Antevo Wealth

ch.antevo/wealthVersion 1.0.2

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

Status

Responds78 msNov 14, 2026, 13:41 UTCAnswered our handshake without sign-in.

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Last checked: Nov 14, 2026, 13:41 UTC
Latency: 78 ms
Remotes responding: 1 of 1
Sign-in: No sign-in
Hosting: Hosted outside the EU (detected)
Registry data as of: Nov 14, 2026, 22:14 UTC

Data from the official MCP Registry, checked by run.zero. How we check

Connect

Streamable HTTP

https://api.antevo.ch/mcp/wealth/mcpResponds78 msNov 14, 2026, 13:41 UTC

No sign-in

Claude Code

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

Claude Desktop and claude.ai

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Settings > Connectors > Add custom connector
Name: wealth
Remote MCP server URL: https://api.antevo.ch/mcp/wealth/mcp

Cursor

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

VS Code

code --add-mcp '{"name":"wealth","type":"http","url":"https://api.antevo.ch/mcp/wealth/mcp"}'

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Tools

42 tools

Tools of Antevo Wealth
	Description		Read-only	Idempotent	Open world
`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. 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 confirm=true and plan_id. For bonds, quantity is the nominal.	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. 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 confirm=true and plan_id. For bonds, quantity is the nominal.	No	No	No	No
`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 confirm=true and plan_id. Plans expire after 5 minutes.	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 confirm=true and plan_id. Plans expire after 5 minutes.	No	No	No	No
`draw_wealth_map`Draws a one-page map of where the user's wealth sits, from what the user says: every place grouped by country and by kind, how many institutions and countries a family would have to deal with, and what each institution sees. Takes names, kinds and countries only, never amounts or account numbers. Optional answers: owns_business (the user owns or co-owns a business), recent_liquidity (the user sold a business or property, or received a large sum, in the last two years) and who_knows (whether one person holds the full list today). The map restates the answers without judging them, and nothing is stored or added to the user's book.	Draws a one-page map of where the user's wealth sits, from what the user says: every place grouped by country and by kind, how many institutions and countries a family would have to deal with, and what each institution sees. Takes names, kinds and countries only, never amounts or account numbers. Optional answers: owns_business (the user owns or co-owns a business), recent_liquidity (the user sold a business or property, or received a large sum, in the last two years) and who_knows (whether one person holds the full list today). The map restates the answers without judging them, and nothing is stored or added to the user's book.	No	Yes	Yes	No
`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.	Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.	No	Yes	Yes	No
`get_correlations`Cross-asset correlations by effect type.	Cross-asset correlations by effect type.	No	Yes	Yes	No
`get_country_brief`Per-country geopolitical drilldown (ISO-2).	Per-country geopolitical drilldown (ISO-2).	No	Yes	Yes	No
`get_document`Metadata for one document.	Metadata for one document.	No	Yes	Yes	No
`get_drift_snapshot`Drift snapshot across the household's portfolios.	Drift snapshot across the household's portfolios.	No	Yes	Yes	No
`get_entity`One household entity in detail.	One household entity in detail.	No	Yes	Yes	No
`get_equity_fundamentals`Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.	Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`get_facility`One credit facility in full, including covenant headroom and pledged collateral.	One credit facility in full, including covenant headroom and pledged collateral.	No	Yes	Yes	No
`get_geo_map`Global geopolitical intelligence layers over a look-back window.	Global geopolitical intelligence layers over a look-back window.	No	Yes	Yes	No
`get_market_data`Market data for the user's watchlist, with signals where available.	Market data for the user's watchlist, with signals where available.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`get_open_breaches`Open compliance/policy breaches.	Open compliance/policy breaches.	No	Yes	Yes	No
`get_portfolio_drift`Drift of a portfolio versus its target allocation.	Drift of a portfolio versus its target allocation.	No	Yes	Yes	No
`get_portfolio_positions`Positions for a household, paginated, sorted by market value.	Positions for a household, paginated, sorted by market value.	No	Yes	Yes	No
`get_real_asset`One real asset in detail.	One real asset in detail.	No	Yes	Yes	No
`get_real_asset_economics`Real-asset economics — income, costs, net cashflow and net yield.	Real-asset economics — income, costs, net cashflow and net yield.	No	Yes	Yes	No
`get_recent_results`Recent auction-realised and list-price events over a look-back window.	Recent auction-realised and list-price events over a look-back window.	No	Yes	Yes	No
`get_risk`Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.	Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.	No	Yes	Yes	No
