MCP server

Worthune Verified Financial Models Official

com.worthune/models

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

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

Website

At a glance

Type

MCP server

Publisher

worthune.com (verified by the MCP Registry)

Status

Working at last check

Tools

30

Token cost

About 9,587 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 models https://worthune.com/api/mcp/mcp

Claude Desktop

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

Codex (config.toml)

[mcp_servers.models]
url = "https://worthune.com/api/mcp/mcp"

Gemini CLI

{"mcpServers":{"models":{"httpUrl":"https://worthune.com/api/mcp/mcp"}}}

Cursor

{"mcpServers":{"models":{"url":"https://worthune.com/api/mcp/mcp"}}}

VS Code

{"servers":{"models":{"type":"http","url":"https://worthune.com/api/mcp/mcp"}}}

Antigravity

agy mcp add models https://worthune.com/api/mcp/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":"models","server_url":"https://worthune.com/api/mcp/mcp","require_approval":"always"}

Grok (xAI API tools)

{"type":"mcp","server_label":"models","server_url":"https://worthune.com/api/mcp/mcp"}

Tools

• answer_question ~264 tokens
  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, and the same check will not ask about the field again. Send exactly one of them. Developer, approver
• archive_household ~145 tokens
  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}.
• create_household ~291 tokens
  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 with JSON-path errors — fix the payload in one pass. Returns the household id to use with get/replace
• create_mandate ~704 tokens
  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, Growth and above: when tax rules or your assumption profile change, finds and ranks every affected househ
• decide_household ~788 tokens
  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.candidates: [{annualAmountUsd, years}]); ss-claiming (params.candidateAges?: {memberId: [ages 62-70]}); a
• draft_import_mapping ~328 tokens
  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 + records path. Three deterministic gates run before anything returns: strict JSON, the transcription guard
• get_decision ~194 tokens
  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/verify or the SDKs' verifyRecord. Decisions stored before their inputs were retained are returned ha
• get_household ~118 tokens
  Fetch a stored household document and its metadata by id.
• get_household_picture ~252 tokens
  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 delivers), the newest decisions, and a data-quality report naming what is missing and what supplyin
• get_ledger ~230 tokens
  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 /api/v1/records/keys) naming the stored decision it came from. Values are PROJECTED and NOMINAL aga
• get_mandate ~168 tokens
  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 happen?' has an answer. Any key role. Same as GET /api/v1/mandates/{id}.
• get_model_contract ~261 tokens
  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 include_spec to also receive the full specification markdown (exact formulas, assumptions, exclusio
• import_households ~418 tokens
  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. Two shapes: households[] of { importKey, label?, household } documents, or template + records — a de
• list_decisions ~168 tokens
  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 in full. Same as GET /api/v1/households/{id}/decisions.
• list_example_households ~203 tokens
  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 coordination, running out of money, negative amortization, and more. Use one as a starting point for try_ho
• list_households ~177 tokens
  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; GET /api/v1/households returns every status — pass status: "all" for the same listing.
• list_mandates ~158 tokens
  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.
• list_models ~94 tokens
  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 get_model_contract before running a model.
• list_proposals ~290 tokens
  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 the recommendation and its intents verbatim from the decision, the projected value (NOMINAL horizon-en
• list_questions ~237 tokens
  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 every household cycle; at most one open per mandate. Filter by status (open, answered, confirmed, stal
• manage_preferences ~396 tokens
  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 (any role); add (an approver or owner key confirms it at once, a developer key only suggests it); confi
• narrate_decision ~308 tokens
  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 extracts every number in the draft and verifies each against the decision's own values — correctly-rounde
• patch_household ~402 tokens
  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. expectedVersion (from get_household) is REQUIRED — a delta is only meaningful against a version you have read.
• project_household ~676 tokens
  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 Carlo (same seed, same result). Assumptions: pass your own, pin a profile by id+version, or omit both fo
• replace_household ~228 tokens
  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.
• review_proposal ~350 tokens
  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 one signed projected-value ledger entry (a re-pin proposal moves the mandate to the newer profile vers
• run_mandate ~184 tokens
  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 proposals with list_proposals and the reasons with get_mandate. Developer or owner key. Same as POST
• run_model ~289 tokens
  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 clamped). The response echoes inputs, spec version, assumptions, triggered sentinels, and sourced consta
• try_household_projection ~805 tokens
  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, and net worth per year — optionally with a seeded Monte Carlo. NOTHING IS STORED: no household is
• verify_claim ~461 tokens
  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, or out-of-scope, with the engine's computed value as proof and a decision-record hash tying the verd

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