wealthsimple-mcp

Overview

This unofficial MCP server provides AI agents with structured access to Wealthsimple's help center documentation. It exposes 7 tools for full-text search, taxonomy browsing, and article retrieval through the public Zendesk API. The server is implemented in TypeScript with Zod validation for type safety, includes a 30-minute caching mechanism for performance, and offers optional Datadog telemetry with privacy redaction options. It's designed to be boundary-clean with minimal dependencies and clear architecture.

Try asking AI

After installing, here are 6 things you can ask your AI assistant:

• search_help_center

  Full-text search across every published article. Returns ranked results with title, URL, snippet, labels, section IDs.

  Try:Search for FHSA contribution rulesTry:Find information about TFSA contribution limitsTry:Look up articles about cryptocurrency trading fees
• browse_taxonomy

  Hierarchical view of the entire help center: categories → sections → article titles.

  Try:Show me the help center structureTry:Browse the investing category sectionsTry:List all article categories
• list_categories

  Top-level taxonomy: Get Started, Move Money, Investing, Spending, File Taxes, Your Profile.

  Try:What are the main help center categories?Try:List all help center categoriesTry:Show me the top-level sections
• list_sections

  Sections inside a category (or all sections).

  Try:List sections in the investing categoryTry:What sections are under 'File Taxes'?Try:Show me all available sections
• list_articles

  Article summaries inside a single section.

  Try:List articles in the crypto sectionTry:What articles are under 'Transfer Out'?Try:Show me all articles in the investing section
• get_article

  Fetch a single article body by ID. Returns Markdown by default; format: 'html' or 'text' available.

  Try:Get article 12345 in full markdownTry:Fetch article 67890 as HTMLTry:Retrieve article 54321 in plain text format
• resolve_help_url

  Resolve a public help.wealthsimple.com article URL → full content.

  Try:Get content from this help link: https://help.wealthsimple.com/hc/en-ca/articles/123456Try:Resolve this help center URLTry:Fetch content from https://help.wealthsimple.com/hc/en-ca/articles/654321

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Installation

{
  "mcpServers": {
    "wealthsimple-help-center": {
      "command": "node",
      "args": ["/absolute/path/to/wealthsimple-mcp/build/index.js"]
    }
  }
}

FAQ

Does this MCP server require authentication?

No, it uses only the public, unauthenticated Zendesk Help Center API with no scraping or account credentials required.

Is this project affiliated with Wealthsimple?

No, this is an independent, unofficial community project. It's not built, endorsed, sponsored, or maintained by Wealthsimple Technologies Inc.

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