    servers/
        finance/
        wealthos
  

WE

Wealthos

Unverified Claim & verify → Finance

Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios.

Visit website ↗ Try Remote Server

Overview Installation

Overview

Wealthos is a Model Context Protocol (MCP) server: Plan your financial future with AI: track net worth, manage budgets, and forecast scenarios. Because it speaks the Model Context Protocol, AI assistants can use Wealthos as a set of callable tools instead of you copy-pasting between apps.

It's a hosted (remote) server — point your client at https://mcp.wealthos.cc and you're connected, with nothing to install locally. The current release is v1.0.0.

On mcp.site, Wealthos sits in the Finance category. Any MCP client can use it — Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed among them — via the install snippets below. If you maintain Wealthos for wealthos.cc, claim this listing to verify ownership, earn the Verified badge, and keep the details current.

▸Hosted endpoint — Streamable HTTP · https://mcp.wealthos.cc

Installation

Settings → Connectors → Add custom connector
Name: Wealthos
URL:  https://mcp.wealthos.cc

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