Antevo Wealth

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

CommunityDegradedNo sign-inGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

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

    How to connect

    How to connect Antevo Wealth to Claude

    The server address to paste into Claude settings:

    https://api.antevo.ch/mcp/wealth/mcp

    1. Open Claude (claude.ai or the desktop app).
    2. Go to Settings → Connectors.
    3. Click Add custom connector.
    4. Paste the server address copied below into Remote MCP server URL and click Add.
    5. In a chat, click + → Connectors and switch the new connector on.

    Custom connectors are available on Free, Pro, Max, Team and Enterprise plans (Free is limited to one). On Team and Enterprise an organization Owner adds the connector first under Organization settings → Connectors.

    Authorization

    After you click Add, a sign-in window for the service opens. Sign in with your own account and approve access. Claude never sees your password.

    How to connect Antevo Wealth to ChatGPT

    The server address to paste into ChatGPT settings:

    https://api.antevo.ch/mcp/wealth/mcp

    1. Open ChatGPT in a browser (chatgpt.com). A Plus, Pro, Business, Enterprise or Edu plan is required.
    2. Turn on developer mode once: Settings → Apps → Advanced settings → Developer mode.
    3. Open Settings → Connectors and click Create.
    4. Fill in the form: Name (anything), Description (one line about what the service does), MCP server URL (copy it below).
    5. Under Authentication choose OAuth if the service requires sign-in, otherwise None. Click Create.
    6. In a new chat open + → Apps/Connectors and enable the connector.

    OpenAI has renamed this section before (Connectors → Apps/Plugins). If the label differs, search settings for "developer mode". On Business/Enterprise workspaces an admin must allow custom connectors first.

    Authorization

    On first use ChatGPT opens the service's sign-in window. Sign in and approve access.

    How to connect Antevo Wealth to Cursor

    The server address to paste into Cursor settings:

    https://api.antevo.ch/mcp/wealth/mcp

    Fastest: click Open in Cursor below and confirm the prompt.

    Manually:

    1. In Cursor open Settings → Cursor Settings → MCP and click Add new global MCP server.
    2. Paste the JSON copied below into ~/.cursor/mcp.json (per project: .cursor/mcp.json in the repo root).
    3. Save the file. The server appears in the MCP list; authorize it there if asked.

    Authorization

    If the service needs sign-in, an authorize button appears next to the server in the MCP list.

    Server tool list (36)

    Raw names from tools/list. Only developers need these.

    get_net_worthWhat 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_exposure_toHow 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.
    list_householdsThe 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_positionsPositions for a household, paginated, sorted by market value.
    list_accountsAccounts and custody for the household.
    get_riskRisk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
    get_portfolio_driftDrift of a portfolio versus its target allocation.
    list_facilitiesCredit facilities — balances, limits, rates, maturities, covenants, collateral.
    get_facilityOne credit facility in full, including covenant headroom and pledged collateral.
    list_real_assetsReal assets — property, vessels, aircraft, art and collections.
    get_real_assetOne real asset in detail.
    get_real_asset_economicsReal-asset economics — income, costs, net cashflow and net yield.
    get_briefToday's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
    get_market_dataMarket data for the user's watchlist, with signals where available.
    list_published_contentPublished video, audio and research notes — the desk's catalogue.
    lookup_index_by_brandFind alt-asset indices by brand or keyword (wine, watches, art, cars).
    get_recent_resultsRecent auction-realised and list-price events over a look-back window.
    get_signals_recentRecent alt-asset trade signals over a look-back window (days_back).
    get_correlationsCross-asset correlations by effect type.
    get_equity_fundamentalsEquity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
    run_technical_analysisTechnical analysis for any instrument — how indicators lean, the regime, or a full backtest.
    list_layersCatalogue of geopolitical map layers you can request.
    get_geo_mapGlobal geopolitical intelligence layers over a look-back window.
    get_country_briefPer-country geopolitical drilldown (ISO-2).
    list_watchlistThe household's tracked instruments with price, momentum, how each leans and volatility.
    list_goalsFinancial goals — target vs current funding, progress, gap and status.
    get_today_briefThe household's daily briefing — what matters today.
    get_unread_alertsUnread alerts for the household.
    get_open_breachesOpen compliance/policy breaches.
    get_drift_snapshotDrift snapshot across the household's portfolios.
    get_upcoming_calendarUpcoming dividends, earnings and macro events that touch the book.
    list_familyHousehold entities — people and structures.
    get_entityOne household entity in detail.
    list_documentsDocument metadata in the household vault.
    get_documentMetadata for one document.
    list_capabilitiesWhat 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.