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WealthSchema MCP server

Which servers in the official MCP registry are WealthSchema's own, whether they answer, and what they offer. A program checked each of these, nobody copied them from a product page.

read 2026-10-19

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Whose server it is
  • Registry namecom.wealthschema/mcpverified in the MCP registry

The registry name sits under wealthschema.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

When we asked itchecked 2026-10-19
  • Stateanswerschecked 2026-10-19
  • Tools8
  • Server calls itselfwealthschema
  • Server version0.1.0
  • Protocol version2025-06-18

On 2026-10-19 the server answered initialize and tools/list without a sign-in. First answer in 189 ms.

Should an agent connect itNot proven either way yet
  • Whether its tools do the product's job has not been judged yet.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

Measured dailydaily checks: 8, the first on 2026-10-19
  • INITE MCP score94 of 100answers 100 · definitions 83 · context 100
  • Answered100% of days8 of 8 daily checks
  • Median first answer244 ms
  • Space in an agent's context≈ 838 tokensthe definitions of all its tools (8), which an agent carries on every turn
  • Tool definitionsB · 83 of 100
  • Typed results0 of 8 toolsdeclared outputSchema: results come typed, read once
  • Not saying whether it only reads or can destroy: 8 of 8

What an agent can do with it

  • not sure · Test AI agents against decisions with known answer keys
  • not sure · Pull cited 2026 tax limits into software at request time
  • not sure · Build and demo without real customer data

Each of the product's use cases, put to Jev against this server's tool list: can an agent do it with these tools?

Worth a look

None of the five warning signs in these definitions.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (30%), doing the product's job (25%), definitions (20%), context (10%) and use (15%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

Tools it offers8 tools · read 2026-10-19
  • 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…

  • 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…

How to connect

Add the server to your MCP client config. Claude Desktop, Cursor and most other clients read this shape:

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

Add it

Claude Code, in a terminal

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

Add to CursorAdd to VS Code

claude.ai, ChatGPT and other clients: add https://www.wealthschema.com/api/mcp as a custom connector in the settings.

Each line is something a program found when it went looking: the registry entry, the server's own answer, a spec that parses. A missing line means we did not find it, not that it does not exist.