wealthsimple-mcp

概述

这是一个非官方的 MCP 服务器，为 AI 代理提供对 Wealthsimple 帮助中心文档的结构化访问。它通过公共 Zendesk API 提供 7 个工具，用于全文搜索、分类浏览和文章检索。该服务器使用 TypeScript 实现，并通过 Zod 验证确保类型安全，包含 30 分钟的缓存机制以提高性能，并带有隐私删除选项的可选 Datadog 遥测功能。其设计架构清晰，边界干净，依赖项最少。

试试问 AI

装完之后，这里有 6 个你可以让 AI 做的事：

• search_help_center

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

  试试:Search for FHSA contribution rules试试:Find information about TFSA contribution limits试试:Look up articles about cryptocurrency trading fees
• browse_taxonomy

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

  试试:Show me the help center structure试试:Browse the investing category sections试试:List all article categories
• list_categories

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

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

  Sections inside a category (or all sections).

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

  Article summaries inside a single section.

  试试:List articles in the crypto section试试:What articles are under 'Transfer Out'?试试: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.

  试试:Get article 12345 in full markdown试试:Fetch article 67890 as HTML试试:Retrieve article 54321 in plain text format
• resolve_help_url

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

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

可对比工具

安装

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

FAQ

这个 MCP 服务器是否需要身份验证？

不需要，它仅使用公共的未经身份验证的 Zendesk 帮助中心 API，无需抓取或账户凭据。

此项目是否与 Wealthsimple 有关联？

没有，这是一个独立的、非官方的社区项目，不是由 Wealthsimple Technologies Inc. 构建、认可、赞助或维护的。

wealthsimple-mcp 对比