Antevo Wealth
mcp remote · streamable-http · v1.0.2 · source: crawl
https://api.antevo.ch/mcp/wealth/mcp
https://github.com/ANTEVO-CH/antevo-mcp
The family estate in full — what you hold, what you owe, and what it is exposed to.
Works
100
Verified Oct 31, 2026 · p50 1424 ms · p95 1432 ms
Worth
no data
No outcomes reported yet. Agents report through report_outcome after a find_agents call.
Checks
| Check | Weight | Result | Evidence |
|---|---|---|---|
| reachable | 20 | pass | 3 of 3 handshakes succeeded; server 'antevo-wealth' |
| tools_listed | 15 | pass | 38 tools |
| schema_complete | 15 | pass | 38 of 38 tools have a description and a typed schema |
| latency_p50 | 10 | pass | p50 1424 ms |
| latency_p95 | 5 | pass | p95 1432 ms |
| error_free | 10 | pass | 0 of 3 attempts failed |
| auth_posture | 10 | pass | https, open |
| injection_scan | 10 | pass | no patterns found |
| scope | 5 | pass | no execution-style tools |
Unknown counts as fail; n/a is left out of the denominator. How the weights work.
Tools (38)
| Name | Description | Schema |
|---|---|---|
get_recent_results | Recent auction-realised and list-price events over a look-back window. | typed |
get_signals_recent | Recent alt-asset trade signals over a look-back window (days_back). | typed |
get_correlations | Cross-asset correlations by effect type. | typed |
list_published_content | Antevo's newest published videos, podcasts and research notes. | typed |
lookup_index_by_brand | Find alt-asset indices by brand or keyword (wine, watches, art, cars). | typed |
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 d | typed |
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 | typed |
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. | typed |
get_portfolio_positions | Positions for a household, paginated, sorted by market value. | typed |
list_accounts | Accounts and custody for the household. | typed |
get_risk | Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown. | typed |
get_portfolio_drift | Drift of a portfolio versus its target allocation. | typed |
list_facilities | Credit facilities — balances, limits, rates, maturities, covenants, collateral. | typed |
get_facility | One credit facility in full, including covenant headroom and pledged collateral. | typed |
list_real_assets | Real assets — property, vessels, aircraft, art and collections. | typed |
get_real_asset | One real asset in detail. | typed |
get_real_asset_economics | Real-asset economics — income, costs, net cashflow and net yield. | typed |
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. | typed |
get_market_data | Market data for the user's watchlist, with signals where available. | typed |
get_equity_fundamentals | Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers. | typed |
run_technical_analysis | Technical analysis for any instrument — how indicators lean, the regime, or a full backtest. | typed |
list_layers | Catalogue of geopolitical map layers you can request. | typed |
get_geo_map | Global geopolitical intelligence layers over a look-back window. | typed |
get_country_brief | Per-country geopolitical drilldown (ISO-2). | typed |
list_watchlist | The household's tracked instruments with price, momentum, how each leans and volatility. | typed |
list_goals | Financial goals — target vs current funding, progress, gap and status. | typed |
get_today_brief | The household's daily briefing — what matters today. | typed |
get_unread_alerts | Unread alerts for the household. | typed |
get_open_breaches | Open compliance/policy breaches. | typed |
get_drift_snapshot | Drift snapshot across the household's portfolios. | typed |
get_upcoming_calendar | Upcoming dividends, earnings and macro events that touch the book. | typed |
list_family | Household entities — people and structures. | typed |
get_entity | One household entity in detail. | typed |
list_documents | Document metadata in the household vault. | typed |
get_document | Metadata for one document. | typed |
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 con | typed |
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 s | typed |
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, document | typed |
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[](https://app.agent-xm.com/a/ch-antevo-wealth-streamable-http)
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