com.wealthschema/mcp

Tools

• describe_household_schema

  Describe the top-level fields of a synthetic household record.

  shallow
• 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

  shallow
• get_purchase_link

  Get the one-time-purchase product URL for a bundle.

  shallow
• 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.

  shallow
• 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.

  shallow
• list_archetypes

  List all synthetic household archetypes (id, name, life stage, wealth tier, household type).

  shallow
• list_bundles

  List product bundles (themed household datasets) with use cases and one-time-purchase links.

  shallow
• 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.

  shallow

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Tool count and median score across every tool in this server’s corpus — honest in a way a single cherry-picked tool’s badge wouldn’t be.

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