com.worthune/models

up checked 2026-11-11T08:37:27.848Z

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Publisher-provided title

Worthune Verified Financial Models

Publisher-provided description

61 verified financial models and a household planning engine: 20 MCP tools, 6 keyless, specs cited.

Summary by lookupd

Runs verified financial models, manages household planning data, and generates decisions and projections for advisors.

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http models https://worthune.com/api/mcp/mcp

Codex, remote (streamable-http)

codex mcp add models --url https://worthune.com/api/mcp/mcp

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

{
  "mcpServers": {
    "models": {
      "url": "https://worthune.com/api/mcp/mcp"
    }
  }
}

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

Tools (30 tools)

Publisher-provided text

• list_models List Worthune's Concordance-tested financial calculation models (an independent second implementation must agree with the engine, per the published spec). Retur
• get_model_contract Get a model's machine-readable contract: required inputs with types and valid domains, cross-field constraints, sentinel-value meanings, and the government cons
• run_model Run a Concordance-tested calculation model. Inputs must satisfy the contract from get_model_contract (all fields required, values inside their domains — out-of-
• verify_claim Verify claims about a model's outputs against the engine before presenting them to a user. Pass the model inputs plus one or more claims ({path, op, value}); ea
• create_household Create a persistent household resource from a household-schema document (docs/household-schema-spec.md: members, accounts by tax wrapper, liabilities, income an
• get_household Fetch a stored household document and its metadata by id.
• list_households List the organization's stored households — id, label, advisorRef, version, status, when it was last computed — without the documents (get_household returns one
• archive_household Archive a stored household (never deleted: the row stays readable, leaves the active-household meter, and stops accepting writes or projections). The same opera
• list_decisions The append-only history of coordination strategies run on a stored household, newest first — id, strategy, spec version, household version, record hash, when. M
• get_decision One stored decision in full: the decision object as it was produced, the household version it ran against, and its evidence record with the hashed inputs — enou
• get_household_picture One household, one picture: the balance sheet by wrapper and owner, income and spending this year, how current the last computation is against the engine's spec
• replace_household Full-document replace with optimistic concurrency: pass expectedVersion (from get_household) and a stale write loses cleanly with the current version instead of
• patch_household Apply a collection-level delta to a stored household without resending the whole document: set scalars (filingStatus, state), upsert entries by id (replace or a
• project_household Run the deterministic multi-year projection on a stored household — income, RMDs, federal + covered state tax, expenses, amortization, cash flow, net worth per
• list_example_households Twelve FICTIONAL households, each built to exercise a different part of the planning engine — accumulation, a Roth conversion window, drawdown on a low-basis po
• try_household_projection Run the deterministic multi-year household projection on a document you pass in — income, RMDs, Roth conversions, federal and covered-state tax, expenses, amort
• import_households Migrate a book (WS3.5): import up to 200 households in one call, with dryRun: true validating everything and writing NOTHING — iterate until the per-row, per-fi
• draft_import_mapping WS3.5c: AI drafts the mapping; determinism executes it. Send up to 10 sample records from an export (column → string cell) and get back a DRAFT mapping template
• narrate_decision The Verified Narrative: client- or advisor-ready prose for a stored decision (decision_id) or an inline decision object. A model drafts the narrative FROM the d
• decide_household Run a Household Coordination Engine strategy on a stored household and get back a ranked decision object with evidence records. Strategies: withdrawal-sequencin
• create_mandate Assign a standing mandate: strategy-watch (one household, the strategies you choose), tax-optimization (one household, minimize-lifetime-tax, the tax strategies
• list_mandates The organization's mandates, newest first, optionally for one household or status, with an alert listing trigger events left open over an hour. Any key role. Sa
• get_mandate One mandate and its last 20 cycles, each with the strategies swept and the gate's reason for every candidate it did not propose (below the floor, cooldown, dupl
• run_mandate Record a manual trigger and run the mandate's cycle now: sweep its strategies on the household's current version, store each decision, and file proposals that c
• list_proposals Proposals Lodestar filed for a person to decide, newest first, optionally filtered by status (pending, approved, rejected, expired, superseded, stale, withdrawn
• review_proposal Decide one pending proposal. APPROVER OR OWNER KEY ONLY: developer and viewer keys are refused, so the key that configures mandates cannot sign off their output
• get_ledger Ledger entries written by approvals, newest first, optionally for one mandate or household, with the total. Each is an evidence record (hash over its inputs and
• list_questions Lodestar's questions about one field of a household's data (a taxable account with no cost basis, a Social Security stream with no amount, living expenses of ze
• answer_question Answer one open question. value proposes the corrected field as a data-change proposal that an approver or owner must approve before anything is written; confir
• manage_preferences An advisor's standing preferences, which the gate enforces in every cycle: avoid-strategy (optionally until a date), min-value for a strategy, max-annual-conver

Details

• Version: 1.8.0
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 561 ms
• First indexed: 2026-11-01T09:00:11.424Z
• Last seen in registry: 2026-11-01T09:00:11.596Z
• Website: https://worthune.com

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