WealthSchema
Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.
使うべきか
品質と安全性
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"mcp": {
"url": "https://www.wealthschema.com/api/mcp"
}
}
}リモートエンドポイント
https://www.wealthschema.com/api/mcpstreamable-httpできること
ツール一覧
ツール（8）
🟢list_archetypes
List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢list_bundles
List product bundles (themed household datasets) with use cases and one-time-purchase links.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_purchase_link(bundleId)
Get the one-time-purchase product URL for a bundle.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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
入力スキーマ
{
"type": "object",
"properties": {
"blind": {
"type": "boolean",
"description": "Omit answer keys."
}
},
"additionalProperties": false
}コミュニティ
エビデンス