Wealthy MCP(Model Context Protocol) Server MCP Server

If you already use Wealthy MCP(Model Context Protocol) Server, the wealthy mcp(model context protocol) server mcp server is the piece that lets your assistant work with it directly. Wealthy-MCP.

What the server does

This repository contains official Wealthy mcp server to help users with trading platform features

Installation

Setup follows the usual MCP pattern — install or clone the server, register it in your client's configuration file, restart the client.

Available tools

The toolset is worth reading before you wire it up, because it tells you what the integration is really for:

• get_user_margin — Retrieves user margin information
• get_price — Retrieves the current market price for a specified trading symbol
• get_holdings — Shows your current portfolio holdings and their details
• get_positions — Displays your open trading positions
• get_order_book — Lists all your orders (open, executed, and cancelled)
• get_trade_ideas — Provides trading suggestions and market insights
• get_security_info — Fetches detailed information about a specific security/stock
• place_order — Places a new buy/sell order with specified parameters
• create_watchlist — Creates a new watchlist of securities
• get_watchlist — Retrieves existing watchlists
• update_watchlist — Updates an existing watchlist with new securities
• search — Searches and finds security symbols

Credentials and setup notes

• Wealthy trading account - https://www.wealthy.in/broking - MCP clients - Claude or Cursor

Worth knowing first

• It runs with your machine's permissions. That is convenient and also the reason to think about what you point it at before you approve a tool call.
• With 14 tools registered it takes up a noticeable share of the context window; turn it off in projects that never touch Wealthy MCP(Model Context Protocol) Server.
• Keep per-call confirmation enabled while you learn its behaviour; it is the cheapest safeguard you have.

Where it fits

This sits in the developer tooling group, where several servers overlap in what they claim to do but differ sharply once you actually set them up. Wealthy MCP(Model Context Protocol) Server's toolset — get_user_margin, get_price, get_holdings and 11 more — is a fair guide to whether it matches your workflow. It is maintained by wealthy; worth a glance at recent repository activity before you build anything load-bearing on it.

This entry was verified against Wealthy MCP(Model Context Protocol) Server's own documentation before publication; SyncDev keeps the directory reviewed rather than auto-generated.