Wealthy Trading Platform MCP server for AI agents

The Wealthy MCP (Model Context Protocol) Server enables users to interact with the Wealthy trading platform directly from supported MCP clients like Claude or Cursor. This integration allows for natural language queries related to trading activities, market data, and portfolio management.

Prerequisites

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

Installation Options

Option 1: Install from Source

Install using golang (go 1.23 or later):

go install github.com/wealthy/wealthy-mcp/cmd/wealthy-mcp@latest

Option 2: Download Pre-built Artifacts

Visit the releases page to download the latest pre-built binary for your platform
Extract the downloaded archive and place the executable in a directory that's in your system PATH
Run the following commands to give permissions on mac:

chmod +x wealthy-mcp-macos-arm64-<version>
xattr -d com.apple.quarantine wealthy-mcp-macos-arm64-<version>

MCP Configuration

For Cursor

Create or update .cursor/mcp.json in your home directory:

{
    "mcpServers": {
      "wealthy-mcp": {
        "command": "<path to downloaded/installed binary>"
      }
    }
}

For Claude

Create or update claude_desktop_config.json:

{
    "mcpServers": {
      "wealthy-mcp": {
        "command": "<path to downloaded/installed binary>"
      }
    }
}

To use a custom port, add the args parameter:

{
    "mcpServers": {
      "wealthy-mcp": {
        "command": "<path to downloaded/installed binary>",
        "args": ["addr=localhost:8006"]
      }
    }
}

Getting Started

After installation and configuration:

Restart your MCP client (Claude/Cursor)
Wealthy login page will open - enter your credentials
After successful login, return to your MCP client
You're now ready to start smart trading!

Usage

Here are the available query types and their purposes:

Query Type	Purpose
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

You can interact with these queries through natural language in Claude/Cursor. For example:

"What is the price of RELIANCE?"
"Show me my current holdings"
"I want to buy 100 shares of TATAMOTORS at market price"

How to add this MCP server to Cursor

There are two ways to add an MCP server to Cursor. The most common way is to add the server globally in the ~/.cursor/mcp.json file so that it is available in all of your projects.

If you only need the server in a single project, you can add it to the project instead by creating or adding it to the .cursor/mcp.json file.

Adding an MCP server to Cursor globally

To add a global MCP server go to Cursor Settings > MCP and click "Add new global MCP server".

When you click that button the ~/.cursor/mcp.json file will be opened and you can add your server like this:

{
    "mcpServers": {
        "cursor-rules-mcp": {
            "command": "npx",
            "args": [
                "-y",
                "cursor-rules-mcp"
            ]
        }
    }
}

Adding an MCP server to a project

To add an MCP server to a project you can create a new .cursor/mcp.json file or add it to the existing one. This will look exactly the same as the global MCP server example above.

How to use the MCP server

Once the server is installed, you might need to head back to Settings > MCP and click the refresh button.

The Cursor agent will then be able to see the available tools the added MCP server has available and will call them when it needs to.

You can also explictly ask the agent to use the tool by mentioning the tool name and describing what the function does.