WealthSchema
Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.
사용해야 할까요
품질 및 안전성
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"mcp": {
"url": "https://www.wealthschema.com/api/mcp"
}
}
}원격 엔드포인트
https://www.wealthschema.com/api/mcpstreamable-http할 수 있는 일
도구 목록
도구 (8)
🟢list_archetypes
List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢list_bundles
List product bundles (themed household datasets) with use cases and one-time-purchase links.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_purchase_link(bundleId)
Get the one-time-purchase product URL for a bundle.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"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
입력 스키마
{
"type": "object",
"properties": {
"blind": {
"type": "boolean",
"description": "Omit answer keys."
}
},
"additionalProperties": false
}커뮤니티
증거