MCP-Server
Antevo Wealth
ch.antevo/wealth
Was dieses MCP kann
Aggregates household wealth data across investments, liabilities, credit facilities, real assets, markets, risk, exposure, and financial goals.
Funktionen
Tools
36
Tools
get_brief
Today's Brief
Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored â regime, themes, risks.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_briefArguments', 'properties': {'kind': {'type': 'string', 'title': 'kind', 'default': 'market'}, 'scope': {'type': 'string', 'title': 'scope', 'default': 'retail'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_briefDictOutput'}
get_correlations
Get correlations
Cross-asset correlations by effect type.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_correlationsArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 30}, 'effect_type': {'type': 'string', 'title': 'effect_type', 'default': None}}}
Ausgabeschema
{'type': 'object', 'title': 'get_correlationsDictOutput'}
get_country_brief
Get country brief
Per-country geopolitical drilldown (ISO-2).
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_country_briefArguments', 'required': ['iso2'], 'properties': {'iso2': {'type': 'string', 'title': 'iso2'}, 'days_back': {'type': 'string', 'title': 'days_back', 'default': 30}}}
Ausgabeschema
{'type': 'object', 'title': 'get_country_briefDictOutput'}
get_document
Get document
Metadata for one document.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_documentArguments', 'required': ['household_id', 'doc_id'], 'properties': {'doc_id': {'type': 'string', 'title': 'doc_id'}, 'household_id': {'type': 'string', 'title': 'household_id'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_documentDictOutput'}
get_drift_snapshot
Get drift snapshot
Drift snapshot across the household's portfolios.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_drift_snapshotArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_drift_snapshotDictOutput'}
get_entity
Get entity
One household entity in detail.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_entityArguments', 'required': ['entity_id'], 'properties': {'entity_id': {'type': 'string', 'title': 'entity_id'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_entityDictOutput'}
get_equity_fundamentals
Get equity fundamentals
Equity fundamentals â financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_equity_fundamentalsArguments', 'required': ['identifier'], 'properties': {'peers': {'type': 'string', 'title': 'peers', 'default': None}, 'frequency': {'type': 'string', 'title': 'frequency', 'default': 'quarterly'}, 'identifier': {'type': 'string', 'title': 'identifier'}, 'year_history': {'type': 'string', 'title': 'year_history', 'default': 5}, 'force_refresh': {'type': 'string', 'title': 'force_refresh', 'default': False}, 'identifier_type': {'type': 'string', 'title': 'identifier_type', 'default': 'ticker'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_equity_fundamentalsDictOutput'}
get_exposure_to
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 â sector resolves for only part of the book.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_exposure_toArguments', 'properties': {'value': {'type': 'string', 'title': 'value', 'default': ''}, 'dimension': {'type': 'string', 'title': 'dimension', 'default': 'country'}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_exposure_toDictOutput'}
get_facility
Get facility
One credit facility in full, including covenant headroom and pledged collateral.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_facilityArguments', 'required': ['facility_id'], 'properties': {'facility_id': {'type': 'string', 'title': 'facility_id'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_facilityDictOutput'}
get_geo_map
Get geo map
Global geopolitical intelligence layers over a look-back window.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_geo_mapArguments', 'properties': {'layers': {'type': 'string', 'title': 'layers', 'default': None}, 'region': {'type': 'string', 'title': 'region', 'default': None}, 'country': {'type': 'string', 'title': 'country', 'default': None}, 'severity': {'type': 'string', 'title': 'severity', 'default': None}, 'days_back': {'type': 'string', 'title': 'days_back', 'default': 7}}}
Ausgabeschema
{'type': 'object', 'title': 'get_geo_mapDictOutput'}
get_market_data
Get market data
Market data for the user's watchlist, with signals where available.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_market_dataArguments', 'properties': {}}
Ausgabeschema
{'type': 'object', 'title': 'get_market_dataDictOutput'}
get_net_worth
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.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_net_worthArguments', 'properties': {'scope': {'type': 'string', 'title': 'scope', 'default': 'estate'}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_net_worthDictOutput'}
get_open_breaches
Get open breaches
Open compliance/policy breaches.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_open_breachesArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_open_breachesDictOutput'}
get_portfolio_drift
Get portfolio drift
Drift of a portfolio versus its target allocation.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_portfolio_driftArguments', 'required': ['household_id', 'portfolio_id'], 'properties': {'household_id': {'type': 'string', 'title': 'household_id'}, 'portfolio_id': {'type': 'string', 'title': 'portfolio_id'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_portfolio_driftDictOutput'}
get_portfolio_positions
Get portfolio positions
Positions for a household, paginated, sorted by market value.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_portfolio_positionsArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 50}, 'cursor': {'type': 'string', 'title': 'cursor', 'default': None}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_portfolio_positionsDictOutput'}
get_real_asset
Get real asset
One real asset in detail.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_real_assetArguments', 'required': ['asset_id'], 'properties': {'asset_id': {'type': 'string', 'title': 'asset_id'}}}
