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WealthSchema

com.wealthschema/mcp · v0.1.0

Measured by MCP Station

Description written by the publisher, not verified

Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.

Connect

claude mcp add --transport http mcp https://www.wealthschema.com/api/mcp

{
  "mcpServers": {
    "mcp": {
      "url": "https://www.wealthschema.com/api/mcp"
    }
  }
}

Tools as reported by the server

• list_archetypes
  List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
• list_bundles
  List product bundles (themed household datasets) with use cases and one-time-purchase links.
• get_sample_household
  Get one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projections withheld). Free sample archetypes: F-01, A-01, H-01, H-02, S-01, R-01, RE-01, RL-01. Other archetypes are in the paid corpus.
• describe_household_schema
  Describe the top-level fields of a synthetic household record.
• get_purchase_link
  Get the one-time-purchase product URL for a bundle.
• list_reference_parameters
  List the U.S. federal financial-planning parameters for a tax year (keys, labels, domains), marking which are in the free sample. Optionally filter by domain.
• get_reference_parameter
  Get a source-verified U.S. federal financial-planning parameter by key and tax year, with its value and primary-source citation. Without a paid key, only the headline free-sample figures return values.
• get_planning_benchmark
  Get Planning Benchmark v2 - 50 free evaluation tasks for AI financial-advice systems with answer keys by construction: required figures cited to primary source documents, wrong-but-plausible stale values enumerated with reason codes (the Stale Figure Rate metric). Pass blind=true to omit the answer

Website · JSON · Text for agents · Registry updated 2026-09-24