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MCP live MCP 2026-07-28 streamable-http

Worthune Verified Financial Models

com.worthune/models

61 verified financial models and a household planning engine: 20 MCP tools, 6 keyless, specs cited.

Watch this dependency

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

Inspect evidence and set up a watch Share public evidence report
Uptime
100.0%
5 direct probes · 30d
Response
479ms
last probe
Tools
30
callable
Resources
0
readable
Prompts
0
available
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
30 tools, 0 resources, 0 prompts returned.
pass 3 or more catalogue items 10/10
30 items in total; 3 or more earns these points.
pass Describes itself 10/10
99 characters; more than 30 earns these points.

Tools · 30

list_models

List Worthune's Concordance-tested financial calculation models (an independent second implementation must agree with the engine, per the published spec). Returns model names and spec versions. Call g…

get_model_contract

Get a model's machine-readable contract: required inputs with types and valid domains, cross-field constraints, sentinel-value meanings, and the government constants (with sources) the model uses. Set…

run_model

Run a Concordance-tested calculation model. Inputs must satisfy the contract from get_model_contract (all fields required, values inside their domains — out-of-domain requests are rejected, never clam…

verify_claim

Verify claims about a model's outputs against the engine before presenting them to a user. Pass the model inputs plus one or more claims ({path, op, value}); each claim comes back verified, violated, …

create_household

Create a persistent household resource from a household-schema document (docs/household-schema-spec.md: members, accounts by tax wrapper, liabilities, income and expense streams). Validation rejects w…

get_household

Fetch a stored household document and its metadata by id.

list_households

List the organization's stored households — id, label, advisorRef, version, status, when it was last computed — without the documents (get_household returns one in full). Defaults to active households…

archive_household

Archive a stored household (never deleted: the row stays readable, leaves the active-household meter, and stops accepting writes or projections). The same operation as DELETE /api/v1/households/{id}.

list_decisions

The append-only history of coordination strategies run on a stored household, newest first — id, strategy, spec version, household version, record hash, when. Metadata only; get_decision returns one i…

get_decision

One stored decision in full: the decision object as it was produced, the household version it ran against, and its evidence record with the hashed inputs — enough to re-verify it with /api/v1/records/…

get_household_picture

One household, one picture: the balance sheet by wrapper and owner, income and spending this year, how current the last computation is against the engine's spec (the same drift reasons the weekly scan…

replace_household

Full-document replace with optimistic concurrency: pass expectedVersion (from get_household) and a stale write loses cleanly with the current version instead of clobbering a concurrent change.

patch_household

Apply a collection-level delta to a stored household without resending the whole document: set scalars (filingStatus, state), upsert entries by id (replace or append), remove entries by id. expectedVe…

project_household

Run the deterministic multi-year projection on a stored household — income, RMDs, federal + covered state tax, expenses, amortization, cash flow, net worth per year — optionally with seeded Monte Carl…

list_example_households

Twelve FICTIONAL households, each built to exercise a different part of the planning engine — accumulation, a Roth conversion window, drawdown on a low-basis portfolio, spousal Social Security coordin…

try_household_projection

Run the deterministic multi-year household projection on a document you pass in — income, RMDs, Roth conversions, federal and covered-state tax, expenses, amortization, the tax-grossed-up deficit draw…

import_households

Migrate a book (WS3.5): import up to 200 households in one call, with dryRun: true validating everything and writing NOTHING — iterate until the per-row, per-field report is clean, then run for real. …

draft_import_mapping

WS3.5c: AI drafts the mapping; determinism executes it. Send up to 10 sample records from an export (column → string cell) and get back a DRAFT mapping template for import_households' template + recor…

narrate_decision

The Verified Narrative: client- or advisor-ready prose for a stored decision (decision_id) or an inline decision object. A model drafts the narrative FROM the decision; a deterministic gate then extra…

decide_household

Run a Household Coordination Engine strategy on a stored household and get back a ranked decision object with evidence records. Strategies: withdrawal-sequencing (no params); roth-ladder (params.candi…

create_mandate

Assign a standing mandate: strategy-watch (one household, the strategies you choose), tax-optimization (one household, minimize-lifetime-tax, the tax strategies) or rules-change (the whole book, Growt…

list_mandates

The organization's mandates, newest first, optionally for one household or status, with an alert listing trigger events left open over an hour. Any key role. Same as GET /api/v1/mandates.

get_mandate

One mandate and its last 20 cycles, each with the strategies swept and the gate's reason for every candidate it did not propose (below the floor, cooldown, duplicate, max open), so 'why did nothing ha…

run_mandate

Record a manual trigger and run the mandate's cycle now: sweep its strategies on the household's current version, store each decision, and file proposals that clear the gate. Returns the cycle; read p…

list_proposals

Proposals Lodestar filed for a person to decide, newest first, optionally filtered by status (pending, approved, rejected, expired, superseded, stale, withdrawn), mandate or household. Each carries th…

review_proposal

Decide one pending proposal. APPROVER OR OWNER KEY ONLY: developer and viewer keys are refused, so the key that configures mandates cannot sign off their output. approve executes nothing; it writes on…

get_ledger

Ledger entries written by approvals, newest first, optionally for one mandate or household, with the total. Each is an evidence record (hash over its inputs and outputs, Ed25519-signed with the key at…

list_questions

Lodestar's questions about one field of a household's data (a taxable account with no cost basis, a Social Security stream with no amount, living expenses of zero), asked by deterministic checks in ev…

answer_question

Answer one open question. value proposes the corrected field as a data-change proposal that an approver or owner must approve before anything is written; confirm: true records that the data is right, …

manage_preferences

An advisor's standing preferences, which the gate enforces in every cycle: avoid-strategy (optionally until a date), min-value for a strategy, max-annual-conversion, avoid-alternative. action list (an…

How to use

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

{
  "mcpServers": {
    "worthune_verified_financial_models": {
      "url": "https://worthune.com/api/mcp/mcp",
      "transport": "streamable-http"
    }
  }
}