Ausgabeschema
{'type': 'object', 'title': 'get_real_assetDictOutput'}
get_real_asset_economics
Get real asset economics
Real-asset economics â income, costs, net cashflow and net yield.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_real_asset_economicsArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_real_asset_economicsDictOutput'}
get_recent_results
Get recent results
Recent auction-realised and list-price events over a look-back window.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_recent_resultsArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 25}, 'days_back': {'type': 'string', 'title': 'days_back', 'default': 30}}}
Ausgabeschema
{'type': 'object', 'title': 'get_recent_resultsDictOutput'}
get_risk
Get risk
Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard â volatility, VaR, concentration, drawdown.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_riskArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}, 'portfolio_id': {'type': 'string', 'title': 'portfolio_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_riskDictOutput'}
get_signals_recent
Get signals recent
Recent alt-asset trade signals over a look-back window (days_back).
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_signals_recentArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 30}, 'days_back': {'type': 'string', 'title': 'days_back', 'default': 14}}}
Ausgabeschema
{'type': 'object', 'title': 'get_signals_recentDictOutput'}
get_today_brief
Get today brief
The household's daily briefing â what matters today.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_today_briefArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_today_briefDictOutput'}
get_unread_alerts
Get unread alerts
Unread alerts for the household.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_unread_alertsArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_unread_alertsDictOutput'}
get_upcoming_calendar
Get upcoming calendar
Upcoming dividends, earnings and macro events that touch the book.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'get_upcoming_calendarArguments', 'properties': {'days': {'type': 'string', 'title': 'days', 'default': 14}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'get_upcoming_calendarDictOutput'}
list_accounts
List accounts
Accounts and custody for the household.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_accountsArguments', 'properties': {'status': {'type': 'string', 'title': 'status', 'default': 'OPEN'}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_accountsDictOutput'}
list_capabilities
List capabilities
What this Antevo Wealth connector exposes â the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_capabilitiesArguments', 'properties': {}}
Ausgabeschema
{'type': 'object', 'title': 'list_capabilitiesDictOutput'}
list_documents
List documents
Document metadata in the household vault.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_documentsArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 100}, 'domain': {'type': 'string', 'title': 'domain', 'default': None}, 'status': {'type': 'string', 'title': 'status', 'default': 'ACTIVE'}, 'category': {'type': 'string', 'title': 'category', 'default': None}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_documentsDictOutput'}
list_facilities
List facilities
Credit facilities â balances, limits, rates, maturities, covenants, collateral.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_facilitiesArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 100}, 'status': {'type': 'string', 'title': 'status', 'default': 'ACTIVE'}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_facilitiesDictOutput'}
list_family
List family
Household entities â people and structures.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_familyArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_familyDictOutput'}
list_goals
List goals
Financial goals â target vs current funding, progress, gap and status.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_goalsArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}, 'include_inactive': {'type': 'string', 'title': 'include_inactive', 'default': False}}}
Ausgabeschema
{'type': 'object', 'title': 'list_goalsDictOutput'}
list_households
List households
The households this user belongs to, with their ids. Needed only when they belong to more than one â otherwise omit household_id and it resolves to theirs.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_householdsArguments', 'properties': {}}
Ausgabeschema
{'type': 'object', 'title': 'list_householdsDictOutput'}
list_layers
List layers
Catalogue of geopolitical map layers you can request.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_layersArguments', 'properties': {}}
Ausgabeschema
{'type': 'object', 'title': 'list_layersDictOutput'}
list_published_content
Executive Desk
Published video, audio and research notes â the desk's catalogue.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_published_contentArguments', 'properties': {}}
Ausgabeschema
{'type': 'object', 'title': 'list_published_contentDictOutput'}
list_real_assets
List real assets
Real assets â property, vessels, aircraft, art and collections.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_real_assetsArguments', 'properties': {'limit': {'type': 'string', 'title': 'limit', 'default': 50}, 'cursor': {'type': 'string', 'title': 'cursor', 'default': None}, 'asset_class': {'type': 'string', 'title': 'asset_class', 'default': None}, 'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_real_assetsDictOutput'}
list_watchlist
List watchlist
The household's tracked instruments with price, momentum, how each leans and volatility.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'list_watchlistArguments', 'properties': {'household_id': {'type': 'string', 'title': 'household_id', 'default': ''}}}
Ausgabeschema
{'type': 'object', 'title': 'list_watchlistDictOutput'}
lookup_index_by_brand
Lookup index by brand
Find alt-asset indices by brand or keyword (wine, watches, art, cars).
