@wealth_api/mcp-server

MCPcommunity
v0.1.0UnknownMITUpdated 2mo agonpmGitHub

General-purpose MCP server for the wealthAPI platform. Lets an AI assistant answer everyday portfolio questions on the user's behalf.

Works in
ClaudeCursorCopilotGemini

Inferred from the transports this listing declares (stdio). A client not listed here hasn’t been ruled out — it just isn’t something Forge can confirm.

Automatically indexed from public sources. Not yet verified by the developer on Forge.Claim this listing →
123Downloads/wk
2mo agoLast update
Package
AuthorUnknown
LicenseMIT
Version0.1.0
Sourcenpm+mcp-registry
npm@wealth_api/mcp-server
GitHubwealthAPI-eu/wealthapi-mcp
SBOMCycloneDX 1.6 ↓
Trust Status
B
60/100Good
✓Listed in Forge index+10/10
—Publisher identity verified+0/20
→ Publisher: run `forge publish` from the package repo to claim ownership
—Ed25519 publish signature+0/5
→ Included automatically when the publisher runs `forge publish`
—Domain verification+0/5
→ Publisher: host /.well-known/forge.json on the package homepage with { "publisher": "<github-login>" }
—npm Trusted Publishing (Sigstore)+0/5
→ Publish from GitHub Actions with --provenance so the attestation binds this package to this repo
—npm maintainer match+0/5
→ Earned once your identity is verified above and that login is an npm maintainer of this package
✓CVE scan · clean+30/30
✓Static analysis · clean+20/20
Paste into Claude Code, Cursor, or any AI assistant to fix all gaps
StatusCommunity-indexed
PublisherUnverified
SignatureUnsigned
Domain—
Provenance—
Dependencies60 resolved · 1 with advisories
Tool surface21 tools · none privileged
Security scan✓ Cleanv0.1.0 · 1mo agoHow well does this scan work?
MODERATE@hono/node-server@1.19.17Node.js Adapter for Hono: Path traversal in `serve-static` on Windows via encoded backslash (`%5C`) · transitive
EvalsNone
IndexedJul 18, 2026

Verification confirms publisher identity (repo ownership), not code safety. The security scan covers known CVEs and suspicious install scripts.

Tools

21 tools · none privileged
Statically extracted from the published packagev0.1.0 · 1mo ago

Read out of the source npm actually ships, at scan time. The package was never executed. Tools registered dynamically at runtime, or hidden inside bundled or minified code, can be missed — so this is a floor on the tool surface, not a complete census of it.

list_accountsNo description published

This tool published no description. Forge does not invent one.

get_account_balancesNo description published

This tool published no description. Forge does not invent one.

get_portfolio_valuationNo description published

This tool published no description. Forge does not invent one.

get_portfolio_allocationNo description published

This tool published no description. Forge does not invent one.

get_cash_flow_summaryNo description published

This tool published no description. Forge does not invent one.

get_savings_rateNo description published

This tool published no description. Forge does not invent one.

detect_recurring_transactionsNo description published

This tool published no description. Forge does not invent one.

get_dividend_historyNo description published

This tool published no description. Forge does not invent one.

get_dividend_calendarNo description published

This tool published no description. Forge does not invent one.

get_portfolio_yieldNo description published

This tool published no description. Forge does not invent one.

list_investmentsNo description published

This tool published no description. Forge does not invent one.

get_gainers_and_losersNo description published

This tool published no description. Forge does not invent one.

get_portfolio_performanceNo description published

This tool published no description. Forge does not invent one.

get_realized_gainsNo description published

This tool published no description. Forge does not invent one.

get_risk_metricsNo description published

This tool published no description. Forge does not invent one.

search_symbolsNo description published

This tool published no description. Forge does not invent one.

get_quotesNo description published

This tool published no description. Forge does not invent one.

get_security_fundamentalsNo description published

This tool published no description. Forge does not invent one.

list_transactionsNo description published

This tool published no description. Forge does not invent one.

list_bookingsNo description published

This tool published no description. Forge does not invent one.

whoamiNo description published

This tool published no description. Forge does not invent one.

0 of 21 tools published a description.

Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.

About

General-purpose MCP server for the wealthAPI platform. Lets an AI assistant answer everyday portfolio questions on the user's behalf.

Keywords
mcpmodel-context-protocolwealthapifinanceportfolioclaude
Alternatives
Comparing tool surfaces…

Tools exposed

21 tools · none privileged · observed by static extraction. A tool surface is what one scan read on one day, not a live capability list.

Linked names open Forge’s index of every entry observed exposing that tool. Browse all indexed tools.

No dependency coverage

This package was last scanned before Forge began storing the resolved tree. The next scan will record it.

Topics

Related in finance & trading