WealthSchema
Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.
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Calidad y seguridad
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"mcp": {
"url": "https://www.wealthschema.com/api/mcp"
}
}
}Puntos de conexión remotos
https://www.wealthschema.com/api/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (8)
🟢list_archetypes
List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢list_bundles
List product bundles (themed household datasets) with use cases and one-time-purchase links.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_sample_household(archetypeId)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"archetypeId": {
"type": "string",
"description": "Archetype id, e.g. 'A-01' (see list_archetypes)."
}
},
"required": [
"archetypeId"
],
"additionalProperties": false
}🟢describe_household_schema
Describe the top-level fields of a synthetic household record.
Esquema de entrada
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_purchase_link(bundleId)
Get the one-time-purchase product URL for a bundle.
Esquema de entrada
{
"type": "object",
"properties": {
"bundleId": {
"type": "string",
"description": "Bundle id, e.g. 'B01' (see list_bundles)."
}
},
"required": [
"bundleId"
],
"additionalProperties": false
}🟢list_reference_parameters(domain, tax_year)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"domain": {
"type": "string",
"description": "Optional filter: retirement | tax | social_security | medicare | health | estate."
},
"tax_year": {
"type": "integer",
"enum": [
2026,
2027
],
"description": "Tax year (default 2026). 2027 is filled in as the IRS, SSA and CMS publish; see https://www.wealthschema.com/rule-sets/2027."
}
},
"additionalProperties": false
}🟢get_reference_parameter(key, tax_year)
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.
Esquema de entrada
{
"type": "object",
"properties": {
"key": {
"type": "string",
"description": "Parameter key, e.g. 'retirement.401k.elective_deferral.under_50' (see list_reference_parameters)."
},
"tax_year": {
"type": "integer",
"enum": [
2026,
2027
],
"description": "Tax year (default 2026). 2027 is filled in as the IRS, SSA and CMS publish; see https://www.wealthschema.com/rule-sets/2027."
}
},
"required": [
"key"
],
"additionalProperties": false
}🟢get_planning_benchmark(blind)
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 keys for blind evaluation. Scoreboard + protocol: https://www.wealthschema.com/benchmark ; commercial eval packs: https://www.wealthschema.com/ai-eval-sets
Esquema de entrada
{
"type": "object",
"properties": {
"blind": {
"type": "boolean",
"description": "Omit answer keys."
}
},
"additionalProperties": false
}Comunidad
Evidencia