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Antevo Wealth

Claude connectorCommunity

Your family's whole balance sheet, in your AI assistant.

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Tools
38

exposed by this connector

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More from Antevo

All listings by Antevo

Ask about your household's own records in plain language: net worth across accounts, real assets and liabilities; holdings, allocation and exposure to a country or sector; risk, drift and stress results; credit facilities, goals, policy limit breaches, upcoming dividends, earnings and macro events, and a personal morning briefing. It can also record holdings you already own: it sets out exactly what it will add and writes nothing until you approve. It never buys, sells or moves money. Every answer is dated and names its source. Data held in Switzerland. You need an Antevo Wealth account to sign in.

Tools

  • add_position
  • create_portfolio
  • get_brief
  • get_correlations
  • get_country_brief
  • get_document
  • get_drift_snapshot
  • get_entity
  • get_equity_fundamentals
  • get_exposure_to
  • get_facility
  • get_geo_map
  • get_market_data
  • get_net_worth
  • get_open_breaches
  • get_portfolio_drift
  • get_portfolio_positions
  • get_real_asset
Show all 38
  • get_real_asset_economics
  • get_recent_results
  • get_risk
  • get_signals_recent
  • get_today_brief
  • get_unread_alerts
  • get_upcoming_calendar
  • list_accounts
  • list_capabilities
  • list_documents
  • list_facilities
  • list_family
  • list_goals
  • list_households
  • list_layers
  • list_published_content
  • list_real_assets
  • list_watchlist
  • lookup_index_by_brand
  • run_technical_analysis
Categories
Made by
Antevo · Website
Sign-in
Required
Connector URL
https://api.antevo.ch/mcp/wealth/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 16, 2026
More info
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