Wealthos

Name: Wealthos
Author: wealthos

Wealthos: общий баланс по всем счетам, прогнозы и финансовые цели через ассистента

От сообществаСбоиБез входаГлобальныйБесплатноМожет изменять данные

Что умеет

Показывать общий капитал с разбивкой по категориям и счетам
Добавлять и обновлять счета, доходы и расходы
Строить прогнозы и сохранять сценарии «что если»
Ставить финансовые цели и отслеживать прогресс по ним
Менять предпочитаемую валюту с пересчётом всех целей

Какие данные видит

Ассистент видит счета, доходы, расходы, цели и прогнозы, сохранённые пользователем в Wealthos.

Нужен ли аккаунт

Не нужен: сервер работает без входа

Wealthos собирает баланс по всем финансовым счетам пользователя в одной валюте, ведёт учёт доходов и расходов, строит прогнозы и сценарии «что если», а также отслеживает прогресс по финансовым целям. Хостинг облачный, доступ по аккаунту на wealthos.cc, подключение к Claude, ChatGPT и другим MCP-клиентам.

Как подключить

Как подключить Wealthos к Claude

Адрес сервера, который нужно вставить в настройках Claude:

https://wealthos.run.tools

Откройте Claude (сайт claude.ai или приложение для компьютера).
Перейдите в Настройки → Коннекторы (в английском интерфейсе: Settings → Connectors).
Нажмите Добавить пользовательский коннектор (Add custom connector).
Вставьте адрес сервера, скопированный ниже, в поле URL удалённого MCP-сервера и нажмите Добавить.
В чате нажмите + → Коннекторы и включите новый коннектор.

Пользовательские коннекторы доступны на тарифах Free, Pro, Max, Team и Enterprise. На Free можно добавить только один. В Team и Enterprise коннектор сначала добавляет владелец организации в Настройки организации → Коннекторы.

Авторизация

После нажатия Добавить откроется окно входа в сервис. Войдите под своим аккаунтом и подтвердите доступ. Пароль Claude не видит.

Как подключить Wealthos к ChatGPT

Адрес сервера, который нужно вставить в настройках ChatGPT:

https://wealthos.run.tools

Откройте ChatGPT в браузере (chatgpt.com). Нужен тариф Plus, Pro, Business, Enterprise или Edu.
Один раз включите режим разработчика: Настройки → Приложения → Дополнительные настройки → Режим разработчика (Settings → Apps → Advanced settings → Developer mode).
Откройте Настройки → Коннекторы и нажмите Создать (Create).
Заполните форму: Название (любое), Описание (одна фраза, что делает сервис), URL MCP-сервера (скопируйте ниже).
В поле Аутентификация выберите OAuth, если сервис требует вход, иначе Нет. Нажмите Создать.
В новом чате откройте + → Приложения/Коннекторы и включите коннектор.

Название раздела у OpenAI менялось (Connectors → Apps/Plugins). Если пункт называется иначе, ищите «режим разработчика» в настройках. В рабочих пространствах Business/Enterprise администратор должен разрешить пользовательские коннекторы.

Авторизация

При первом использовании ChatGPT откроет окно входа в сервис. Войдите и подтвердите доступ.

Как подключить Wealthos к Cursor

Адрес сервера, который нужно вставить в настройках Cursor:

https://wealthos.run.tools

Быстрый способ: нажмите кнопку Открыть в Cursor ниже, Cursor сам предложит добавить сервер.

Вручную:

В Cursor откройте Settings → Cursor Settings → MCP и нажмите Add new global MCP server.
Вставьте JSON, скопированный ниже, в открывшийся файл ~/.cursor/mcp.json (для одного проекта: .cursor/mcp.json в корне проекта).
Сохраните файл. Сервер появится в списке MCP; при необходимости пройдите авторизацию по кнопке рядом с ним.

