
Wealthnow
io.wealthnow由 wealthnow.io 發布官方發布者v2.162.3更新於 Oct 28, 2026
351 read-only tools: stocks since 1926, options, CDS, bonds, private markets, 13F, macro and crypto
概覽
託管式金融資料伺服器,為 AI 助理提供 351 個唯讀工具,涵蓋股票、選擇權、信用、持股、總經與加密等機構級市場資料。
- 可以做什麼
- 查詢行情、基本面、SEC 文件與當時口徑的財務報表
- 取得選擇權鏈、隱含波動率曲面、希臘值與造市商曝險
- 檢視信用資料:CDS 利差、TRACE 債券成交、評等與放款
- 查閱持股與內部人:13F、基金持股、內部人交易、空方資料、國會議員交易
- 探索分析師預估、法說會逐字稿、公司事件、新聞情緒、私募市場與量化因子
- 透過 search_tools 與 call_tool 尋找並呼叫任一工具,用 account_status 查看額度
- 適用情境
- 適合需要附來源與日期標註的金融研究資料(股票歷史、選擇權、信用、持股或總經)的助理情境,不必再訂閱多家資料商。適用於分析師、量化研究者,以及在支援 MCP 的應用中建立金融工作流程的開發者。
- 執行需求
- 遠端 Streamable HTTP 端點,無需安裝。Claude、ChatGPT、Cursor、VS Code、Codex 等應用預設以 OAuth 2.1 瀏覽器登入;不支援 OAuth 的應用可在 X-API-Key 標頭(或 Authorization: Bearer)送出 API 金鑰,金鑰需從 Wealthnow 控制台取得。需要 Wealthnow 帳號,免費方案每月 1,000 點數。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 Wealthnow,將其新增到工作區。
- 連接 所需的 憑證。它們會被私密儲存,絕不會在公開頁面上展示。
- 為需要使用其工具的對話啟用該服務。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
交給代理程式安裝
把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。
閱讀 https://sourceweft.com/mcp/io.wealthnow%2Fmcp/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。其他 MCP 客戶端
把它新增到你客戶端的 mcpServers 設定中。 客戶端會在首次連接時完成 OAuth 登入。
{
"mcpServers": {
"wealthnow": {
"type": "http",
"url": "https://mcp.wealthnow.io/mcp"
}
}
}README
Wealthnow MCP server
351 read-only tools over one of the deepest institutional financial datasets available to AI agents: US stocks since 1926, over 1 billion implied-volatility surface points since 1996, 21.8M CDS observations and a 10.6M-company private-markets graph. The institutional data desk, inside your AI agent.
[MCP Registry] [Add to Claude] [Add to Cursor] [Install in VS Code] [Install in VS Code Insiders] [Add to Kiro]
Data that usually takes a terminal contract and a stack of vendor subscriptions arrives through one connection, with OAuth sign-in in Claude, ChatGPT, Cursor, VS Code and Codex. Every answer is dated and sourced, and says when a dataset lags.
Wealthnow is a hosted Model Context Protocol server. Add one URL to your AI app, sign in to Wealthnow, and your agent can call financial data tools directly. Nothing to install or run.
Wealthnow provides data for research. It is not investment advice; see Disclosure.
Install
Every app below connects to the same URL, https://mcp.wealthnow.io/mcp, and signs you in to Wealthnow in the browser the first time you use it. No key is needed unless noted.
Quick install
Claude (claude.ai, Claude Desktop, Claude mobile)
Use the Add Wealthnow to Claude link, which opens Claude with the name and URL filled in for you to confirm. Or by hand:
- In Claude, open Customize → Connectors, click Add, then choose Custom → Web (on some plans the button reads Add custom connector).
- Enter the name
Wealthnowand the URLhttps://mcp.wealthnow.io/mcp, then click Continue and Add. - Click Connect, sign in to Wealthnow, and click Connect on the Wealthnow page.
A connector you add on the web also appears in Claude Desktop and on mobile. On a Team or Enterprise plan, an Owner adds it under Organization settings → Connectors (or with this link), then members click Connect.
Claude Code
Then run /mcp inside Claude Code, choose wealthnow, and sign in. Or install it as a plugin from this repository:
ChatGPT
- Open chatgpt.com/plugins on the web, click +, then Add custom MCP server.