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'lookup_index_by_brandArguments', 'required': ['brand'], 'properties': {'brand': {'type': 'string', 'title': 'brand'}, 'limit': {'type': 'string', 'title': 'limit', 'default': 10}}}
Ausgabeschema
{'type': 'object', 'title': 'lookup_index_by_brandDictOutput'}
run_technical_analysis
Run technical analysis
Technical analysis for any instrument â how indicators lean, the regime, or a full backtest.
Nur Lesen
Idempotent
Eingabeschema
{'type': 'object', 'title': 'run_technical_analysisArguments', 'required': ['identifier'], 'properties': {'benchmark': {'type': 'string', 'title': 'benchmark', 'default': None}, 'frequency': {'type': 'string', 'title': 'frequency', 'default': 'D'}, 'identifier': {'type': 'string', 'title': 'identifier'}, 'trade_mode': {'type': 'string', 'title': 'trade_mode', 'default': 'simple'}, 'history_days': {'type': 'string', 'title': 'history_days', 'default': 365}, 'initial_cash': {'type': 'string', 'title': 'initial_cash', 'default': 10000}, 'analysis_mode': {'type': 'string', 'title': 'analysis_mode', 'default': 'analysis'}, 'force_refresh': {'type': 'string', 'title': 'force_refresh', 'default': False}, 'risk_per_trade': {'type': 'string', 'title': 'risk_per_trade', 'default': 0.02}, 'identifier_type': {'type': 'string', 'title': 'identifier_type', 'default': None}, 'transaction_cost': {'type': 'string', 'title': 'transaction_cost', 'default': 0.02}, 'selected_indicators': {'type': 'string', 'title': 'selected_indicators', 'default': None}}}
Ausgabeschema
{'type': 'object', 'title': 'run_technical_analysisDictOutput'}
Verlauf
Letzte Tool-Änderungen
Hinzugefügt
list_capabilities
17. September 2026 07:58
Hinzugefügt
get_document
17. September 2026 07:58
Hinzugefügt
list_documents
17. September 2026 07:58
Hinzugefügt
get_entity
17. September 2026 07:58
Hinzugefügt
list_family
17. September 2026 07:58
Hinzugefügt
get_upcoming_calendar
17. September 2026 07:58
Hinzugefügt
get_drift_snapshot
17. September 2026 07:58
Hinzugefügt
get_open_breaches
17. September 2026 07:58
Hinzugefügt
get_unread_alerts
17. September 2026 07:58
Hinzugefügt
get_today_brief
17. September 2026 07:58
Hinzugefügt
list_goals
17. September 2026 07:58
Hinzugefügt
list_watchlist
17. September 2026 07:58
Hinzugefügt
get_country_brief
17. September 2026 07:58
Hinzugefügt
get_geo_map
17. September 2026 07:58
Hinzugefügt
list_layers
17. September 2026 07:58
Hinzugefügt
run_technical_analysis
17. September 2026 07:58
Hinzugefügt
get_equity_fundamentals
17. September 2026 07:58
Hinzugefügt
get_correlations
17. September 2026 07:58
Hinzugefügt
get_signals_recent
17. September 2026 07:58
Hinzugefügt
get_recent_results
17. September 2026 07:58
Hinzugefügt
lookup_index_by_brand
17. September 2026 07:58
Hinzugefügt
list_published_content
17. September 2026 07:58
Hinzugefügt
get_market_data
17. September 2026 07:58
Hinzugefügt
get_brief
17. September 2026 07:58
Hinzugefügt
get_real_asset_economics
17. September 2026 07:58
Hinzugefügt
get_real_asset
17. September 2026 07:58
Hinzugefügt
list_real_assets
17. September 2026 07:58
Hinzugefügt
get_facility
17. September 2026 07:58
Hinzugefügt
list_facilities
17. September 2026 07:58
Hinzugefügt
get_portfolio_drift
17. September 2026 07:58
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