Connect Wealthsimple securely to Claude

Ask Claude about your balances, spending and transactions. Investment performance and holdings data are coming soon. It can only read your data. It can’t move money or trade.

This feature is currently in a private client beta. We’re rolling out access gradually, so you can connect only if we’ve invited you.

Connect

Server URL: https://mcp.wealthsimple.com/mcp

Claude Desktop

In Claude Desktop, open Customize > Connectors, choose Add, then Add custom connector.
Name it Wealthsimple, paste the server URL and follow the prompts to add it.
Sign in to Wealthsimple and approve the connection.

Claude Code

Add the server for all your projects:

claude mcp add --transport http --scope user wealthsimple https://mcp.wealthsimple.com/mcp

In Claude Code, run /mcp and select wealthsimple.
Sign in to Wealthsimple in your browser and approve the connection.

Try asking

“What’s in my TFSA right now?”
“How much did I spend on restaurants last month?”
“Which subscriptions am I paying for?”

What it can do

Accounts

Get account balances

See how much is in each of your accounts.

Try: “What’s the balance of my TFSA?”

get_account_balances · Read-only

Get account details

Look up the details of one of your accounts.

Try: “Tell me about my RRSP”

get_account · Read-only

List accounts

See every Wealthsimple account you own, with its type and status.

Try: “Show me all my accounts”

list_accounts · Read-only

Spending and transactions

Get transaction details

Look up one transaction in full.

Try: “Tell me more about my last Uber charge”

get_transaction · Read-only

List recurring payments

Find subscriptions and other payments that repeat.

Try: “Which subscriptions am I paying for?”

list_recurring_payments · Read-only

List transactions

See your transactions for a period, newest first.

Try: “Show my transactions from last week”

list_transactions · Read-only

Search transactions

Find transactions by merchant, payee, note or reference number.

Try: “Find my payments to Netflix”

search_transactions · Read-only

Summarize spending

See how much you spent in each category over a period.

Try: “How much did I spend on restaurants last month?”

get_spend_summary · Read-only

Business

Get corporation details

Look up the details of one of your corporations.

Try: “Show me the details for my corporation”

get_corporation · Read-only

List corporations

See the corporations you have Wealthsimple business accounts for.

Try: “Which of my businesses bank with Wealthsimple?”

list_corporations · Read-only

Questions

What can it see?

Only your own Wealthsimple data, and only after you sign in and approve the connection. You approve each assistant separately.

It can read your data, but it can’t move money, place trades or change anything.

How do I disconnect?

Claude Desktop

Open Customize > Connectors.
Find Wealthsimple and choose Remove, or open its three-dot menu.
Follow the prompts.

Claude Code

Sign out:
```
claude mcp logout wealthsimple
```

Remove the server:

claude mcp remove --scope user wealthsimple

Something’s not working

When a tool can’t answer, your assistant gets one of these errors.

Error	What it means	What to do
`not_found`	The account, transaction or corporation doesn’t exist or isn’t yours.	Check you’re asking about one of your own accounts.
`unauthorized`	The connection’s sign-in is missing or has expired.	Reconnect Wealthsimple in your assistant.
`forbidden`	The connection isn’t allowed to read this.	Reconnect and approve the connection again.
`validation_error`	The assistant sent a request the tool can’t accept, such as a date in the wrong format.	Ask again in different words.
`rate_limited`	Too many calls in a short time.	Wait a moment and try again.
`transient`	A temporary problem on our side.	Try again.
`permanent`	Something on our side failed, and trying again won’t fix it.	Ask for something different.
`upstream_stale`	The data isn’t up to date right now.	Try again later.
`dependency_failed`	The tool needs information the assistant hasn’t looked up yet.	Ask again. Your assistant should look that up first.