wealth

Wealth MCP wraps the wealth experience routes (/expenses, /income, /assets) and exposes a tool set for: - Loading userdata - Reading monthly expense buckets…

CommunityOnlineAPI key requiredGlobalFreeRead-only

What it can do

  • Wealth.User Data: Load user_data for the authenticated user (income_answers, assets_answers, expenses-related fields, goals).
  • Wealth.Expenses.Monthly: Get monthly expense buckets for a month (YYYY-MM) or list months.
  • Wealth.Expenses.Set Estimates: Save expense estimate buckets (UI step 0). Client LLM must supply totals; server does not parse.

What data it sees

Do you need an account

An API key from the service settings is required

Wealth MCP wraps the wealth experience routes (/expenses, /income, /assets) and exposes a tool set for:

  • Loading user_data
  • Reading monthly expense buckets and estimate snapshots
  • Saving expense estimates + monthly actuals totals
  • Saving income and assets/liabilities answers
  • Managing lightweight recurring reminders (same contract as the main-site reminder widget)
  • FX rates and currency coverage gaps

How it fits with Orchestrator + Goals

  • Orchestrator routes user intent to Wealth when the user is working on wealth data.
  • Wealth/Goals can recommend switching to Nags only when reminder scheduling is requested.

MCP server URL

https://www.getzoro.com/api/mcp/wealth

How to connect

How to connect wealth to Claude

The server address to paste into Claude settings:

https://wealth--zoro.run.tools

  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 wealth to ChatGPT

The server address to paste into ChatGPT settings:

https://wealth--zoro.run.tools

  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 wealth to Cursor

The server address to paste into Cursor settings:

https://wealth--zoro.run.tools

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 (12)

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

wealth.user_dataLoad user_data for the authenticated user (income_answers, assets_answers, expenses-related fields, goals).
wealth.expenses.monthlyGet monthly expense buckets for a month (YYYY-MM) or list months.
wealth.expenses.set_estimatesSave expense estimate buckets (UI step 0). Client LLM must supply totals; server does not parse.
wealth.expenses.save_monthly_actuals_totalsSave a month’s actual expense totals (category totals only). Client LLM must compute totals; server does not parse.
wealth.expenses.estimatesList expense estimate snapshots (or latest only with latest=true).
wealth.income.saveSave income answers (UI: Income details). Client LLM must supply values; server does not parse.
wealth.assets.saveSave assets + liabilities (UI: Assets and liabilities). Client LLM must supply values; server does not parse.
wealth.reminders.listList reminders created via the main-site “Add reminder” widget.
wealth.reminders.createCreate a main-site reminder (lightweight check-in). For email/WhatsApp/webhooks, use Nags.
wealth.reminders.deleteDelete a main-site reminder row by id (from reminders.list).
wealth.fx.ratesList stored FX rates (optional month=YYYY-MM per /api/currency-rates).
wealth.fx.coverageReport missing (month, currency) pairs for the user (expenses/income/assets currencies vs rates table).