee — Personal Finance Intelligence
Personal-finance intelligence engine: net worth, goals, asset allocation. Invite-only beta.
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
walnut com.walnutinvest/walnut
Connect your portfolio to Claude, ChatGPT, or Codex to analyze it and make smarter investments.
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
Similar plugins by marketplace
The same question asked of one marketplace at a time: is there an analog of this plugin there?
Has a listing on Claude Code: claude-plugins-community (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
AI-powered wealth management plugin for Indian investors. PMS/AIF analysis, NRI tax planning, family office advisory, goal-based SIPs, SEBI compliance.
-
Portfolio analytics and US-equity market research for Claude Code. 32 OAuth-protected tools spanning portfolio CRUD, performance, fundamentals, sectors, screening, and news.
-
The first official TRES Finance plugin for Claude Code — blockchain accounting workflows, ledger management, and transaction analysis. Connects to the hosted TRES Finance MCP…
-
Personal investment decision meta-router — 12 frameworks (Modern Portfolio Theory, All Weather, Bogleheads, Barbell Strategy, Value Investing, Factor Investing, Dollar-Cost…
Has a listing on Claude Code: claude-plugins-official (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
Has a listing on Claude: knowledge-work-plugins (5)
-
blackrock-advisor-center-plugin
BlackRock Advisor Center 360° skills for financial advisors: portfolio review, opportunity and fund-health checks, guided benchmark selection, guided portfolio building, wealth…
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Vanguard Advisor Tools for financial professionals: research and compare funds and ETFs across the industry and prepare for client conversations, using Vanguard's advisor…
Has a listing on Codex: openai-curated (openai/plugins) (5)
-
Public equity investing workflows for listed-company research, earnings analysis, valuation, model updates, long/short pitches, catalysts, thesis tracking, ETF/index and…
-
Develop your payments integration faster with the ability to create products, prices, and payment links directly in ChatGPT. Run your business from ChatGPT with the ability to…
-
Evaluate Codex skills and plugins from chat with a beginner-friendly start command, local-first reports, token budget explanations, and guided benchmarking.
-
Analyze Mixpanel data with the mixpanel_headless Python SDK and Codex skills.
-
PostHog gives your AI agent direct access to your product analytics, feature flags, experiments, error tracking, surveys, logs, and LLM analytics. Ask questions about your data…
Has a listing on Community GitHub marketplaces (5)
-
Carta Investors plugin — skills for querying investor data, performance benchmarks, regulatory reporting, AGM deck generation, brand extraction, and more via the Carta MCP Server.
-
Portfolio monitoring and analytics for private-capital LP teams using the Chronograph connector: cashflow forecasting, commitment pacing, look-through exposure scans and…
-
Portfolio monitoring, valuations and analytics for private-capital GP teams using the Chronograph connector: portfolio-company one-pagers, fund quarterly review packs…
-
Polymarket paper trading for AI agents: $10k paper money, real order books, official fees.
-
agentforge io.github.acarchidi/agentforge
DeFi safety layer for AI agents: wallet safety, token risk, tx decode/simulate. 20 tools.
Has a listing on Copilot CLI: github/awesome-copilot (5)
-
Explore and query TimeBase streams, schemas, QQL, symbols, and server status via MCP.
-
Visualizes live session AI-credit usage as a Pac-Man board with pellets, ghosts, fruit milestones, and game-over limits.
-
See your local Copilot token usage by day, model, and session, and get tips to use it more efficiently.
-
Accept payments and grow your business. Stripe's agent plugin includes best practices, upgrade guidance, and our MCP server.
-
Inspect current and historical GitHub Copilot token and AI-credit usage with per-agent rollups and in-canvas session drill-down.
Has a listing on Copilot CLI: github/copilot-plugins (5)
-
workiq
Query Microsoft 365 data with natural language — emails, meetings, documents, Teams messages, and more.
-
workiq-productivity
WorkIQ productivity skills powered by the local WorkIQ CLI — read-only insights across email, meetings, calendar, Teams, SharePoint, projects, and people.
-
Toolkit for building Microsoft 365 Copilot declarative agents — scaffolding, JSON manifest development, and capability configuration.
-
Build Power Apps Canvas Apps using the Canvas Authoring MCP server.
-
mcp-apps
Generate MCP App widgets for MCP tools. Produces self-contained HTML widgets using the MCP Apps protocol.
Has a listing on Cursor: cursor/plugins (5)
-
View your eToro portfolio, balances, positions, and watchlists, research instruments and traders, and prepare and place trades.
-
Review positions, balances, P&L, and draft trade instructions.
-
View portfolios, positions, orders, watchlists, and market data, and trade in a Robinhood Agentic account.
-
View accounts, positions, orders, watchlists, and market data.
-
Pull source-linked fundamentals, KPIs, filings, and prices.
Has a listing on Docker MCP Catalog (5)
-
The QuantConnect MCP Server is a bridge for AIs (such as Claude and OpenAI o3 Pro) to interact with our cloud platform. When equipped with our MCP, the AI can perform tasks on…
-
Tools for accessing the Manifold Markets online prediction market platform.
-
Tools for cross-border payments, taxes, and compliance.
-
OpenZeppelin Stellar Contracts
Access to OpenZeppelin Stellar Contracts.
-
mcp io.github.hummingbot/mcp
MCP server exposing Hummingbot API for automated multi-exchange trading
Has a listing on Official MCP Registry (5)
-
Read-only crypto and traditional portfolio: holdings, PNL, FIFO tax figures and market data.
-
Read-only Fillfolio portfolio: net worth, holdings, cash, liabilities, and activity.
-
MCP server for Ghostfolio portfolio management and financial data access
-
Investment runtime for AI agents — LLM investment committee, portfolio ledger, decision accounting
-
Connect AI assistants to eToro for portfolio analysis, market research, and trading.
Found by meaning, not by shared code or a shared repository: similar plugins stay separate products, and this is not a review or a recommendation.
Is this your plugin?
Add it to your projects and prove you maintain it with a file in its repository, a file on your domain or a DNS record. You get alerts when a marketplace lists it, drops it, changes its verified mark or what it asks for, and its remote endpoint goes on monitoring as a web service.
Data comes from the Official MCP Registry (registry.modelcontextprotocol.io), CC0 1.0. Figures come from our own regular passes over the marketplaces, last read on . We publish no contact details for plugin publishers.