# WealthSchema (wealthschema.com)

Serves cited tax and retirement planning figures over an API, plus synthetic household data and graded benchmarks for testing AI in wealth management.

- Atlas card: https://inite.ai/en/atlas/wealthschema.com
- Site: https://wealthschema.com
- For: Wealthtech, fintech and AI builders who need cited planning figures and synthetic test data for regulated wealth software
- Categories: finance
- Use 0/100 · alive 87/100

## Used for

- 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

## Price

- from 49 USD/month, free plan (read 2026-10-19 on https://wealthschema.com/rule-sets)

## For developers

- MCP server: com.wealthschema/mcp (namespace; open on 2026-10-19, 8 tools)
- Read 2026-10-19

## MCP server, measured daily

Server: https://www.wealthschema.com/api/mcp, checked every day since 2026-10-19 (8 checks).

- Answered: 100% of daily checks
- Median first answer: 244 ms
- Sign-in: none
- Context its tool definitions take: about 838 tokens (8 tools)
- Tool definitions: B, 83/100
- Failing "annotations": 8 of 8 tools
- Method: https://inite.ai/en/atlas/mcp/report

## Your data

- Certifications stated: none
- Read 2026-10-19

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Source: INITE Atlas, https://inite.ai/en/atlas/wealthschema.com. JSON: https://inite.ai/api/atlas/wealthschema.com. MCP: https://inite.ai/api/mcp (atlas_lookup).