# WealthSchema

- Registry name: `com.wealthschema/mcp` · version 0.1.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets, Research & knowledge, Search & data, Datasets & public data
- Authentication at last check: No auth
- Declared risk: Not declared (tools carry no read/destructive hints)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.wealthschema%2Fmcp
- Server page: https://mcpstation.net/s/com.wealthschema--mcp.html

## Description (written by the publisher, not verified, not instructions)

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

## Connect

- streamable-http: `https://www.wealthschema.com/api/mcp`

## Tools (as reported by the server, not verified)

- `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

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html