Wealthy Trading Platform

🚀 Wealthy MCP Server

This repository contains the official Wealthy MCP server, designed to help users implement trading platform functionality.

🚀 Quick Start

Prerequisites

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

Installation

You can install from source code or download pre-built artifacts:

Option 1: Install from Source Code

• Install using Golang (go 1.23 or higher):

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

Option 2: Download Pre-built Artifacts

• Visit our Releases page to download the latest pre-built binary for your platform.
• Extract the downloaded archive and place the executable file in a directory in your system's PATH.
• On Mac, run the following commands to grant permissions:

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

🛠️ MCP Configuration

To configure the MCP (Multi-Cursor Protocol) server, create/update the appropriate configuration file for your client:

For Cursor

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

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

For Claude

Create/update claude_desktop_config.json:

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

To use a custom port, add the args parameter:

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

• Restart your MCP client (Claude/Cursor).
• The Wealthy login page will open - enter your credentials.
• Return to your MCP client after successful login.
• Now you can start intelligent trading! 🎉

💻 Usage Examples

Available Query Types and Their Purposes

Basic Usage

• Query current holdings:

  get_holdings
  

• Get the price of a stock:

  get_price AAPL
  

🗺️ Roadmap

In the future, we plan to implement the following features:

1. Advanced Order Types: Support for more complex trading instructions, such as limit orders, stop-loss orders, and market orders.
2. Real-time Market Data: Integration of more real-time market data sources to provide more comprehensive market information.
3. Automated Trading Strategies: Allow users to create and execute custom trading algorithms.
4. Multi-asset Support: Expand support for more financial asset classes, including foreign exchange, futures, and cryptocurrencies.

📄 License

This software is distributed under the MIT License:

MIT License

⚠️ Disclaimer

Users assume all risks when using this software. We are not responsible for any errors or omissions in this software. All trading involves risks, so please proceed with caution.

📜 Terms of Use

• Users must comply with relevant laws and regulations.
• Reverse engineering, decompiling, or disassembling this software without authorization is prohibited.
• We reserve the right to modify or update this agreement at any time without prior notice.

🆘 Support

If you need help, please contact our support team:

• Email: support@wealthy.com
• Phone: +86-123-4567