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Antevo Wealth

ch.antevo/wealth · v1.0.2

Measured by MCP Station

Description written by the publisher, not verified

The family estate in full — what you hold, what you owe, and what it is exposed to.

Connect

claude mcp add --transport http wealth https://api.antevo.ch/mcp/wealth/mcp

{
  "mcpServers": {
    "wealth": {
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

Tools as reported by the server

• get_net_worth
  What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
• get_exposure_to
  How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book.
• list_households
  The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.
• get_portfolio_positions
  Positions for a household, paginated, sorted by market value.
• list_accounts
  Accounts and custody for the household.
• get_risk
  Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
• get_portfolio_drift
  Drift of a portfolio versus its target allocation.
• list_facilities
  Credit facilities — balances, limits, rates, maturities, covenants, collateral.
• get_facility
  One credit facility in full, including covenant headroom and pledged collateral.
• list_real_assets
  Real assets — property, vessels, aircraft, art and collections.
• get_real_asset
  One real asset in detail.
• get_real_asset_economics
  Real-asset economics — income, costs, net cashflow and net yield.
• get_brief
  Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
• get_market_data
  Market data for the user's watchlist, with signals where available.
• list_published_content
  Published video, audio and research notes — the desk's catalogue.
• lookup_index_by_brand
  Find alt-asset indices by brand or keyword (wine, watches, art, cars).
• get_recent_results
  Recent auction-realised and list-price events over a look-back window.
• get_signals_recent
  Recent alt-asset trade signals over a look-back window (days_back).
• get_correlations
  Cross-asset correlations by effect type.
• get_equity_fundamentals
  Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
• run_technical_analysis
  Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.
• list_layers
  Catalogue of geopolitical map layers you can request.
• get_geo_map
  Global geopolitical intelligence layers over a look-back window.
• get_country_brief
  Per-country geopolitical drilldown (ISO-2).
• list_watchlist
  The household's tracked instruments with price, momentum, how each leans and volatility.
• list_goals
  Financial goals — target vs current funding, progress, gap and status.
• get_today_brief
  The household's daily briefing — what matters today.
• get_unread_alerts
  Unread alerts for the household.
• get_open_breaches
  Open compliance/policy breaches.
• get_drift_snapshot
  Drift snapshot across the household's portfolios.
• get_upcoming_calendar
  Upcoming dividends, earnings and macro events that touch the book.
• list_family
  Household entities — people and structures.
• get_entity
  One household entity in detail.
• list_documents
  Document metadata in the household vault.
• get_document
  Metadata for one document.
• create_portfolio
  Create an empty portfolio (and the account it sits in) in the user's household, e.g. one per bank or broker. Records structure only; nothing is bought or sold. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and only if they approve call again with co
• add_position
  Record a holding the user already owns: a security (ISIN preferred; an exact ticker or a name also works) and a quantity, in one of their portfolios. Never buys or sells. If the name matches several securities the tool returns the candidates — ask the user which, then call again with that ISIN. Modi
• list_capabilities
  What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.

Repository · Website · JSON · Text for agents · Registry updated 2026-10-18