Antevo Wealth
The family estate in full — what you hold, what you owe, and what it is exposed to.
| Endpoint | https://api.antevo.ch/mcp/wealth/mcp (streamable-http) |
|---|---|
| Registry version | 1.0.2 |
| Now | 38 tools · grade C (75) · pin ts_0ce65782182341c157daa109a2772c6c · protocol 2025-06-18 |
| First / last listed | 2026-10-25 00:14 UTC / 2026-10-25 00:14 UTC |
| Grade over time | 2026-10-25: C (75), 38 tools |
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Tools: get_net_worth get_exposure_to list_households get_portfolio_positions list_accounts get_risk get_portfolio_drift list_facilities get_facility list_real_assets get_real_asset get_real_asset_economics get_brief get_market_data list_published_content lookup_index_by_brand get_recent_results get_signals_recent get_correlations get_equity_fundamentals run_technical_analysis list_layers get_geo_map get_country_brief list_watchlist list_goals get_today_brief get_unread_alerts get_open_breaches get_drift_snapshot get_upcoming_calendar list_family get_entity list_documents get_document create_portfolio add_position list_capabilities
get_net_worth | What the household is worth, at the width you ask for: scope='estate' (default) is AUM plus real assets minus liabilities; 'aum' is investable securities and cash only; 'allocation' breaks that book down by asset class. FX-converted. params: household_id, scope |
get_exposure_to | How much of the book sits behind a country (ISO-2) or a TRBC sector, with the positions behind it. Omit `value` for the ranked breakdown. Always read coverage.classified_pct — sector resolves for only part of the book. params: dimension, value, household_id |
list_households | The households this user belongs to, with their ids. Needed only when they belong to more than one — otherwise omit household_id and it resolves to theirs. params: none |
get_portfolio_positions | Positions for a household, paginated, sorted by market value. params: household_id, cursor, limit |
list_accounts | Accounts and custody for the household. params: household_id, status |
get_risk | Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown. params: household_id, portfolio_id |
get_portfolio_drift | Drift of a portfolio versus its target allocation. params: household_id*, portfolio_id* |
list_facilities | Credit facilities — balances, limits, rates, maturities, covenants, collateral. params: household_id, status, limit |
get_facility | One credit facility in full, including covenant headroom and pledged collateral. params: facility_id* |
list_real_assets | Real assets — property, vessels, aircraft, art and collections. params: household_id, asset_class, cursor, limit |
get_real_asset | One real asset in detail. params: asset_id* |
get_real_asset_economics | Real-asset economics — income, costs, net cashflow and net yield. params: household_id |
get_brief | Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks. params: kind, scope |
get_market_data | Market data for the user's watchlist, with signals where available. params: none |
list_published_content | Published video, audio and research notes — the desk's catalogue. params: none |
lookup_index_by_brand | Find alt-asset indices by brand or keyword (wine, watches, art, cars). params: brand*, limit |
get_recent_results | Recent auction-realised and list-price events over a look-back window. params: days_back, limit |
get_signals_recent | Recent alt-asset trade signals over a look-back window (days_back). params: days_back, limit |
get_correlations | Cross-asset correlations by effect type. params: effect_type, limit |
get_equity_fundamentals | Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers. params: identifier*, identifier_type, frequency, year_history, peers, force_refresh |
run_technical_analysis | Technical analysis for any instrument — how indicators lean, the regime, or a full backtest. params: identifier*, identifier_type, analysis_mode, frequency, history_days, selected_indicators, trade_mode, initial_cash, transaction_cost, risk_per_trade, benchmark, force_refresh |
list_layers | Catalogue of geopolitical map layers you can request. params: none |
get_geo_map | Global geopolitical intelligence layers over a look-back window. params: layers, days_back, region, country, severity |
get_country_brief | Per-country geopolitical drilldown (ISO-2). params: iso2*, days_back |
list_watchlist | The household's tracked instruments with price, momentum, how each leans and volatility. params: household_id |
list_goals | Financial goals — target vs current funding, progress, gap and status. params: household_id, include_inactive |
get_today_brief | The household's daily briefing — what matters today. params: household_id |
get_unread_alerts | Unread alerts for the household. params: household_id |
get_open_breaches | Open compliance/policy breaches. params: household_id |
get_drift_snapshot | Drift snapshot across the household's portfolios. params: household_id |
get_upcoming_calendar | Upcoming dividends, earnings and macro events that touch the book. params: household_id, days |
list_family | Household entities — people and structures. params: household_id |
get_entity | One household entity in detail. params: entity_id* |
list_documents | Document metadata in the household vault. params: household_id, domain, category, status, limit |
get_document | Metadata for one document. params: household_id*, doc_id* |
create_portfolio | Create an empty portfolio (and the account it sits in) in the user's household, e.g. one per bank or broker. Records structure only; nothing is bought or sold. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and only if they approve call again with confirm=true and plan_id. Plans expire after 5 minutes. params: name*, institution, currency, household_id, confirm, plan_id |
add_position | Record a holding the user already owns: a security (ISIN preferred; an exact ticker or a name also works) and a quantity, in one of their portfolios. Never buys or sells. If the name matches several securities the tool returns the candidates — ask the user which, then call again with that ISIN. Modification Plan flow: call without confirm to get a plan, show plan.human_message to the user, and onl params: security*, quantity*, portfolio, currency, cost_basis_per_unit, as_of, household_id, confirm, plan_id |
list_capabilities | What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection. params: none |
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