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Antevo Wealth MCP Server

answering

Antevo Wealth is answering right now. Last checked 3 min ago. It exposes 38 tools. Last commit 24 Oct 2026.

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

Uptime history 76 days of history · worst day 49%
76 days agonow
50.3%
Uptime 24h
92 of 183 checks
38
Tools
read from the server
233 ms
Response time
average over 24h
0
Stars
last commit 24 Oct 2026

What changed 19

Every tool that appeared, vanished or quietly changed what it asks for. Recorded since 3 September 2026. No other catalogue keeps this.

25 Oct a tool description was rewritten list_published_content
7 Oct 2 tools appeared add_position, create_portfolio
15 Sep 2 tool descriptions were rewritten list_watchlist, run_technical_analysis
9 Sep 7 tools disappeared get_executive_brief, get_executive_desk, get_household_aum and 4 more
9 Sep 4 tools appeared get_brief, get_exposure_to, get_risk and 1 more
9 Sep a tool description was rewritten get_net_worth
9 Sep a tool changed the parameters it asks for get_net_worth
3 Sep a tool appeared list_households

Antevo Wealth does not always answer

Over the last week it answered 50.0% of our checks. We check every 15 minutes, so you hear about the next outage within the hour — not from your users.

Three servers free · no card

Connect this server

Endpoint below is the one we actually reach during checks — not the one copied from a README. Last verified 3 min ago.

run in your terminal
claude mcp add wealth --transport http https://api.antevo.ch/mcp/wealth/mcp
Settings → Connectors → Add custom connector, then paste this address
https://api.antevo.ch/mcp/wealth/mcp
~/.codex/config.toml
[mcp_servers.wealth]
url = "https://api.antevo.ch/mcp/wealth/mcp"
.cursor/mcp.json
{
  "mcpServers": {
    "wealth": {
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}
.vscode/mcp.json
{
  "servers": {
    "wealth": {
      "type": "http",
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

This server publishes 1 more address. The block above uses the one we reach during checks; the full list is under Endpoints below, and the author may intend a particular one for your client.

Available tools 38

Read directly from the server with tools/list, grouped by what they act on. If a tool disappears, we record the date.

portfolio
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 approve call again with confirm=true and plan_id. Plans expire after 5 minutes.
get_portfolio_drift
Drift of a portfolio versus its target allocation.
get_portfolio_positions
Positions for a household, paginated, sorted by market value.
real
get_real_asset
One real asset in detail.
get_real_asset_economics
Real-asset economics — income, costs, net cashflow and net yield.
list_real_assets
Real assets — property, vessels, aircraft, art and collections.
accounts
list_accounts
Accounts and custody for the household.
brief
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.
capabilities
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) behind a single connection.
correlations
get_correlations
Cross-asset correlations by effect type.
country
get_country_brief
Per-country geopolitical drilldown (ISO-2).
document
get_document
Metadata for one document.
documents
list_documents
Document metadata in the household vault.
drift
get_drift_snapshot
Drift snapshot across the household's portfolios.
entity
get_entity
One household entity in detail.
equity
get_equity_fundamentals
Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
exposure
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.
facilities
list_facilities
Credit facilities — balances, limits, rates, maturities, covenants, collateral.
facility
get_facility
One credit facility in full, including covenant headroom and pledged collateral.
family
list_family
Household entities — people and structures.
geo
get_geo_map
Global geopolitical intelligence layers over a look-back window.
goals
list_goals
Financial goals — target vs current funding, progress, gap and status.
households
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.
layers
list_layers
Catalogue of geopolitical map layers you can request.
lookup
lookup_index_by_brand
Find alt-asset indices by brand or keyword (wine, watches, art, cars).
market
get_market_data
Market data for the user's watchlist, with signals where available.
net
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.
open
get_open_breaches
Open compliance/policy breaches.
position
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 with that ISIN. 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. For bonds, quantity is the nominal.
published
list_published_content
Antevo's newest published videos, podcasts and research notes.
recent
get_recent_results
Recent auction-realised and list-price events over a look-back window.
risk
get_risk
Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
signals
get_signals_recent
Recent alt-asset trade signals over a look-back window (days_back).
technical
run_technical_analysis
Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.
today
get_today_brief
The household's daily briefing — what matters today.
unread
get_unread_alerts
Unread alerts for the household.
upcoming
get_upcoming_calendar
Upcoming dividends, earnings and macro events that touch the book.
watchlist
list_watchlist
The household's tracked instruments with price, momentum, how each leans and volatility.

Tools removed

Tools this server used to expose. Anything built against them stopped working on the day they went.

get_executive_brief
removed 9 Sep 2026
get_executive_desk
removed 9 Sep 2026
get_household_aum
removed 9 Sep 2026
get_market_brief
removed 9 Sep 2026
get_portfolio_risk
removed 9 Sep 2026
get_portfolio_summary
removed 9 Sep 2026
get_risk_dashboard
removed 9 Sep 2026

Endpoints

URLTransportStateLatencyChecked
https://api.antevo.ch/mcp/wealth/mcp streamable-http answering 294 ms 3 min ago
https://api.antevo.ch/mcp/wealth/sse sse answering 236 ms 4 min ago

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Antevo Wealth — questions

Answers built from our own checks of this server.

What can Antevo Wealth do?
It exposes 38 tools, read directly from the server on our last check. Among them: add_position, create_portfolio, get_brief, get_correlations, get_country_brief, get_document and 32 more. The full list with descriptions is on this page — we take it from the server itself via tools/list, not from a README. How MCP servers expose tools in the first place →
What is Antevo Wealth mostly used for?
Its tools cluster around portfolio and real. That is what this server is built to work with — the grouping comes from the actual tool names, not from a category we assigned.
Is Antevo Wealth working right now?
We send a real MCP handshake every 15 minutes. Over the last 24 hours 92 of 183 checks got a reply (50.3%), average response time 233 ms. The bar chart above shows every period we have measured.
Did Antevo Wealth ever remove tools?
Yes. get_executive_brief, get_executive_desk, get_household_aum, get_market_brief and 3 more are no longer exposed — we recorded the date each one disappeared. A tool vanishing usually means a breaking change for anything that depended on it.
How do I connect Antevo Wealth?
Copy the ready config from this page. We generate it for Claude Code, Claude Desktop, Codex, Cursor and VS Code, each in the form that client actually reads. It is a remote server, so there is nothing to install — the client connects to the address.
Does Antevo Wealth need an API key?
No. Antevo Wealth completed a full MCP handshake with us as an anonymous client and listed its tools without asking for anything. All 38 of them are readable on this page. This is what we observed, not what the docs claim.
How fast is Antevo Wealth?
It answers our handshake in 233 ms on average, which is faster than 71% of all working MCP servers we measure. The comparison comes from our own checks across the whole registry, every 15 minutes.
Is Antevo Wealth open source?
The code is open source: it is published under the MIT licence, 0 stars on GitHub and 1 open issue. The licence covers the code in the repository, not the hosted service at api.antevo.ch, which runs on its operator's own terms.