MCP server

Antevo Wealth Official

ch.antevo/wealth

Checked 26 Oct 2026, 08:29 UTC · Connected to it and listed its tools

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

Website Source

At a glance

Type

MCP server

Publisher

antevo.ch (verified by the MCP Registry)

Status

Working at last check

Tools

38

Token cost

About 4,200 tokens per request

Sets up in

Claude Code, Claude Desktop, Codex, Gemini CLI, Cursor, VS Code, Antigravity, ChatGPT, OpenAI API, Grok

Last checked

26 Oct 2026, 08:29 UTC

Connect it to your agent

Add to CursorAdd to VS CodeVS Code Insiders

Opens the app, which shows the server and asks you to confirm. For other apps, copy the setup below.

Claude Code

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

Claude Desktop

Settings → Connectors → Add custom connector, and paste the URL.

Codex (config.toml)

[mcp_servers.wealth]
url = "https://api.antevo.ch/mcp/wealth/mcp"

Gemini CLI

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

Cursor

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

VS Code

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

Antigravity

agy mcp add wealth https://api.antevo.ch/mcp/wealth/mcp

ChatGPT

Settings → Apps & Connectors → Advanced settings: turn on Developer mode, then Create a connector and paste the URL. Which plans can do this varies.

OpenAI API (Responses tools)

{"type":"mcp","server_label":"wealth","server_url":"https://api.antevo.ch/mcp/wealth/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"wealth","server_url":"https://api.antevo.ch/mcp/wealth/mcp"}

Tools

• add_position ~344 tokens
  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. Modi
• create_portfolio ~246 tokens
  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 co
• get_brief ~107 tokens
  Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
• get_correlations ~84 tokens
  Cross-asset correlations by effect type.
• get_country_brief ~85 tokens
  Per-country geopolitical drilldown (ISO-2).
• get_document ~81 tokens
  Metadata for one document.
• get_drift_snapshot ~72 tokens
  Drift snapshot across the household's portfolios.
• get_entity ~64 tokens
  One household entity in detail.
• get_equity_fundamentals ~193 tokens
  Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
• get_exposure_to ~154 tokens
  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.
• get_facility ~81 tokens
  One credit facility in full, including covenant headroom and pledged collateral.
• get_geo_map ~139 tokens
  Global geopolitical intelligence layers over a look-back window.
• get_market_data ~56 tokens
  Market data for the user's watchlist, with signals where available.
• get_net_worth ~139 tokens
  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_open_breaches ~66 tokens
  Open compliance/policy breaches.
• get_portfolio_drift ~97 tokens
  Drift of a portfolio versus its target allocation.
• get_portfolio_positions ~111 tokens
  Positions for a household, paginated, sorted by market value.
• get_real_asset ~64 tokens
  One real asset in detail.
• get_real_asset_economics ~80 tokens
  Real-asset economics — income, costs, net cashflow and net yield.
• get_recent_results ~92 tokens
  Recent auction-realised and list-price events over a look-back window.
• get_risk ~112 tokens
  Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
• get_signals_recent ~91 tokens
  Recent alt-asset trade signals over a look-back window (days_back).
• get_today_brief ~71 tokens
  The household's daily briefing — what matters today.
• get_unread_alerts ~66 tokens
  Unread alerts for the household.
• get_upcoming_calendar ~94 tokens
  Upcoming dividends, earnings and macro events that touch the book.
• list_accounts ~84 tokens
  Accounts and custody for the household.
• list_capabilities ~104 tokens
  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.
• list_documents ~136 tokens
  Document metadata in the household vault.
• list_facilities ~113 tokens
  Credit facilities — balances, limits, rates, maturities, covenants, collateral.
• list_family ~66 tokens
  Household entities — people and structures.
• list_goals ~96 tokens
  Financial goals — target vs current funding, progress, gap and status.
• list_households ~81 tokens
  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.
• list_layers ~50 tokens
  Catalogue of geopolitical map layers you can request.
• list_published_content ~58 tokens
  Antevo's newest published videos, podcasts and research notes.
• list_real_assets ~127 tokens
  Real assets — property, vessels, aircraft, art and collections.
• list_watchlist ~81 tokens
  The household's tracked instruments with price, momentum, how each leans and volatility.
• lookup_index_by_brand ~94 tokens
  Find alt-asset indices by brand or keyword (wine, watches, art, cars).
• run_technical_analysis ~321 tokens
  Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

Browse

• Stocks and markets

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