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Antevo Wealth

by antevo.ch · remote · no sign-in to list tools · v1.0.2 · published by ch.antevo

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

Changes · 4
CompareRegistry entry

38 tools: 4 change things and 34 only read.

Scanned Oct 21, 2026

2 checks matched something in the tool definitions. No finding is not a safety guarantee. How the checks work.

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

Findings

Matches of fixed checks, with the text they matched.

2 warn
  • Warnrun_technical_analysis

    The server marks "run_technical_analysis" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "run_technical_analysis" says "run": a word for a change.

    What this check looks for
  • Warnget_open_breaches

    The server marks "get_open_breaches" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

    Matched text

    annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "get_open_breaches" says "get": a word for reading.

    What this check looks for

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

38 tools

Changes things 4Claude Code: ask
  • add_positionRecord 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.No findings

    Why it is in this group

    • The name "add_position" says "add": a word for a change.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Add position
    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
  • create_portfolioCreate an empty portfolio (and the account it sits in) in the user's household, e.g.No findings

    Why it is in this group

    • The name "create_portfolio" says "create": a word for a change.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Create portfolio
    • readOnlyHint: false
    • destructiveHint: false
    • idempotentHint: false
    • openWorldHint: false
  • get_open_breachesOpen compliance/policy breaches.1 finding

    Why it is in this group

    • The name "get_open_breaches" says "get": a word for reading.
    • The description's first verb is "open": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    Findings

    • Warn

      The server marks "get_open_breaches" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "get_open_breaches" says "get": a word for reading.

      What this check looks for
    Description, as the server wrote it
    Open compliance/policy breaches.

    Annotations the server declares

    • title: Get open breaches
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • run_technical_analysisTechnical analysis for any instrument — how indicators lean, the regime, or a full backtest.1 finding

    Why it is in this group

    • The name "run_technical_analysis" says "run": a word for a change.
    • The server marks it read-only (readOnlyHint: true), but an annotation never lowers a class.

    Findings

    • Warn

      The server marks "run_technical_analysis" read-only (readOnlyHint: true), and its own name, description or input give the class "write".

      Matched text

      annotations: {"readOnlyHint":true,"destructiveHint":false,"idempotentHint":true,"openWorldHint":false}; The name "run_technical_analysis" says "run": a word for a change.

      What this check looks for
    Description, as the server wrote it
    Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

    Annotations the server declares

    • title: Run technical analysis
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
Only reads 34Claude Code: allow
  • get_briefToday's read on markets.No findings

    Why it is in this group

    • The name "get_brief" says "get": a word for reading.
    Description, as the server wrote it
    Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.

    Annotations the server declares

    • title: Today's Brief
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_correlationsCross-asset correlations by effect type.No findings

    Why it is in this group

    • The name "get_correlations" says "get": a word for reading.
    Description, as the server wrote it
    Cross-asset correlations by effect type.

    Annotations the server declares

    • title: Get correlations
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_country_briefPer-country geopolitical drilldown (ISO-2).No findings

    Why it is in this group

    • The name "get_country_brief" says "get": a word for reading.
    Description, as the server wrote it
    Per-country geopolitical drilldown (ISO-2).

    Annotations the server declares

    • title: Get country brief
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_documentMetadata for one document.No findings

    Why it is in this group

    • The name "get_document" says "get": a word for reading.
    Description, as the server wrote it
    Metadata for one document.

    Annotations the server declares

    • title: Get document
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_drift_snapshotDrift snapshot across the household's portfolios.No findings

    Why it is in this group

    • The name "get_drift_snapshot" says "get": a word for reading.
    Description, as the server wrote it
    Drift snapshot across the household's portfolios.

    Annotations the server declares

    • title: Get drift snapshot
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_entityOne household entity in detail.No findings

    Why it is in this group

    • The name "get_entity" says "get": a word for reading.
    Description, as the server wrote it
    One household entity in detail.

    Annotations the server declares

    • title: Get entity
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_equity_fundamentalsEquity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.No findings

    Why it is in this group

    • The name "get_equity_fundamentals" says "get": a word for reading.
    Description, as the server wrote it
    Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

    Annotations the server declares

    • title: Get equity fundamentals
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_exposure_toHow much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it.No findings

    Why it is in this group

    • The name "get_exposure_to" says "get": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Get exposure to
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_facilityOne credit facility in full, including covenant headroom and pledged collateral.No findings

    Why it is in this group

    • The name "get_facility" says "get": a word for reading.
    Description, as the server wrote it
    One credit facility in full, including covenant headroom and pledged collateral.

