Antevo Wealth MCP server

• add_positionFree

  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 only if they approve call again with confirm=true and plan_id. For bonds, quantity is the nominal.

• create_portfoliowrite actionFree

  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.

• get_briefFree

  Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.

• get_correlationsFree

  Cross-asset correlations by effect type.

• get_country_briefFree

  Per-country geopolitical drilldown (ISO-2).

• get_documentFree

  Metadata for one document.

• get_drift_snapshotFree

  Drift snapshot across the household's portfolios.

• get_entityFree

  One household entity in detail.

• get_equity_fundamentalsFree

  Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.

• get_exposure_toFree

  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.

• get_facilityFree

  One credit facility in full, including covenant headroom and pledged collateral.

• get_geo_mapFree

  Global geopolitical intelligence layers over a look-back window.

• get_market_dataFree

  Market data for the user's watchlist, with signals where available.

• get_net_worthFree

  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.

• get_open_breachesFree

  Open compliance/policy breaches.

• get_portfolio_driftFree

  Drift of a portfolio versus its target allocation.

• get_portfolio_positionsFree

  Positions for a household, paginated, sorted by market value.

• get_real_assetFree

  One real asset in detail.

• get_real_asset_economicsFree

  Real-asset economics — income, costs, net cashflow and net yield.

• get_recent_resultsFree

  Recent auction-realised and list-price events over a look-back window.

• get_riskFree

  Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.

• get_signals_recentFree

  Recent alt-asset trade signals over a look-back window (days_back).

• get_today_briefFree

  The household's daily briefing — what matters today.

• get_unread_alertsFree

  Unread alerts for the household.

• get_upcoming_calendarFree

  Upcoming dividends, earnings and macro events that touch the book.

• list_accountsFree

  Accounts and custody for the household.

• list_capabilitiesFree

  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.

• list_documentsFree

  Document metadata in the household vault.

• list_facilitiesFree

  Credit facilities — balances, limits, rates, maturities, covenants, collateral.

• list_familyFree

  Household entities — people and structures.

• list_goalsFree

  Financial goals — target vs current funding, progress, gap and status.

• list_householdsFree

  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.

• list_layersFree

  Catalogue of geopolitical map layers you can request.

• list_published_contentFree

  Antevo's newest published videos, podcasts and research notes.

• list_real_assetsFree

  Real assets — property, vessels, aircraft, art and collections.

• list_watchlistFree

  The household's tracked instruments with price, momentum, how each leans and volatility.

• lookup_index_by_brandFree

  Find alt-asset indices by brand or keyword (wine, watches, art, cars).

• run_technical_analysiswrite actionFree

  Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

• –Code scanremote-only server, no package to scann/a
• Live reliabilityremote reachable in 777ms20/20
• Tool poisoning38 tool descriptions checked15/15
• Auth qualityopen endpoint exposes 2 write-action tools with no auth3/15
• Maintenancelast push 7 days ago15/15
• Maintainer identityendpoint served from the registry-verified namespace domain8/10

Safety score

81/100

higher than 62% of 48,243 servers

Tools

38

the typical server has 7

Tools that change things

5%

typical: 0%. Fewer write tools means less an agent can break

Uptime

100%

of our recent checks; the typical remote server answers 100%

Response time

907 ms

faster than 15% of 30,027 servers

Grade history

• 2026-11-04restoreC → Bscore 81: Write-action tools reachable without authentication

Antevo Wealth: common questions

Is Antevo Wealth MCP server safe?

Mostly: it is graded B (81/100). Read the Antevo Wealth safety report

How do I install Antevo Wealth?

It runs remotely at api.antevo.ch. Add it to Claude Code, Cursor, VS Code or Claude Desktop with the snippets above, or call it through the mcp.market gateway without installing anything.

Does Antevo Wealth need an API key?

Not as far as the registry entry and our scan can tell: no credentials are declared or required.

Is Antevo Wealth maintained?

The last commit was 8 days ago (2026-10-28). The latest release is v1.0.2.

Is Antevo Wealth up?

100% of our last 28 checks got an answer. We check remote servers about four times a day.

How does Antevo Wealth compare with other MCP servers?

safety score 81/100 (higher than 62% of 48,243 servers); tools 38 (the typical server has 7); tools that change things 5% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.