`get_signals_recent`Recent alt-asset trade signals over a look-back window (days_back).	Recent alt-asset trade signals over a look-back window (days_back).	No	Yes	Yes	No
`get_succession_checklist`The household's Legacy checklist: each item, its group and whether it is confirmed, open or not relevant, with the date it was confirmed. Notes are never returned. Read only.	The household's Legacy checklist: each item, its group and whether it is confirmed, open or not relevant, with the date it was confirmed. Notes are never returned. Read only.	No	Yes	Yes	No
`get_succession_readiness`How ready the household's succession plan is: a readiness band, the material gaps and what each one needs. People appear as roles (Principal, Spouse, Child A), never by name. Read only.	How ready the household's succession plan is: a readiness band, the material gaps and what each one needs. People appear as roles (Principal, Spouse, Child A), never by name. Read only.	No	Yes	Yes	No
`get_today_brief`The household's daily briefing — what matters today.	The household's daily briefing — what matters today.	No	Yes	Yes	No
`get_unread_alerts`Unread alerts for the household.	Unread alerts for the household.	No	Yes	Yes	No
`get_upcoming_calendar`Upcoming dividends, earnings and macro events that touch the book.	Upcoming dividends, earnings and macro events that touch the book.	No	Yes	Yes	No
`list_accounts`Accounts and custody for the household.	Accounts and custody for the household.	No	Yes	Yes	No
`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, succession readiness, and a wealth map drawn from what you say) behind a single connection.	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, succession readiness, and a wealth map drawn from what you say) behind a single connection.	No	Yes	Yes	No
`list_documents`Document metadata in the household vault.	Document metadata in the household vault.	No	Yes	Yes	No
`list_facilities`Credit facilities — balances, limits, rates, maturities, covenants, collateral.	Credit facilities — balances, limits, rates, maturities, covenants, collateral.	No	Yes	Yes	No
`list_family`Household entities — people and structures.	Household entities — people and structures.	No	Yes	Yes	No
`list_goals`Financial goals — target vs current funding, progress, gap and status.	Financial goals — target vs current funding, progress, gap and status.	No	Yes	Yes	No
`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.	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.	No	Yes	Yes	No
`list_layers`Catalogue of geopolitical map layers you can request.	Catalogue of geopolitical map layers you can request.	No	Yes	Yes	No
`list_published_content`Antevo's newest published videos, podcasts and research notes.	Antevo's newest published videos, podcasts and research notes.	No	Yes	Yes	No
`list_real_assets`Real assets — property, vessels, aircraft, art and collections.	Real assets — property, vessels, aircraft, art and collections.	No	Yes	Yes	No
`list_watchlist`The household's tracked instruments with price, momentum, how each leans and volatility.	The household's tracked instruments with price, momentum, how each leans and volatility.	No	Yes	Yes	No
`lookup_index_by_brand`Find alt-asset indices by brand or keyword (wine, watches, art, cars).	Find alt-asset indices by brand or keyword (wine, watches, art, cars).	No	Yes	Yes	No
`run_succession_rehearsal`A rehearsal of the first thirty days if the principal could not act, tested against what is recorded today. Three stages (Day 1: who is called; Week 1: what can be reached; Day 30: what can be paid), each step ready, blocked, not confirmed or not recorded, with what is missing. Blocked means Antevo can see the gap. Not confirmed means a checklist item nobody has ticked yet: ask the person which of those are in place, and pass on next_step, which says where they tick them. Counts and roles only, never a name or an account number. It tests the file, not the law, and it does not compare cash with costs yet. Nothing is stored. Read only.	A rehearsal of the first thirty days if the principal could not act, tested against what is recorded today. Three stages (Day 1: who is called; Week 1: what can be reached; Day 30: what can be paid), each step ready, blocked, not confirmed or not recorded, with what is missing. Blocked means Antevo can see the gap. Not confirmed means a checklist item nobody has ticked yet: ask the person which of those are in place, and pass on next_step, which says where they tick them. Counts and roles only, never a name or an account number. It tests the file, not the law, and it does not compare cash with costs yet. Nothing is stored. Read only.	No	Yes	Yes	No
`run_technical_analysis`Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.	Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.	No	Yes	Yes	No

Details

Registry status: Active
Published: Oct 18, 2026
Updated: Oct 18, 2026
Website: https://antevo.ch/mcp⁠ (opens in a new tab)
Repository: https://github.com/ANTEVO-CH/antevo-mcp⁠ (opens in a new tab)
Categories (suggested): Finance and paymentsSuggested categories are assigned automatically from the registry text and may be wrong. Verified operators can correct them.
GDPR: Not declared

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