WealthSchema

com.wealthschemaPublished by wealthschema.comOfficial publisherv0.1.0Updated Oct 24, 2026

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

VerifiedStreamable HTTPWeb executableFinanceData & Analytics

Overview

AI-generated overview

WealthSchema gives an assistant cited U.S. federal planning figures, synthetic household samples, and a benchmark for evaluating AI financial-advice systems.

What you can do
List synthetic household archetypes and product bundles, and describe the household record schema. Retrieve one deliberately limited free sample household; other archetypes are in the paid corpus. List U.S. federal financial-planning parameters for a tax year, optionally filtered by domain, and get a single parameter's value with its primary-source citation. Get the Planning Benchmark v2, 50 free evaluation tasks with answer keys, optionally with answers omitted. Fetch one-time-purchase links for bundles.
When to use it
Useful when an assistant needs source-cited U.S. planning figures for a tax year, wants to inspect the shape of synthetic household data before buying, or needs a benchmark to evaluate a financial-advice system.
Requirements
Remote streamable HTTP endpoint at the server's own site; no packages, environment variables or headers declared. No authentication is declared, but the tool descriptions refer to a paid key that unlocks values beyond the free sample.
Before you install
Most content is gated: sample households are deliberately insufficient and truncated, and without a paid key only headline free-sample figures return values. Bundles are sold through one-time-purchase links, so the assistant can surface purchase URLs. Figures are U.S. federal planning parameters and should be checked against the cited primary sources.

Installation

In SourceWeft

  1. Open WealthSchema in the dashboard and add it to a workspace.
  2. Enable the server for the chats that should use its tools.

Web executable via Streamable HTTP. Remote servers run from the web runtime once configured in a workspace.

Use with an agent

Paste this prompt into Claude Code, Codex, Cursor or another agent — or into SourceWeft chat. The agent reads this server's install guide, shows you its publisher, endpoint and sign-in, and adds it to your client once you agree. Keys never go into a command.

Read https://sourceweft.com/mcp/com.wealthschema%2Fmcp/install.md and connect the MCP server it describes to my client. Before changing any config, show me its publisher, endpoint and sign-in method and wait for my OK. Never put an API key in a command or in a file I would commit; ask me where it should come from.

Read the install guide the agent follows

Other MCP clients

Add this to your client's mcpServers config.

{
  "mcpServers": {
    "wealthschema": {
      "type": "http",
      "url": "https://www.wealthschema.com/api/mcp"
    }
  }
}

Tools

8

list_archetypes

List all synthetic household archetypes (id, name, life stage, wealth tier, household type).

Takes no parameters.

list_bundles

List product bundles (themed household datasets) with use cases and one-time-purchase links.

Takes no parameters.

get_sample_household

Get 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.

ParametersarchetypeIdrequired

describe_household_schema

Describe the top-level fields of a synthetic household record.

Takes no parameters.

list_reference_parameters

List 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.

Parametersdomaintax_year

get_reference_parameter

Get 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.

Parameterskeyrequiredtax_year

get_planning_benchmark

Get 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

Parametersblind

Version history

1
  1. v0.1.0LatestSep 24, 2026

Score

83% of the applicable checks met

How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.

  • Reached in the last 30 daysRequired25 pts
  • Auth declaredRequired10 pts
  • Tools listedRequired15 pts
  • DescriptionRequired15 pts
  • Logo10 pts
  • Documentation15 pts

    Declare a GitHub repository with a README, or serve resource_documentation in the OAuth protected-resource metadata.

  • LicenseNot applicable

    A hosted service is used under its provider's terms, so no license is expected here. This check is left out of the percentage.