wealth
Wealth MCP wraps the wealth experience routes (/expenses, /income, /assets) and exposes a tool set for: - Loading userdata - Reading monthly expense buckets…
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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
Server tool list (12)
Raw names from tools/list. Only developers need these.
| 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. |
| wealth.expenses.save_monthly_actuals_totals | Save a month’s actual expense totals (category totals only). Client LLM must compute totals; server does not parse. |
| wealth.expenses.estimates | List expense estimate snapshots (or latest only with latest=true). |
| wealth.income.save | Save income answers (UI: Income details). Client LLM must supply values; server does not parse. |
| wealth.assets.save | Save assets + liabilities (UI: Assets and liabilities). Client LLM must supply values; server does not parse. |
| wealth.reminders.list | List reminders created via the main-site “Add reminder” widget. |
| wealth.reminders.create | Create a main-site reminder (lightweight check-in). For email/WhatsApp/webhooks, use Nags. |
| wealth.reminders.delete | Delete a main-site reminder row by id (from reminders.list). |
| wealth.fx.rates | List stored FX rates (optional month=YYYY-MM per /api/currency-rates). |
| wealth.fx.coverage | Report missing (month, currency) pairs for the user (expenses/income/assets currencies vs rates table). |