Wealthos MCP MCP server

The Wealthos MCP server allows AI agents to interact with a user's personal financial data. It enables reading net worth across multiple currencies, managing bank and investment accounts, logging income and expenses, running financial forecasts, setting savings goals, and creating financial plans. The server acts as a secure bridge between MCP-compatible AI tools and the user's encrypted financial records.

Endpoint and access

OAuth sign-in: the first time you connect, your client opens the vendor's own authorization prompt in a browser.

OAuth sign-inEndpoint checked 2026-10-05Operated by Wealthos

MCP endpoint (Streamable HTTP)

https://mcp.wealthos.cc

Vendor documentation

What you can do with it

Retrieve total net worth and account balances
Run financial forecasts and savings scenarios
Add or update bank and investment accounts
Set and track personal savings goals

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http wealthos-mcp https://mcp.wealthos.cc

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add wealthos-mcp --url https://mcp.wealthos.cc

Cursor

Merge this server into .cursor/mcp.json in your project, then enable wealthos-mcp in your MCP settings.

Cursor configuration

{
  "mcpServers": {
    "wealthos-mcp": {
      "url": "https://mcp.wealthos.cc"
    }
  }
}

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

{
  "mcpServers": {
    "wealthos-mcp": {
      "type": "streamableHttp",
      "url": "https://mcp.wealthos.cc",
      "disabled": false
    }
  }
}

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start wealthos-mcp and inspect its tools.

VS Code configuration

{
  "servers": {
    "wealthos-mcp": {
      "type": "http",
      "url": "https://mcp.wealthos.cc"
    }
  }
}

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http wealthos-mcp https://mcp.wealthos.cc

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

{
  "mcpServers": {
    "wealthos-mcp": {
      "url": "https://mcp.wealthos.cc"
    }
  }
}

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "wealthos-mcp": {
      "serverUrl": "https://mcp.wealthos.cc"
    }
  }
}

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