OpenWealth MCP Server - AI agent integration with Swiss wealth management systems via bLink gateway
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# openwealth-mcp OpenWealth MCP Server for Claude — enabling conversational AI agents to query Swiss wealth management data via OpenWealth APIs. **Status:** Phase 3 - Publication Ready — V3 API complete, test PyPI validation in progress ✅ [](https://github.com/alpflo/openwealth-mcp/actions/workflows/test.yml) [](https://github.com/alpflo/openwealth-mcp/actions/workflows/integration-tests.yml) [](./LICENSE) --- ## What Is This? An open-source MCP (Model Context Protocol) server that enables AI agents to interact with Swiss wealth management systems through the **OpenWealth API v3.2.0 standard** (Custody Services API). This server provides a standardized interface for AI assistants like Claude to: - **List customers** in the portfolio (cursor-based pagination) - **Get positions** for portfolio holdings and asset allocation - **Get transactions** for trade history and cash movements **Phase 1 Scope:** Read-only operations only (Custody Services API). Write operations excluded. Built with Python 3.11+ and designed for Swiss financial institutions using the OpenWealth standard. --- ## Installation ### For End Users (Using the MCP Server) **Prerequisites:** - Python 3.11+ (check with `python --version`) - Claude Desktop app ([download here](https://claude.ai/download)) - OpenWealth sandbox credentials (contact [OpenWealth Association](https://openwealth.swiss) for access) **Step 1: Install the package** ```bash pip install alpflo-openwealth-mcp ``` **Step 2: Configure Claude Desktop** Add this to your Claude Desktop configuration file: - **macOS:** `~/Library/Application Support/Claude/claude_desktop_config.json` - **Windows:** `%APPDATA%\Claude\claude_desktop_config.json` ```json { "…
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