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WealthSchema

by wealthschema.com · remote · no sign-in to list tools · v0.1.0 · published by com.wealthschema

Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.

Read only
CompareRegistry entry

8 tools: 8 only read.

Scanned Oct 21, 2026

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

claude mcp add --transport http wealthschema https://www.wealthschema.com/api/mcp

Tools

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

8 tools

Only reads 8Claude Code: allow
  • describe_household_schemaDescribe the top-level fields of a synthetic household record.No findings

    Why it is in this group

    • The name "describe_household_schema" says "describe": a word for reading.
    Description, as the server wrote it
    Describe the top-level fields of a synthetic household record.
  • get_planning_benchmarkGet 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…No findings

    Why it is in this group

    • The name "get_planning_benchmark" says "get": a word for reading.
    Description, as the server wrote it
    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 blind=true to omit the answer keys for blind evaluation. Scoreboard + protocol: https://www.wealthschema.com/benchmark ; commercial eval packs: https://www.wealthschema.com/ai-eval-sets
  • get_reference_parameterGet a source-verified U.S.No findings

    Why it is in this group

    • The name "get_reference_parameter" says "get": a word for reading.
    Description, as the server wrote it
    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_sample_householdGet one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projections withheld).No findings

    Why it is in this group

    • The name "get_sample_household" says "get": a word for reading.
    Description, as the server wrote it
    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.
  • list_archetypesList all synthetic household archetypes (id, name, life stage, wealth tier, household type).No findings

    Why it is in this group

    • The name "list_archetypes" says "list": a word for reading.
    Description, as the server wrote it
    List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
  • list_bundlesList product bundles (themed household datasets) with use cases and one-time-purchase links.No findings

    Why it is in this group

    • The name "list_bundles" says "list": a word for reading.
    Description, as the server wrote it
    List product bundles (themed household datasets) with use cases and one-time-purchase links.
  • list_reference_parametersList the U.S.No findings

    Why it is in this group

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

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 0.1.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http wealthschema https://www.wealthschema.com/api/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__wealthschema__list_archetypes",
      "mcp__wealthschema__list_bundles",
      "mcp__wealthschema__get_sample_household",
      "mcp__wealthschema__describe_household_schema",
      "mcp__wealthschema__get_purchase_link",
      "mcp__wealthschema__list_reference_parameters",
      "mcp__wealthschema__get_reference_parameter",
      "mcp__wealthschema__get_planning_benchmark"
    ],
    "ask": [],
    "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 wealthschema. Review it before you use it.