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MCP live MCP 2025-06-18 streamable-http

Antevo Wealth

ch.antevo/wealth

The family estate in full — what you hold, what you owe, and what it is exposed to.

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Watch this dependency

Get before/after evidence when observed tools, schemas, authentication access, availability or the endpoint changes.

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Uptime
100.0%
4 direct probes · 30d
Response
208ms
last probe
Tools
38
callable
Resources
0
readable
Prompts
8
available
Primary URL
https://api.antevo.ch/mcp/wealth/mcp
Score: 100/100
Handshake verified by our own probe.
why this score
pass Answers the MCP handshake 50/50
The handshake and the list calls succeeded on the primary URL.
pass Lists tools, resources or prompts 30/30
38 tools, 0 resources, 8 prompts returned.
pass 3 or more catalogue items 10/10
46 items in total; 3 or more earns these points.
pass Describes itself 10/10
83 characters; more than 30 earns these points.

Tools · 38

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 d…

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…

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.

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 con…

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 s…

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, document…

Prompts · 8

morning_brief

The morning read — what matters today and what needs a decision.

review_watchlist

Go through the watchlist — movers, signals, regime and volatility.

review_goals

Funding progress against targets — what is on track and what is at risk.

equity_memo

A memo on one instrument — fundamentals, valuation and peers.

technical_read

The technical read on one instrument — how indicators lean, and the regime.

geopolitical_exposure

World risk mapped against where this household's capital actually sits.

brand_health_check

Alt-asset brand health — recent results, signals and correlations.

explain

Explain an Antevo concept in plain English, from the help kernel.

How to use

Add to your Claude Desktop / Cursor / Cline MCP config:

{
  "mcpServers": {
    "antevo_wealth": {
      "url": "https://api.antevo.ch/mcp/wealth/mcp",
      "transport": "streamable-http"
    }
  }
}

Source: github.com/ANTEVO-CH/antevo-mcp