AI agents have become a more ubiquitous tool for people to better process and understand their financial situation. They can provide us insights into different banking and investing products available to them, as well as how their existing accounts are helping them achieve their long-term financial goals. For those agents to accurately provide answers about their financial situation, the agents must have the relevant information and context. For some folks, they may resort to manually uploading PDF/CSV documents or even providing hand-written summaries of their portfolio make-up.
To bridge this gap for our Wealthfront clients, we built a public MCP server. Users can securely connect their Wealthfront accounts to compatible AI applications to request supported data about their cash and investing account information (e.g. current balance, holdings, tax lots), rather than manually compiling and providing it. We made some intentional design choices in how we exposed our MCP server to the public, and through our testing, we learned how to better configure our MCP server to help AI applications provide better answers to the user’s prompts.
What is MCP?
First…