    Annotations the server declares

    • title: Get facility
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_geo_mapGlobal geopolitical intelligence layers over a look-back window.No findings

    Why it is in this group

    • The name "get_geo_map" says "get": a word for reading.
    Description, as the server wrote it
    Global geopolitical intelligence layers over a look-back window.

    Annotations the server declares

    • title: Get geo map
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_market_dataMarket data for the user's watchlist, with signals where available.No findings

    Why it is in this group

    • The name "get_market_data" says "get": a word for reading.
    Description, as the server wrote it
    Market data for the user's watchlist, with signals where available.

    Annotations the server declares

    • title: Get market data
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_net_worthWhat 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…No findings

    Why it is in this group

    • The name "get_net_worth" says "get": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: Get net worth
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_portfolio_driftDrift of a portfolio versus its target allocation.No findings

    Why it is in this group

    • The name "get_portfolio_drift" says "get": a word for reading.
    Description, as the server wrote it
    Drift of a portfolio versus its target allocation.

    Annotations the server declares

    • title: Get portfolio drift
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_portfolio_positionsPositions for a household, paginated, sorted by market value.No findings

    Why it is in this group

    • The name "get_portfolio_positions" says "get": a word for reading.
    Description, as the server wrote it
    Positions for a household, paginated, sorted by market value.

    Annotations the server declares

    • title: Get portfolio positions
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_real_assetOne real asset in detail.No findings

    Why it is in this group

    • The name "get_real_asset" says "get": a word for reading.
    Description, as the server wrote it
    One real asset in detail.

    Annotations the server declares

    • title: Get real asset
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_real_asset_economicsReal-asset economics — income, costs, net cashflow and net yield.No findings

    Why it is in this group

    • The name "get_real_asset_economics" says "get": a word for reading.
    Description, as the server wrote it
    Real-asset economics — income, costs, net cashflow and net yield.

    Annotations the server declares

    • title: Get real asset economics
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_recent_resultsRecent auction-realised and list-price events over a look-back window.No findings

    Why it is in this group

    • The name "get_recent_results" says "get": a word for reading.
    Description, as the server wrote it
    Recent auction-realised and list-price events over a look-back window.

    Annotations the server declares

    • title: Get recent results
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_riskRisk for the household, or for one portfolio.No findings

    Why it is in this group

    • The name "get_risk" says "get": a word for reading.
    Description, as the server wrote it
    Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.

    Annotations the server declares

    • title: Get risk
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_signals_recentRecent alt-asset trade signals over a look-back window (days_back).No findings

    Why it is in this group

    • The name "get_signals_recent" says "get": a word for reading.
    Description, as the server wrote it
    Recent alt-asset trade signals over a look-back window (days_back).

    Annotations the server declares

    • title: Get signals recent
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_today_briefThe household's daily briefing — what matters today.No findings

    Why it is in this group

    • The name "get_today_brief" says "get": a word for reading.
    Description, as the server wrote it
    The household's daily briefing — what matters today.

    Annotations the server declares

    • title: Get today brief
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_unread_alertsUnread alerts for the household.No findings

    Why it is in this group

    • The name "get_unread_alerts" says "get": a word for reading.
    Description, as the server wrote it
    Unread alerts for the household.

    Annotations the server declares

    • title: Get unread alerts
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • get_upcoming_calendarUpcoming dividends, earnings and macro events that touch the book.No findings

    Why it is in this group

    • The name "get_upcoming_calendar" says "get": a word for reading.
    Description, as the server wrote it
    Upcoming dividends, earnings and macro events that touch the book.

    Annotations the server declares

    • title: Get upcoming calendar
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_accountsAccounts and custody for the household.No findings

    Why it is in this group

    • The name "list_accounts" says "list": a word for reading.
    Description, as the server wrote it
    Accounts and custody for the household.

    Annotations the server declares

    • title: List accounts
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_capabilitiesWhat this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, tod…No findings

    Why it is in this group

    • The name "list_capabilities" says "list": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: List capabilities
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_documentsDocument metadata in the household vault.No findings

    Why it is in this group

    • The name "list_documents" says "list": a word for reading.
    Description, as the server wrote it
    Document metadata in the household vault.

    Annotations the server declares

    • title: List documents
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_facilitiesCredit facilities — balances, limits, rates, maturities, covenants, collateral.No findings

    Why it is in this group

    • The name "list_facilities" says "list": a word for reading.
    Description, as the server wrote it
    Credit facilities — balances, limits, rates, maturities, covenants, collateral.