- Enter the name
Wealthnowand the server URLhttps://mcp.wealthnow.io/mcp, and set authentication to OAuth. - Accept the risk notice, click Create as a plugin, install it, and sign in to Wealthnow when ChatGPT sends you there.
- In a new chat, type
@and pick Wealthnow.
Custom MCP servers depend on your ChatGPT plan, and workspace admins may control them. If your account does not show Add custom MCP server, turn on Developer mode in ChatGPT's settings first. In the ChatGPT desktop app, you can also add it under Settings → MCP servers → Add server as a Streamable HTTP server; that list is shared with Codex (see Codex).
Cursor
The button opens Cursor with the server filled in (the same as the deeplink cursor://anysphere.cursor-deeplink/mcp/install?name=wealthnow&config=eyJ1cmwiOiJodHRwczovL21jcC53ZWFsdGhub3cuaW8vbWNwIn0=). Or add this to ~/.cursor/mcp.json:
VS Code
Install in VS Code · Install in VS Code Insiders
Or run code --add-mcp '{"name":"wealthnow","type":"http","url":"https://mcp.wealthnow.io/mcp"}' (code-insiders for Insiders), or add this to .vscode/mcp.json (or your user mcp.json):
Windsurf (now Devin Desktop)
Run devin mcp add -s user wealthnow https://mcp.wealthnow.io/mcp, or add this to ~/.config/devin/mcp_config.json (macOS and Linux) or %APPDATA%\devin\mcp_config.json (Windows):
On older Windsurf releases the file is ~/.codeium/windsurf/mcp_config.json, and the same entry works (Windsurf also accepts "serverUrl" in place of "url").
Zed
Open Settings → AI → MCP Servers → Add Server → Add Remote Server, or add this to your settings (~/.config/zed/settings.json):
Zed opens the Wealthnow sign-in the first time it connects.
Kiro
Kiro asks you to confirm, then adds the server to your user config. Or open Kiro: Open user MCP config (JSON) from the command palette and add:
Cline
Run cline mcp add wealthnow https://mcp.wealthnow.io/mcp --transport http, or open MCP Servers → Configure and add this to cline_mcp_settings.json (the type is required; without it Cline uses the older SSE transport):
Goose
Open this link to install it in Goose Desktop (GitHub does not make app links clickable, so paste it into your browser's address bar):
Or add this to ~/.config/goose/config.yaml:
LM Studio
LM Studio 0.3.17 or later. Paste this link into your browser's address bar to open LM Studio with the server filled in:
Or open the Program tab in the right sidebar, click Install → Edit mcp.json, and add the entry below. LM Studio's documentation shows remote servers with a header rather than a browser sign-in, so if it does not open the Wealthnow sign-in, use the API key form:
Gemini CLI
Install Wealthnow as a Gemini CLI extension from this repository:
Or add just the server:
Then run /mcp auth wealthnow inside Gemini CLI to sign in. --scope user saves it in ~/.gemini/settings.json rather than the current project. By hand, the entry is "wealthnow": { "httpUrl": "https://mcp.wealthnow.io/mcp" } under mcpServers (httpUrl, not url, which means SSE).
Codex
Or add this to ~/.codex/config.toml:
The Codex CLI, the Codex IDE extension and the ChatGPT desktop app share this configuration, so adding it once makes Wealthnow available in all three. In the IDE extension or desktop app, click Authenticate next to wealthnow to sign in.
Other MCP apps
Most apps that support remote MCP servers with OAuth take https://mcp.wealthnow.io/mcp as a remote (Streamable HTTP) server, register themselves and run the sign-in. Full sign-in has been tested end to end in Claude, ChatGPT, Grok, Cursor and Perplexity; on 2026-09-28, 70 of 72 client variants reached the Wealthnow sign-in page. OpenCode cannot finish sign-in yet because of a bug in OpenCode (opencode#50510); connect it with an API key.
With an API key
If your app cannot sign in, or you are calling from a script, get a key from the Wealthnow dashboard and send it in the X-API-Key header. Keys start with wn_; older keys keep working. Keep the key in user-level settings, never in a project file that may be committed.