Авторизация

Если сервис требует вход, рядом с сервером в списке MCP появится кнопка авторизации.

Список инструментов сервера (46)

Технические названия из tools/list. Нужны только разработчикам.

wealth_get	Get the user's total net worth across all visible accounts in their preferred currency, with an optional per-category breakdown.
preferences_currency_get	Get the user's currently preferred display currency (3-letter ISO code, e.g. EUR, USD). This is the currency the dashboard sums totals in and the default for new accounts/expenses/income/goals/forecasts.
preferences_currency_set	Change the user's preferred display currency. This is a real operation — every existing financial goal's target amount and manual progress is converted to the new currency at live exchange rates (account balances stay in their own currencies; the dashboard re-sums them on the fly). If any goal fails to convert (e.g. exchange-rate API down) the preference change is aborted entirely. Pass `confirm: true` after explicitly telling the user what will be migrated.
accounts_list	List all of the user's financial accounts (bank, savings, investments, real estate, fintech) with current balances.
accounts_add	Add a new manually-tracked financial account. The `type` is a category slug — either a default (bank, savings, investments, real_estate) or a custom slug from accounts_categories_list. If unsure, call accounts_categories_list first.
accounts_update	Update an existing account. Any omitted field is left unchanged. Get the account_id from accounts_list.
accounts_delete	Delete a manually-tracked account permanently. The account_id must come from accounts_list.
accounts_categories_list	List the user's account categories — the four built-in defaults (bank, savings, investments, real_estate) merged with any custom categories the user created. Use the returned `slug` as the `type` when adding or updating accounts.
accounts_categories_add	Create a custom account category. Slug is generated from the label. Defaults cannot be re-created.
accounts_categories_update	Update a custom category's label or icon. Cannot edit defaults. Slug is immutable to avoid orphaning accounts.
accounts_categories_delete	Delete a custom category. Any accounts using it are reassigned to the 'bank' default. Returns the number of reassigned accounts. Cannot delete defaults.
expenses_list	List all of the user's recurring and one-time expenses.
expenses_add	Add a new expense (recurring monthly or one-time).
expenses_delete	Delete an expense permanently. The expense_id must come from expenses_list.
income_list	List all of the user's income sources (recurring and one-time).
income_add	Add a new income source (recurring monthly or one-time).
income_delete	Delete an income source permanently. The income_id must come from income_list.
forecasts_calculate	DEFAULT for any forecast question. Runs a wealth forecast simulation in-memory WITHOUT persisting anything and returns projected balance over time + summary statistics. Always use this first — only switch to forecasts_save if the user explicitly says they want to save the scenario to Wealthos.
forecasts_save	Run a wealth forecast AND persist it as a saved scenario in Wealthos so the user can revisit it later in the Wealthos web app. Only call this when the user explicitly asks to save the scenario (e.g. "save this forecast", "keep this scenario"). For regular what-if questions use forecasts_calculate.
forecasts_saved_list	List all of the user's saved forecast scenarios.
forecasts_saved_delete	Delete a saved forecast scenario permanently. The forecast_id must come from forecasts_saved_list.
goals_list	List all of the user's financial goals with target amounts, target year, current progress, and progress percentage. Progress is read from the connected account balance when one is linked, otherwise from the manually-set value.
goals_add	Create a new financial goal with a target amount and year. Optionally link it to an account so its balance tracks progress automatically — otherwise progress is manually maintained.
goals_update	Update an existing financial goal. Any omitted field is left unchanged. Pass connected_account_id: 'disconnect' to remove an account link and switch the goal back to manual progress.
goals_delete	Delete a financial goal permanently. The goal_id must come from goals_list.
metrics_list	List all of the user's custom wealth metrics (user-defined formulas evaluated against their live financial data) with their current computed values.
