Antevo Wealth

Connect Remote server

claude mcp add --transport http wealth https://api.antevo.ch/mcp/wealth/mcp

{
  "mcpServers": {
    "wealth": {
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

{
  "servers": {
    "wealth": {
      "type": "http",
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.antevo.ch/mcp/wealth/mcp

Tools 42 found in our last check

• get_net_worth

  What 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_to

  How 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 — sector resolves for only part of the book.

• list_households

  The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs.

• get_portfolio_positions

  Positions for a household, paginated, sorted by market value.

• list_accounts

  Accounts and custody for the household.

• get_risk

  Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.

• get_portfolio_drift

  Drift of a portfolio versus its target allocation.

• list_facilities

  Credit facilities — balances, limits, rates, maturities, covenants, collateral.

• get_facility

  One credit facility in full, including covenant headroom and pledged collateral.

• list_real_assets

  Real assets — property, vessels, aircraft, art and collections.

• get_real_asset

  One real asset in detail.

• get_real_asset_economics

  Real-asset economics — income, costs, net cashflow and net yield.

• get_brief

  Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.

• get_market_data

  Market data for the user's watchlist, with signals where available.

• list_published_content

  Antevo's newest published videos, podcasts and research notes.

• lookup_index_by_brand

  Find alt-asset indices by brand or keyword (wine, watches, art, cars).

• get_recent_results

  Recent auction-realised and list-price events over a look-back window.

• get_signals_recent

  Recent alt-asset trade signals over a look-back window (days_back).

• get_correlations

  Cross-asset correlations by effect type.

• get_equity_fundamentals

  Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

• run_technical_analysis

  Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

• list_layers

  Catalogue of geopolitical map layers you can request.

• get_geo_map

  Global geopolitical intelligence layers over a look-back window.

• get_country_brief

  Per-country geopolitical drilldown (ISO-2).

• list_watchlist

  The household's tracked instruments with price, momentum, how each leans and volatility.

• list_goals

  Financial goals — target vs current funding, progress, gap and status.

• get_today_brief

  The household's daily briefing — what matters today.

• get_unread_alerts

  Unread alerts for the household.

• get_open_breaches

  Open compliance/policy breaches.

• get_drift_snapshot

  Drift snapshot across the household's portfolios.

• get_upcoming_calendar

  Upcoming dividends, earnings and macro events that touch the book.

• list_family

  Household entities — people and structures.

• get_entity

  One household entity in detail.

• list_documents

  Document metadata in the household vault.

• get_document

  Metadata for one document.

• get_succession_readiness

  How ready the household's succession plan is: a readiness band, the material gaps and what each one needs. People appear as roles (Principal, Spouse, Child A), never by name. Read only.

• get_succession_checklist

  The household's Legacy checklist: each item, its group and whether it is confirmed, open or not relevant, with the date it was confirmed. Notes are never returned. Read only.

• run_succession_rehearsal

  A rehearsal of the first thirty days if the principal could not act, tested against what is recorded today. Three stages (Day 1: who is called; Week 1: what can be reached; Day 30: what can be paid), each step ready, blocked, not confirmed or not recorded, with what is missing.…

• draw_wealth_map

  Draws a one-page map of where the user's wealth sits, from what the user says: every place grouped by country and by kind, how many institutions and countries a family would have to deal with, and what each institution sees. Takes names, kinds and countries only, never amounts o…

• create_portfolio

  Create 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 appro…

• add_position

  Record 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 — ask the user which, then call again…

• list_capabilities

  What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents, succession readiness, and a wealth map drawn from what you say) behind a sin…

Details

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