WealthSchema

Cited 2026 U.S.

CommunityOnlineNo sign-inGlobalFreeRead-only

What it can do

    What data it sees

    Do you need an account

    No: the server works without sign-in

    Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.

    How to connect

    How to connect WealthSchema to Claude

    The server address to paste into Claude settings:

    https://www.wealthschema.com/api/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 WealthSchema to ChatGPT

    The server address to paste into ChatGPT settings:

    https://www.wealthschema.com/api/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 WealthSchema to Cursor

    The server address to paste into Cursor settings:

    https://www.wealthschema.com/api/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 (8)

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

    list_archetypesList all synthetic household archetypes (id, name, life stage, wealth tier, household type).
    list_bundlesList product bundles (themed household datasets) with use cases and one-time-purchase links.
    get_sample_householdGet one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projections withheld). Free sample archetypes: F-01, A-01, H-01, H-02, S-01, R-01, RE-01, RL-01. Other archetypes are in the paid corpus.
    describe_household_schemaDescribe the top-level fields of a synthetic household record.
    get_purchase_linkGet the one-time-purchase product URL for a bundle.
    list_reference_parametersList the U.S. federal financial-planning parameters for a tax year (keys, labels, domains), marking which are in the free sample. Optionally filter by domain.
    get_reference_parameterGet a source-verified U.S. federal financial-planning parameter by key and tax year, with its value and primary-source citation. Without a paid key, only the headline free-sample figures return values.
    get_planning_benchmarkGet Planning Benchmark v2 - 50 free evaluation tasks for AI financial-advice systems with answer keys by construction: required figures cited to primary source documents, wrong-but-plausible stale values enumerated with reason codes (the Stale Figure Rate metric). Pass blind=true to omit the answer keys for blind evaluation. Scoreboard + protocol: https://www.wealthschema.com/benchmark ; commercial eval packs: https://www.wealthschema.com/ai-eval-sets