ch.antevo/wealth

up checked 2026-11-11T02:38:22.445Z

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Publisher-provided title

Antevo Wealth

Publisher-provided description

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

Summary by lookupd

Lets an agent pull household wealth, positions, risk, exposures, facilities, goals and market signals for a family estate.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http wealth https://api.antevo.ch/mcp/wealth/mcp

Codex, remote (streamable-http)

codex mcp add wealth --url https://api.antevo.ch/mcp/wealth/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "wealth": {
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (showing 30 of 41)

Publisher-provided text

• 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 ca
• 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.c
• 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 Antevo's newest published videos, podcasts and research notes.
• 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.

Details

• Version: 1.0.2
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 884 ms
• First indexed: 2026-11-01T08:52:11.055Z
• Last seen in registry: 2026-11-01T08:52:11.075Z
• Repository: https://github.com/ANTEVO-CH/antevo-mcp
• Website: https://antevo.ch/mcp

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