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MCP server · Finance

eu.wealthapi/mcp-server

· github.com/wealthAPI-eu/wealthapi-mcp

Read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

Unclaimed finance
InstallView source
37Low

Scored 3 months ago · breakdown

About eu.wealthapi/mcp-server

eu.wealthapi/mcp-server is an MCP server in the Finance category: read-only MCP server for wealthAPI: portfolio, cash-flow, and dividend insights for AI assistants.

Install

Claude Code
claude mcp add eu-wealthapi-mcp-server -- npx -y @wealth_api/mcp-server
npx
npx -y @wealth_api/mcp-server

This server has no ConduID identity, so agent calls to it are not receipted. Pin the version you install and review the source before granting it credentials.

Tools (8)

detect_recurring_transactions`GET /api/v1/transactions`

Parameters not published.

get_account_balances`GET /api/v1/accounts/balances`

Parameters not published.

get_cash_flow_summary`GET /api/v1/cashFlowAnalytics/history`

Parameters not published.

get_portfolio_valuation`GET /api/v1/accounts/valuation` (+ `historicValuations`)

Parameters not published.

get_savings_rate`GET /api/v1/cashFlowAnalytics/history`

Parameters not published.

list_accounts`GET /api/v1/accounts`

Parameters not published.

list_bookings`GET /api/v1/bookings`

Parameters not published.

list_transactions`GET /api/v1/transactions`

Parameters not published.

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Security checks

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Questions

About eu.wealthapi/mcp-server

How do I install eu.wealthapi/mcp-server?

Run claude mcp add eu-wealthapi-mcp-server -- npx -y @wealth_api/mcp-server, then add the server to your MCP client's configuration.

Is eu.wealthapi/mcp-server safe to use with an AI agent?

Its trust score is 37 out of 100 (low). Conduid hasn't run static security checks on this repository yet, so review the source yourself before granting it credentials. It has no ConduID identity yet, so agent calls to it are not receipted.

Is eu.wealthapi/mcp-server still maintained?

Conduid hasn't recorded a commit date for this repository yet. Check the repository directly for recent activity.