WealthSchema

Reliability

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How to connect

Add it to any MCP client that supports remote servers.

{
  "mcpServers": {
    "wealthschema": {
      "type": "http",
      "url": "https://www.wealthschema.com/api/mcp"
    }
  }
}

8 tools

• list_archetypes

  List all synthetic household archetypes (id, name, life stage, wealth tier, household type).

• list_bundles

  List product bundles (themed household datasets) with use cases and one-time-purchase links.

• get_sample_household

  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.

• describe_household_schema

  Describe the top-level fields of a synthetic household record.

• get_purchase_link

  Get the one-time-purchase product URL for a bundle.

• list_reference_parameters

  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.

• get_reference_parameter

  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.

• get_planning_benchmark

  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…

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