{"domain":"wealthschema.com","name":"WealthSchema","url":"https://inite.ai/en/atlas/wealthschema.com","site":"https://wealthschema.com","summary":"Serves cited tax and retirement planning figures over an API, plus synthetic household data and graded benchmarks for testing AI in wealth management.","forWhom":"Wealthtech, fintech and AI builders who need cited planning figures and synthetic test data for regulated wealth software","useCases":["Test AI agents against decisions with known answer keys","Pull cited 2026 tax limits into software at request time","Build and demo without real customer data"],"categories":["finance"],"pricing":{"model":"freemium","freeTier":true,"startsAt":{"amount":49,"currency":"USD","per":"month"},"page":"https://wealthschema.com/rule-sets","readOn":"2026-10-19"},"priceMoves":[],"interfaces":{"readOn":"2026-10-19","apiDocs":null,"openapi":null,"mcp":[{"name":"com.wealthschema/mcp","tie":"namespace","remotes":["https://www.wealthschema.com/api/mcp"],"packages":[],"probe":{"state":"open","checkedOn":"2026-10-19","toolCount":8,"tools":["list_archetypes","list_bundles","get_sample_household","describe_household_schema","get_purchase_link","list_reference_parameters","get_reference_parameter","get_planning_benchmark"],"serverName":"wealthschema"}}],"mcpServerCard":null,"status":null},"mcpMeasured":{"server":"https://www.wealthschema.com/api/mcp","checkedSince":"2026-10-19","dailyChecks":8,"uptimePercent":100,"medianMs":244,"signIn":"none","tools":8,"contextTokens":838,"definitionsGrade":"B","definitionsScore":83,"typedResults":0,"failingChecks":{"annotations":8},"warnings":{},"coverage":{"share":null,"cases":[{"useCase":"Test AI agents against decisions with known answer keys","verdict":"unsure","firstTool":null,"checks":["Each tested decision is scored against its known answer key.","The results show which answers matched and which did not.","The benchmark covers the decisions that were submitted."]},{"useCase":"Pull cited 2026 tax limits into software at request time","verdict":"unsure","firstTool":null,"checks":["The returned figures are the 2026 tax limits requested.","Each figure carries the source it is cited from.","The figures are returned when the software requests them."]},{"useCase":"Build and demo without real customer data","verdict":"unsure","firstTool":null,"checks":["The household data used in the build is synthetic.","No real customer records appear anywhere in the demo.","The synthetic data covers the households the demo needs."]}]},"adoption":{"npmWeekly":null,"pypiWeekly":null,"githubStars":null},"score":{"value":94,"parts":{"reliability":100,"definitions":83,"context":100},"penalties":[]},"advice":{"verdict":"unproven","why":["whether its tools do the product's job has not been judged yet"],"how":[]},"method":"https://inite.ai/en/atlas/mcp/report"},"connect":{"order":["mcp","llmsTxt"],"mcp":[{"name":"com.wealthschema/mcp","url":"https://www.wealthschema.com/api/mcp","answers":"open","checkedOn":"2026-10-19","weakTie":false,"registry":"https://registry.modelcontextprotocol.io/v0/servers?search=com.wealthschema%2Fmcp","config":{"mcpServers":{"wealthschema":{"url":"https://www.wealthschema.com/api/mcp"}}},"install":{"transport":"http","claudeCode":"claude mcp add --transport http wealthschema https://www.wealthschema.com/api/mcp","cursor":"cursor://anysphere.cursor-deeplink/mcp/install?name=wealthschema&config=eyJ1cmwiOiJodHRwczovL3d3dy53ZWFsdGhzY2hlbWEuY29tL2FwaS9tY3AifQ%3D%3D","vscode":"vscode:mcp/install?%7B%22name%22%3A%22wealthschema%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fwww.wealthschema.com%2Fapi%2Fmcp%22%7D","connector":{"url":"https://www.wealthschema.com/api/mcp","note":"Add it as a custom connector in the client’s settings; the client opens the sign-in itself when the server asks for one."}}}],"openapi":null,"apiDocs":null,"llmsTxt":"https://wealthschema.com/llms.txt","status":null,"readOn":"2026-10-19"},"trust":{"readOn":"2026-10-19","certifications":[],"training":null},"used":0,"alive":87,"traits":{"buyer":"developer","deployment":"saas-only","developerFocus":true,"readAt":"2026-10-19"},"verifiedPlans":null,"fromVendor":null}