WealthSchema
Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"mcp": {
"url": "https://www.wealthschema.com/api/mcp"
}
}
}Remote endpoints
https://www.wealthschema.com/api/mcpstreamable-httpWhat it can do
Tool inventory
Tools (8)
🟢list_archetypes
List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢list_bundles
List product bundles (themed household datasets) with use cases and one-time-purchase links.
Input Schema
{
"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.
Input Schema
{
"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.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢get_purchase_link(bundleId)
Get the one-time-purchase product URL for a bundle.
Input Schema
{
"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.
Input Schema
{
"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.
Input Schema
{
"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
Input Schema
{
"type": "object",
"properties": {
"blind": {
"type": "boolean",
"description": "Omit answer keys."
}
},
"additionalProperties": false
}Community
Evidence