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Antevo Wealth

The family estate in full — what you hold, what you owe, and what it is exposed to.

Connector by antevo.chOfficial · Domain verified by the MCP Registry

IndexedMITRemote (HTTP)
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Install

Works with Claude Code, VS Code, Cursor, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install connector/antevo-ch-wealth

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.antevo.ch/mcp/wealth/mcp Remote (HTTP)

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About

The family estate in full — what you hold, what you owe, and what it is exposed to.

Reviews

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
36 read · 2 write · 0 delete
Secrets
None asked for
Install scripts
Nothing to install (hosted)
Runs as
Hosted (remote endpoint)

Tools by what they do 38

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 36 · Look things up without changing anything.

  • get_brief
  • get_correlations
  • get_country_brief
  • get_document
  • get_drift_snapshot
  • get_entity
  • get_equity_fundamentals
  • get_exposure_to
  • get_facility
  • get_geo_map
  • get_market_data
  • get_net_worth
Show 24 more tools
  • get_open_breaches
  • get_portfolio_drift
  • get_portfolio_positions
  • get_real_asset
  • get_real_asset_economics
  • get_recent_results
  • get_risk
  • get_signals_recent
  • get_today_brief
  • get_unread_alerts
  • get_upcoming_calendar
  • list_accounts
  • list_capabilities
  • list_documents
  • list_facilities
  • list_family
  • list_goals
  • list_households
  • list_layers
  • list_published_content
  • list_real_assets
  • list_watchlist
  • lookup_index_by_brand
  • run_technical_analysis

Write 2 · Create, change, send or run things.

  • add_position
  • create_portfolio

Network hosts it talks to 1

  • api.antevo.ch · found in remote endpoint, install command

Tools (38)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • add_positionAdd 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. 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 confirm=true and plan_id. For bonds, quantity is the nominal.

  • create_portfolioCreate 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 confirm=true and plan_id. Plans expire after 5 minutes.

  • get_briefToday's Briefread-only

    Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.

  • get_correlationsGet correlationsread-only

    Cross-asset correlations by effect type.

  • get_country_briefGet country briefread-only

    Per-country geopolitical drilldown (ISO-2).

  • get_documentGet documentread-only

    Metadata for one document.

  • get_drift_snapshotGet drift snapshotread-only

    Drift snapshot across the household's portfolios.

  • get_entityGet entityread-only

    One household entity in detail.

  • get_equity_fundamentalsGet equity fundamentalsread-only

    Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

  • get_exposure_toGet exposure toread-only

    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.

  • get_facilityGet facilityread-only

    One credit facility in full, including covenant headroom and pledged collateral.

  • get_geo_mapGet geo mapread-only

    Global geopolitical intelligence layers over a look-back window.

  • get_market_dataGet market dataread-only

    Market data for the user's watchlist, with signals where available.

  • get_net_worthGet net worthread-only

    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_open_breachesGet open breachesread-only

    Open compliance/policy breaches.

Show 23 more tools
  • get_portfolio_driftGet portfolio driftread-only

    Drift of a portfolio versus its target allocation.

  • get_portfolio_positionsGet portfolio positionsread-only

    Positions for a household, paginated, sorted by market value.

  • get_real_assetGet real assetread-only

    One real asset in detail.

  • get_real_asset_economicsGet real asset economicsread-only

    Real-asset economics — income, costs, net cashflow and net yield.

  • get_recent_resultsGet recent resultsread-only

    Recent auction-realised and list-price events over a look-back window.

  • get_riskGet riskread-only

    Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.

  • get_signals_recentGet signals recentread-only

    Recent alt-asset trade signals over a look-back window (days_back).

  • get_today_briefGet today briefread-only

    The household's daily briefing — what matters today.

  • get_unread_alertsGet unread alertsread-only

    Unread alerts for the household.

  • get_upcoming_calendarGet upcoming calendarread-only

    Upcoming dividends, earnings and macro events that touch the book.

  • list_accountsList accountsread-only

    Accounts and custody for the household.

  • list_capabilitiesList capabilitiesread-only

    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.

  • list_documentsList documentsread-only

    Document metadata in the household vault.

  • list_facilitiesList facilitiesread-only

    Credit facilities — balances, limits, rates, maturities, covenants, collateral.

  • list_familyList familyread-only

    Household entities — people and structures.

  • list_goalsList goalsread-only

    Financial goals — target vs current funding, progress, gap and status.

  • list_householdsList householdsread-only

    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.

  • list_layersList layersread-only

    Catalogue of geopolitical map layers you can request.

  • list_published_contentExecutive Deskread-only

    Published video, audio and research notes — the desk's catalogue.

  • list_real_assetsList real assetsread-only

    Real assets — property, vessels, aircraft, art and collections.

  • list_watchlistList watchlistread-only

    The household's tracked instruments with price, momentum, how each leans and volatility.

  • lookup_index_by_brandLookup index by brandread-only

    Find alt-asset indices by brand or keyword (wine, watches, art, cars).

  • run_technical_analysisRun technical analysisread-only

    Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

Signals

Stars
0
Forks
0
Open issues
0
Last commit
Oct 23, 2026 (6 days ago)
Last release
Oct 18, 2026 (11 days ago)

From GitHub (fetched Oct 24, 2026).

Details

Registry name
ch.antevo/wealth
Version
1.0.2
Auth
Auth not stated
License
MIT
Repository
github.com/ANTEVO-CH/antevo-mcp
Website
antevo.ch/mcp
First seen
Oct 24, 2026
Last checked
Oct 25, 2026
Source
Official MCP Registrygithub-graphql

More from antevo.ch

Cite this page

Antevo Wealth MCP server. Agent Mart. https://agentmart.dev/connectors/antevo-ch-wealth (last updated 2026-10-25)