    Annotations the server declares

    • title: List facilities
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_familyHousehold entities — people and structures.No findings

    Why it is in this group

    • The name "list_family" says "list": a word for reading.
    Description, as the server wrote it
    Household entities — people and structures.

    Annotations the server declares

    • title: List family
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_goalsFinancial goals — target vs current funding, progress, gap and status.No findings

    Why it is in this group

    • The name "list_goals" says "list": a word for reading.
    Description, as the server wrote it
    Financial goals — target vs current funding, progress, gap and status.

    Annotations the server declares

    • title: List goals
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_householdsThe households this user belongs to, with their ids.No findings

    Why it is in this group

    • The name "list_households" says "list": a word for reading.
    Description, as the server wrote it
    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.

    Annotations the server declares

    • title: List households
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_layersCatalogue of geopolitical map layers you can request.No findings

    Why it is in this group

    • The name "list_layers" says "list": a word for reading.
    Description, as the server wrote it
    Catalogue of geopolitical map layers you can request.

    Annotations the server declares

    • title: List layers
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_published_contentPublished video, audio and research notes — the desk's catalogue.No findings

    Why it is in this group

    • The name "list_published_content" says "list": a word for reading.
    Description, as the server wrote it
    Published video, audio and research notes — the desk's catalogue.

    Annotations the server declares

    • title: Executive Desk
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_real_assetsReal assets — property, vessels, aircraft, art and collections.No findings

    Why it is in this group

    • The name "list_real_assets" says "list": a word for reading.
    Description, as the server wrote it
    Real assets — property, vessels, aircraft, art and collections.

    Annotations the server declares

    • title: List real assets
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • list_watchlistThe household's tracked instruments with price, momentum, how each leans and volatility.No findings

    Why it is in this group

    • The name "list_watchlist" says "list": a word for reading.
    Description, as the server wrote it
    The household's tracked instruments with price, momentum, how each leans and volatility.

    Annotations the server declares

    • title: List watchlist
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false
  • lookup_index_by_brandFind alt-asset indices by brand or keyword (wine, watches, art, cars).No findings

    Why it is in this group

    • The name "lookup_index_by_brand" says "lookup": a word for reading.
    Description, as the server wrote it
    Find alt-asset indices by brand or keyword (wine, watches, art, cars).

    Annotations the server declares

    • title: Lookup index by brand
    • readOnlyHint: true
    • destructiveHint: false
    • idempotentHint: true
    • openWorldHint: false

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 1.0.2. Values in angle brackets are yours to fill in.

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

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__wealth__get_net_worth",
      "mcp__wealth__get_exposure_to",
      "mcp__wealth__list_households",
      "mcp__wealth__get_portfolio_positions",
      "mcp__wealth__list_accounts",
      "mcp__wealth__get_risk",
      "mcp__wealth__get_portfolio_drift",
      "mcp__wealth__list_facilities",
      "mcp__wealth__get_facility",
      "mcp__wealth__list_real_assets",
      "mcp__wealth__get_real_asset",
      "mcp__wealth__get_real_asset_economics",
      "mcp__wealth__get_brief",
      "mcp__wealth__get_market_data",
      "mcp__wealth__list_published_content",
      "mcp__wealth__lookup_index_by_brand",
      "mcp__wealth__get_recent_results",
      "mcp__wealth__get_signals_recent",
      "mcp__wealth__get_correlations",
      "mcp__wealth__get_equity_fundamentals",
      "mcp__wealth__list_layers",
      "mcp__wealth__get_geo_map",
      "mcp__wealth__get_country_brief",
      "mcp__wealth__list_watchlist",
      "mcp__wealth__list_goals",
      "mcp__wealth__get_today_brief",
      "mcp__wealth__get_unread_alerts",
      "mcp__wealth__get_drift_snapshot",
      "mcp__wealth__get_upcoming_calendar",
      "mcp__wealth__list_family",
      "mcp__wealth__get_entity",
      "mcp__wealth__list_documents",
      "mcp__wealth__get_document",
      "mcp__wealth__list_capabilities"
    ],
    "ask": [
      "mcp__wealth__run_technical_analysis",
      "mcp__wealth__get_open_breaches",
      "mcp__wealth__create_portfolio",
      "mcp__wealth__add_position"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as wealth. Review it before you use it.