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MCP Server

WealthSchema

com.wealthschema/mcp
Data & Analytics Finance & Investing Public & reachable MCP 2026-07-28

What this MCP does

Provides cited U.S. financial-planning parameters, synthetic household datasets, planning benchmarks, and purchasable data bundles.

Capabilities

Tools

8 tools
describe_household_schema
Describe the top-level fields of a synthetic household record.
Input schema 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
get_planning_benchmark
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
Input schema 
{'type': 'object', 'properties': {'blind': {'type': 'boolean', 'description': 'Omit answer keys.'}}, 'additionalProperties': False}
get_purchase_link
Get the one-time-purchase product URL for a bundle.
Input schema 
{'type': 'object', 'required': ['bundleId'], 'properties': {'bundleId': {'type': 'string', 'description': "Bundle id, e.g. 'B01' (see list_bundles)."}}, 'additionalProperties': False}
get_reference_parameter
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.
Input schema 
{'type': 'object', 'required': ['key'], 'properties': {'key': {'type': 'string', 'description': "Parameter key, e.g. 'retirement.401k.elective_deferral.under_50' (see list_reference_parameters)."}, 'tax_year': {'enum': [2026, 2027], 'type': 'integer', 'description': 'Tax year (default 2026). 2027 is filled in as the IRS, SSA and CMS publish; see https://www.wealthschema.com/rule-sets/2027.'}}, 'additionalProperties': False}
get_sample_household
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.
Input schema 
{'type': 'object', 'required': ['archetypeId'], 'properties': {'archetypeId': {'type': 'string', 'description': "Archetype id, e.g. 'A-01' (see list_archetypes)."}}, 'additionalProperties': False}
list_archetypes
List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
Input schema 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
list_bundles
List product bundles (themed household datasets) with use cases and one-time-purchase links.
Input schema 
{'type': 'object', 'properties': {}, 'additionalProperties': False}
list_reference_parameters
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.
Input schema 
{'type': 'object', 'properties': {'domain': {'type': 'string', 'description': 'Optional filter: retirement | tax | social_security | medicare | health | estate.'}, 'tax_year': {'enum': [2026, 2027], 'type': 'integer', 'description': 'Tax year (default 2026). 2027 is filled in as the IRS, SSA and CMS publish; see https://www.wealthschema.com/rule-sets/2027.'}}, 'additionalProperties': False}
History

Recent tool changes

Added
get_planning_benchmark
Sept. 25, 2026, 2:40 a.m.
Added
get_reference_parameter
Sept. 25, 2026, 2:40 a.m.
Added
list_reference_parameters
Sept. 25, 2026, 2:40 a.m.
Added
get_purchase_link
Sept. 25, 2026, 2:40 a.m.
Added
describe_household_schema
Sept. 25, 2026, 2:40 a.m.
Added
get_sample_household
Sept. 25, 2026, 2:40 a.m.
Added
list_bundles
Sept. 25, 2026, 2:40 a.m.
Added
list_archetypes
Sept. 25, 2026, 2:40 a.m.
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