The same headers object works in VS Code (with "type": "http"), Windsurf / Devin Desktop (with url), Cline, Goose and Gemini CLI (-H "X-API-Key: ..."). Zed skips sign-in when an Authorization header is set, so use "Authorization": "Bearer YOUR_WEALTHNOW_API_KEY" there. For Codex, set bearer_token_env_var = "WEALTHNOW_API_KEY" under [mcp_servers.wealthnow] in ~/.codex/config.toml.
VS Code can prompt for the key once and store it securely:
OpenCode (~/.config/opencode/opencode.json; the key comes from an environment variable):
If your app only runs local servers, bridge to the remote one with mcp-remote:
Tools
- 40 default tools on every plan. Your agent's tool list holds 40 tools, including
account_status,search_toolsandcall_tool; the list is the same size on Free and on paid plans. - The full catalog is one call away:
search_toolsfinds any tool by topic, andcall_toolruns one that is not in the list. Your agent can call any tool your plan includes, listed or not. - Every tool, with its schema, is in the server card. To list them all in your app, connect to
https://mcp.wealthnow.io/mcp?catalog=full.
Market data tools are read-only; nothing places orders or moves money.
What you get
Equities and prices
- US stock history since 1926: daily and monthly returns, prices, shares outstanding, distributions and delistings, so studies are survivorship-bias-free.
- Daily bars for about 12,500 US tickers since 2003, with total returns and the full dividend and split history.
- 325M+ captured intraday minute bars with extended hours, plus 60-second microstructure windows (VWAP, block trades, buy/sell imbalance).
- A security master joining ticker, CUSIP, ISIN, SEDOL and CIK with dated identifier history.
Credit and fixed income
- 21.8M daily CDS observations since 2005: 5Y single-name par spreads and implied default probabilities across 5,517 reference entities, through end-2025.
- FINRA TRACE corporate bond trades since 2002: price, yield, volume and side, matched from the equity ticker.
- Credit index composites for North America, Europe and Asia.
- 15.8M credit rating actions, with history for some issuers back to the 1920s.
- 396k syndicated loan facilities since 1981, with pricing, 2.1M lender shares and 68k financial covenants.
Options and volatility
- Over 1 billion implied-vol surface points since 1996: standardized surfaces across maturities and deltas for skew and term-structure research.
- Option volume and open interest since 2000, and 92.6M option-implied borrow rates since 2010.
- 18M dealer greek-exposure records: gamma in aggregate, by strike and over time, plus market, sector and ETF options tide.
- Live option chains with full greeks, IV and OI, replayable chains on 5,000+ underlyings, unusual flow, IV rank and VIX since 1990.
Fundamentals without look-ahead
- 10.2M point-in-time statement versions since 1986: each quarter as first reported, as it stood on any date, with every restatement traced line by line.
- Quarterly financials since 1961 and annual since 1950, segment data since 1976 and principal customers.
- About 75 ratios per stock per month since 1970, plus 100+ current metrics and a multi-filter screener.
- As-filed XBRL history and filings read live from SEC EDGAR, with structured extracts.
Estimates, events and text
- 35M analyst-level estimates since 1980, broker by broker, plus consensus since 1976, daily consensus since 1978 and EPS surprises since 1965.
- 7.5M price targets, 3.3M recommendations since 1992 and 2M management guidance records, compared with consensus at the time.
- Crowd-sourced estimates since 2010 alongside the street.
- 41.9M corporate events since 1990: M&A, guidance changes, buybacks, executive changes, activism, offerings, index changes and 100+ more types.
- 1.75M transcripts of 530k events across 21,628 companies since 2002, with full text and 25M speaker turns from 2020.
- 283M scored news events since 2000, aggregated to daily company sentiment, plus a live newswire.
Ownership, insiders and the short side
- 124M 13F holding records since 1980, every holder quarter over quarter.
- 460M mutual fund holding records since 2002 and ETF holdings with inverse lookup.
- 32M insider transaction records since 1983, split into 10b5-1 plan and discretionary trades, with Form 144 intent-to-sell notices.
- 61M daily securities-lending records since 2002, short interest since 2006, 52M short-volume records since 2009 and dark-pool prints.
- Congressional trades, lobbying filings and federal contract awards.
Governance, ESG and alternative data
- 1.2M board profiles, 871k directors and 5M director interlock links.
- Executive pay since 1992; audit fees, restatements and auditor changes since 2000; forensic accounting flags.
