# 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

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

### Claude Code

1. Add the server for all your projects:

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

2. In Claude Code, run `/mcp` and select **wealthsimple**.
3. 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

`get_account_balances` · Read-only

See how much is in each of your accounts.

Try: "What's the balance of my TFSA?"

#### Get account details

`get_account` · Read-only

Look up the details of one of your accounts.

Try: "Tell me about my RRSP"

#### List accounts

`list_accounts` · Read-only

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

Try: "Show me all my accounts"

### Spending and transactions

#### Get transaction details

`get_transaction` · Read-only

Look up one transaction in full.

Try: "Tell me more about my last Uber charge"

#### List recurring payments

`list_recurring_payments` · Read-only

Find subscriptions and other payments that repeat.

Try: "Which subscriptions am I paying for?"

#### List transactions

`list_transactions` · Read-only

See your transactions for a period, newest first.

Try: "Show my transactions from last week"

#### Search transactions

`search_transactions` · Read-only

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

Try: "Find my payments to Netflix"

#### Summarize spending

`get_spend_summary` · Read-only

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

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

### Business

#### Get corporation details

`get_corporation` · Read-only

Look up the details of one of your corporations.

Try: "Show me the details for my corporation"

#### List corporations

`list_corporations` · Read-only

See the corporations you have Wealthsimple business accounts for.

Try: "Which of my businesses bank with Wealthsimple?"

## 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**

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

**Claude Code**

1. Sign out:

   ```sh
   claude mcp logout wealthsimple
   ```

2. Remove the server:

   ```sh
   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. |