Antevo Wealth
The family estate in full — what you hold, what you owe, and what it is exposed to.
Connect it
Settings → Connectors → Add custom connector
URL: https://api.antevo.ch/mcp/wealth/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://api.antevo.ch/mcp/wealth/mcp{
"mcpServers": {
"wealth": {
"url": "https://api.antevo.ch/mcp/wealth/mcp"
}
}
}claude mcp add --transport http wealth https://api.antevo.ch/mcp/wealth/mcp{
"servers": {
"wealth": {
"type": "http",
"url": "https://api.antevo.ch/mcp/wealth/mcp"
}
}
}38 tools, verified live
get_net_worthread-onlyWhat the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted.
get_exposure_toread-onlyHow much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct â sector resolves for only part of the book.
list_householdsread-onlyThe households this user belongs to, with their ids. Needed only when they belong to more than one â otherwise omit household_id and it resolves to theirs.
get_portfolio_positionsread-onlyPositions for a household, paginated, sorted by market value.
list_accountsread-onlyAccounts and custody for the household.
get_riskread-onlyRisk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard â volatility, VaR, concentration, drawdown.
get_portfolio_driftread-onlyDrift of a portfolio versus its target allocation.
list_facilitiesread-onlyCredit facilities â balances, limits, rates, maturities, covenants, collateral.
get_facilityread-onlyOne credit facility in full, including covenant headroom and pledged collateral.
list_real_assetsread-onlyReal assets â property, vessels, aircraft, art and collections.
get_real_assetread-onlyOne real asset in detail.
get_real_asset_economicsread-onlyReal-asset economics â income, costs, net cashflow and net yield.
get_briefread-onlyToday's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored â regime, themes, risks.
get_market_dataread-onlyMarket data for the user's watchlist, with signals where available.
list_published_contentread-onlyPublished video, audio and research notes â the desk's catalogue.
lookup_index_by_brandread-onlyFind alt-asset indices by brand or keyword (wine, watches, art, cars).
get_recent_resultsread-onlyRecent auction-realised and list-price events over a look-back window.
get_signals_recentread-onlyRecent alt-asset trade signals over a look-back window (days_back).
get_correlationsread-onlyCross-asset correlations by effect type.
get_equity_fundamentalsread-onlyEquity fundamentals â financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
run_technical_analysisread-onlyTechnical analysis for any instrument â how indicators lean, the regime, or a full backtest.
list_layersread-onlyCatalogue of geopolitical map layers you can request.
get_geo_mapread-onlyGlobal geopolitical intelligence layers over a look-back window.
get_country_briefread-onlyPer-country geopolitical drilldown (ISO-2).
list_watchlistread-onlyThe household's tracked instruments with price, momentum, how each leans and volatility.
list_goalsread-onlyFinancial goals â target vs current funding, progress, gap and status.
get_today_briefread-onlyThe household's daily briefing â what matters today.
get_unread_alertsread-onlyUnread alerts for the household.
get_open_breachesread-onlyOpen compliance/policy breaches.
get_drift_snapshotread-onlyDrift snapshot across the household's portfolios.
get_upcoming_calendarread-onlyUpcoming dividends, earnings and macro events that touch the book.
list_familyread-onlyHousehold entities â people and structures.
get_entityread-onlyOne household entity in detail.
list_documentsread-onlyDocument metadata in the household vault.
get_documentread-onlyMetadata for one document.
create_portfolioCreate an empty portfolio (and the account it sits in) in the user's household, e.g. one per bank or broker. Records structure only; nothing is bought or sold. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and only if they approve call again with confirm=true and plan_id. Plans expire after 5 minutes.
add_positionRecord a holding the user already owns: a security (ISIN preferred; an exact ticker or a name also works) and a quantity, in one of their portfolios. Never buys or sells. If the name matches several securities the tool returns the candidates â ask the user which, then call again with that ISIN. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and o
list_capabilitiesread-onlyWhat this Antevo Wealth connector exposes â the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.
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