- ESG ratings since 2007 with pillar, theme and key-issue scores.
- 6M+ supply-chain relationships and 40M geographic revenue records since 2003.
- WARN layoff notices since 1989 and monthly headcount, hiring and attrition.
Private markets
- 355M records covering 10.6M companies, 3M deals and funding rounds, 4.9M people, 645k investors and funds and 100k+ limited partners.
- Fund performance (IRR, DPI, TVPI, RVPI), round syndicates, comparables, 22M news items and model valuation marks that refuse to guess when coverage is thin.
Quant research
- About 460 firm characteristics back to 1926, including the 102 published anomaly characteristics, factor returns since 1926 and rolling factor betas since 1966.
- 47 research datasets readable directly, and model-ready feature panels with measured coverage and freshness.
- Deflated Sharpe Ratio and CPCV checks, TWAP and VWAP scenarios, uncertainty-discounted Kelly sizing and a DCF scenario simulator.
Macro, futures, FX and crypto
- 68 U.S. economic series as first released, S&P 500 CAPE since 1871 and leading indicators for 22 economies.
- Rates: the Treasury curve across all 11 tenors, auction results, Fed holdings and primary-dealer positioning since 2013.
- Futures: 28 CME, CBOT, NYMEX and COMEX products, term structures and CFTC Commitments of Traders across 892 contracts since 2006. Ship traffic through 24 maritime chokepoints since 2019.
- About 17,000 crypto coins with cross-venue funding, open interest, basis, BTC and ETH vol surfaces, DEX pools and on-chain flows. Live FX rates.
Plans and sign-in
- Free plan: 1,000 credits a month, 30 requests a minute, no card. It covers prices, fundamentals and SEC filings and stops at its grant, so it never bills you. Deep history, credit, private markets, options and transcripts are on paid plans (pricing).
- Failed calls are free, and
account_statusandsearch_toolsnever spend credits. - Finding tools:
search_toolsfinds any of the 351 tools by topic, andcall_toolruns any tool your plan includes. - Get a free account.
Try asking your agent:
- "Using Wealthnow, is the bond market more worried about Boeing than the stock market is?"
- "Using Wealthnow, which members of Congress traded NVDA this year, and what did insiders do?"
- "Using Wealthnow, what did NVDA's options chain look like the day before its last earnings?"
Try it
Once connected, ask your agent:
Using Wealthnow, what's the latest quote for AAPL?
Or call it directly with an API key:
More in examples/: a quickstart, Python and TypeScript.
SDKs
Clients for the REST API, with every operation callable by the same name the MCP server uses for the tool:
Discovery
- MCP server card: https://mcp.wealthnow.io/.well-known/mcp/server-card.json
- OAuth protected resource metadata: https://mcp.wealthnow.io/.well-known/oauth-protected-resource
- REST API (OpenAPI 3.1): https://firm.wealthnow.io/api/openapi.json
- MCP Registry entry:
io.wealthnow/mcp, published fromserver.jsonon every release tag
Links
- Product: https://wealthnow.io/api
- Docs: https://app.wealthnow.io/docs/mcp-and-sdks
- Sign up: https://app.wealthnow.io/auth/sign-up
- Pricing: https://app.wealthnow.io/docs/pricing-and-credits
- Privacy: https://wealthnow.io/privacy
- Terms: https://wealthnow.io/terms
- Support: [email protected]
- Security: see SECURITY.md
License
The examples, SDKs and listing files in this repository are MIT licensed; see LICENSE. The Wealthnow API and MCP server are a commercial service covered by the Wealthnow terms; the MIT license does not grant access to them.
Disclosure
Wealthnow is not a broker-dealer or a registered investment adviser. Wealthnow provides data for research and education only. Nothing it returns is investment, tax or legal advice, or a recommendation to buy or sell any security. Data can be delayed, incomplete or wrong; verify it before you rely on it.
來源:README.md,提交 28fed39
工具
0版本歷史
8- v2.162.3最新Oct 19, 2026
- v2.162.0Oct 17, 2026
- v2.158.0Oct 3, 2026
- v2.138.2Sep 29, 2026
- v2.138.1Sep 29, 2026
- v2.138.0Sep 24, 2026
- v2.137.1Sep 23, 2026
- v2.137.0Sep 23, 2026
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