metrics_create	Create a new custom wealth metric from a natural-language formula. Wealthos parses the formula into a computable expression that evaluates against the user's live financial data. Examples: 'monthly income minus monthly expenses', 'savings rate as percentage of income', 'how many months I could live on my savings'.
metrics_delete	Delete a custom wealth metric permanently. The metric_id must come from metrics_list.
plans_list	List the user's project-scoped draft budgets (Plans). Each plan has a target date, line items, and aggregated estimate/paid totals. Plans are sandbox forecasts — they don't auto-create entries elsewhere.
plans_get	Fetch a single plan with its full line-item breakdown. Use plan_id from plans_list.
plans_create	Create a new plan. Supply a target date, currency, and an array of line items (each with a name and estimated amount). Use this for project-scoped draft budgets — weddings, home purchases, sabbaticals. Line items can be formulas: pass value_mode:'formula' and a formula that references reference_amounts or other items by id as ref(<id>) or by name as {Name}. Reference amounts are named basis values (e.g. a property price) excluded from the budget total. No functions (min/round/sum) or cross-plan references.
plans_update	Update a plan's header fields (name, target date, funding setup, etc.). Use plans_items_* to manage line items.
plans_delete	Delete a plan permanently. Goals previously promoted from this plan are not affected.
plans_items_add	Add a single line item to an existing plan. The item is appended to the end of the list. For a formula item, pass value_mode:'formula' and a formula referencing reference amounts / other items by id as ref(<id>) (read ids from plans_get first) or by name as {Name}.
plans_items_update	Update a single line item on a plan (e.g. mark a deposit as paid by setting actual_amount). Pass actual_amount: null to clear it. To make an item a formula, set value_mode:'formula' and a formula (ref(<id>) or {Name} references). To turn a formula back into a literal, set value_mode:'value' and an estimated_amount. In formula mode any estimated_amount you pass is ignored (it is computed).
plans_items_delete	Remove a line item from a plan.
plans_reference_amounts_add	Add a named reference amount (a basis value like a property price) to a plan. Reference amounts are NOT counted in the budget total — line-item formulas reference them by id as ref(<id>). The server assigns the id; read it back from plans_get.
plans_reference_amounts_update	Update a reference amount's name or value. Changing the value recomputes every line-item formula that references it — the single call to use when a basis figure changes (e.g. the property price drops).
plans_reference_amounts_delete	Remove a reference amount from a plan. Line-item formulas that referenced it will show a missing-reference error until fixed.
plans_promote_to_goal	Create a financial goal from a plan's total budget. The plan and the new goal stay independent — edits to one don't affect the other. Useful when the user wants the plan total to also live as a tracked goal.
plan_templates_list	List the user's saved custom plan templates (reusable blueprints). Returns a summary per template; call plan_templates_get for the full line-item body. These are the user's own templates, distinct from the predefined templates referenced by plans_create's template_key.
plan_templates_get	Fetch one custom plan template with its full body — line items, reference amounts, funding defaults, and notes. Use template_id from plan_templates_list.
plan_templates_create	Create a new custom plan template (a reusable blueprint). Supply a name and an array of line items; optionally reference amounts, notes, funding defaults, currency, and a default target date. The slug is generated server-side. Templates are account-agnostic — any specific-account funding is converted to manual. Use is_public:true to publish immediately (or publish later via plan_templates_update).
plan_templates_update	Update a custom plan template. Patch the header (name, description) and publish/unpublish via is_public. To change the template's CONTENTS, pass `items` (plus any of reference_amounts / notes / funding / target_date / currency) — this REPLACES the whole template body, like the editor's Save. Omit `items` to leave the body untouched.
plan_templates_delete	Delete a custom plan template permanently. Plans already created from it are unaffected; if it was published, the public link stops working.
plan_templates_use	Create a new plan from a custom template (the agent equivalent of the 'Use this template' button). Copies the template's line items (with fresh ids), reference amounts (ids preserved so formulas keep resolving), notes, and funding defaults into a new saved plan. Returns the new plan_id.