How to Use the Wise MCP in Claude

Q: How does the MCP Server handle Wise balance information when using Claude Desktop?

The server provides access to both listbalances and getbalance. When you ask your agent for current funds, it uses these tools to fetch live multi-currency data directly into the chat.

Q: Can I use Wise transfer details within Claude Desktop?

Yes. You can list all past activity using listtransfers or check specific transaction records by calling gettransfer. The agent presents these structured data points right where you're chatting.

Q: Does Wise support multi-currency tracking with Claude Desktop?

Absolutely. By running the listbalances tool, your AI client gets a clear view of all currencies associated with your accounts, making global finance management simple within the chat.

Q: If I need to create a quote for Wise transfers, what do I use in Claude Desktop?

You'll trigger the createquote tool. This function generates an immediate transfer quote that your agent can then include in its response, making the data actionable.

Manage multi-currency transfers and balances directly in your chat interface with Claude Desktop.

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Connect Wise MCP to Claude Desktop

Create your Vinkius account to connect Wise to Claude Desktop and route execution through our secure gateway. The platform manages server hosting, runtime updates, and security layers. Configuration requires no manual server provisioning.

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Setup Wise with Claude Desktop

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Check Live Financial Status using the MCP Server

You can run `list_balances` to get a summary of all currencies you hold. It also lets you drill down by calling `get_balance`, providing specific details on any single account. This gives your AI agent immediate visibility into global holdings, letting you track everything without logging into the actual Wise portal.

Manage Payments and Transfers with Claude Desktop

Need to see who you're paying? Use `list_recipients` to pull a list of known contacts. You can also check historical data by listing all transactions via `list_transfers` or getting specifics using `get_transfer`. This means your agent has the context it needs to answer questions about past payments and set up new ones.

Get Live Exchange Rates and Quotes

The server provides a live rate check with `get_exchange_rate`, so you always know what money is worth. Furthermore, running `create_quote` generates an immediate transfer quote for your AI client to use. This capability ensures that any financial plan generated by Claude Desktop uses real-time market data.

Setup guide

Set up Wise MCP in Claude Web or Desktop

1

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.
2

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL: https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.
3

Start a conversation

Open a new chat. The Wise MCP tools are available immediately — no restart needed.

Endpoint URL

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

No configuration file needed — paste the URL directly in the Claude web interface.

Available on Free (1 connector), Pro, Max, Team, and Enterprise plans.

Prerequisites

Claude Desktop installed (macOS or Windows)
Active Vinkius subscription with a valid endpoint token

1

Open Claude Desktop Settings

Click the menu icon at the top-left corner, go to Settings → Developer → Edit Config. This opens claude_desktop_config.json in your default text editor.
2

Paste the Wise MCP configuration

Copy the JSON snippet on the right into the mcpServers object. Replace [YOUR_TOKEN_HERE] with your endpoint token from cloud.vinkius.com.
3

Restart Claude Desktop

Close and reopen the application. Claude needs a full restart to load new MCPs — refreshing a conversation is not enough.
4

Verify the connection

Open a new conversation. Click the 🔌 icon at the bottom of the message input. You should see tools listed under wise-mcp.

json

{
  "mcpServers": {
    "wise-mcp": {
      "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
    }
  }
}

Get your connection token →

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by Wise. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

Why Choose Vinkius

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Common questions about Wise MCP in Claude Desktop

The server provides access to both `list_balances` and `get_balance`. When you ask your agent for current funds, it uses these tools to fetch live multi-currency data directly into the chat.

Yes. You can list all past activity using `list_transfers` or check specific transaction records by calling `get_transfer`. The agent presents these structured data points right where you're chatting.

Absolutely. By running the `list_balances` tool, your AI client gets a clear view of all currencies associated with your accounts, making global finance management simple within the chat.

You'll trigger the `create_quote` tool. This function generates an immediate transfer quote that your agent can then include in its response, making the data actionable.

The server primarily touches multi-currency balance and account statement data through tools like `list_balances` and `list_statements`.

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