ch.antevo/wealth · v1.0.0 · productivity
Antevo Wealth is healthy: it completed an MCP handshake in 2720 ms and exposes 38 tools.
The family estate in full — what you hold, what you owe, and what it is exposed to.
Endpoint: https://api.antevo.ch/mcp/wealth/mcp (streamable-http)
No repository listed · Website · JSON · Add to my inventory
| Users (last 30 days) | 0 |
| Handshake | Healthy |
| Auth needed | None |
| Tool count | 38 |
| Latency | 2720 ms |
| Last checked (UTC) | 2026-10-14T17:20:40.025Z |
| Checked (UTC) | Status | Latency | Error |
|---|---|---|---|
| 2026-10-14T17:20:40.025Z | Healthy | 2720 |
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. |
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 — sector resolves for only part of the book. |
list_households | 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. |
get_portfolio_positions | Positions for a household, paginated, sorted by market value. |
list_accounts | Accounts and custody for the household. |
get_risk | Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown. |
get_portfolio_drift | Drift of a portfolio versus its target allocation. |
list_facilities | Credit facilities — balances, limits, rates, maturities, covenants, collateral. |
get_facility | One credit facility in full, including covenant headroom and pledged collateral. |
list_real_assets | Real assets — property, vessels, aircraft, art and collections. |
get_real_asset | One real asset in detail. |
get_real_asset_economics | Real-asset economics — income, costs, net cashflow and net yield. |
get_brief | Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks. |
get_market_data | Market data for the user's watchlist, with signals where available. |
list_published_content | Published video, audio and research notes — the desk's catalogue. |
lookup_index_by_brand | Find alt-asset indices by brand or keyword (wine, watches, art, cars). |
get_recent_results | Recent auction-realised and list-price events over a look-back window. |
get_signals_recent | Recent alt-asset trade signals over a look-back window (days_back). |
get_correlations | Cross-asset correlations by effect type. |
get_equity_fundamentals | Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers. |
run_technical_analysis | Technical analysis for any instrument — how indicators lean, the regime, or a full backtest. |
list_layers | Catalogue of geopolitical map layers you can request. |
get_geo_map | Global geopolitical intelligence layers over a look-back window. |
get_country_brief | Per-country geopolitical drilldown (ISO-2). |
list_watchlist | The household's tracked instruments with price, momentum, how each leans and volatility. |
list_goals | Financial goals — target vs current funding, progress, gap and status. |
get_today_brief | The household's daily briefing — what matters today. |
get_unread_alerts | Unread alerts for the household. |
get_open_breaches | Open compliance/policy breaches. |
get_drift_snapshot | Drift snapshot across the household's portfolios. |
get_upcoming_calendar | Upcoming dividends, earnings and macro events that touch the book. |
list_family | Household entities — people and structures. |
get_entity | One household entity in detail. |
list_documents | Document metadata in the household vault. |
get_document | Metadata for one document. |
create_portfolio | 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 co |
add_position | 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. Modi |
list_capabilities | 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. |