Antevo Wealth

ch.antevo由 antevo.ch 發布官方發布者v1.0.2更新於 Nov 2, 2026

The family estate in full — what you hold, what you owe, and what it is exposed to.

發布方自己的服務:Antevo Executive Brief

已驗證Streamable HTTP可網頁執行金融資料與分析商業與電商

概覽

AI 產生的概覽

Antevo Wealth 是遠端 MCP 伺服器,讓助理讀取家庭資產的持倉、風險、信貸、實體資產與目標,並可登錄已持有的資產。

可以做什麼
  • 讀取淨資產、資產配置、依國家或產業的曝險、持倉、帳戶與投資組合偏離度
  • 評估風險、含契約條款與擔保品的信貸額度,以及實體資產收益
  • 檢視市場資訊:每日簡報、自選清單行情、股票基本面、技術分析與地緣政治圖層
  • 追蹤財務目標、提醒、合規違規、即將到來的行事曆事件、家庭成員與文件庫
  • 建立空投資組合並登錄既有持倉,兩者都需先經確認流程
適用情境
適合想讓助理回答自家家族資產問題的人,例如集中度、風險、負債、目標,或今日市場觀點對自身持倉的意義;也適合登錄已持有的資產。它並非交易或付款工具。
執行需求
由 Antevo 代管的遠端 Streamable HTTP 端點,無需安裝。需要 Antevo Wealth 帳戶:使用 OAuth 2.1(PKCE 與動態用戶端註冊),未帶權杖的工具呼叫會回傳 401,合規用戶端可自行完成登入。探索類呼叫無需權杖。
安裝前請注意
此伺服器可讀取整個家庭帳簿,包括家庭成員、文件與信貸額度,請僅連線到可信任此類資料的助理。它可建立投資組合並登錄持倉,但須經確認步驟;不會交易、轉帳或刪除。回傳資料會交給所選 AI 服務並適用其條款。輸出為情報,不構成投資建議。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 Antevo Wealth,將其新增到工作區。
  2. 為需要使用其工具的對話啟用該服務。

Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。

交給代理程式安裝

把這段提示詞貼上到 Claude Code、Codex、Cursor 等代理程式,或 SourceWeft 對話中。代理程式會讀取該伺服器的安裝指南,先向你展示發布者、端點和登入方式,經你同意後再把它新增到你的客戶端。金鑰不會寫進任何命令。

閱讀 https://sourceweft.com/mcp/ch.antevo%2Fwealth/install.md,並按其中說明把這個 MCP 伺服器接入我的客戶端。修改任何設定之前,先告訴我它的發布者、端點和登入方式,等我確認。不要把 API 金鑰寫進命令或我會提交的檔案;問我金鑰應從哪裡取得。

檢視代理程式所依據的安裝指南

其他 MCP 客戶端

把它新增到你客戶端的 mcpServers 設定中。

{
  "mcpServers": {
    "antevo-wealth": {
      "type": "http",
      "url": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

README

[Antevo: a question field cycling through questions your assistant can now answer, beside a lens where signals from the world travel inward to you]

Antevo MCP: six remote MCP servers for markets, market stress, trademarks, wealth and mandates

Antevo's connections, for any assistant that speaks MCP. The 07:00 Brief, the Executive Brief and its dated archive, the weekly Tremor index, the trademark registers, your own household and your firm's client book — six remote servers over Streamable HTTP. Four need no account. There is nothing to download and nothing to run.

[validate] [MCP Registry] [Transport] [npm] [License: MIT]

Why Antevo

  • A named desk, not a web search. Answers come from Antevo's published Executive Brief, the trademark registers themselves, and — when you sign in — your own record, with the date on every read.
  • Public where it can be, permissioned where it matters. The 07:00 Brief, Executive, Tremor Watch and trademark screening reach no personal data. Wealth, Mandates and Trademark's signed-in tools use OAuth 2.1 with PKCE.
  • Intelligence, not advice. Nothing here places a trade or moves money.

[How a question travels: your assistant speaks MCP to four Antevo connections, which draw on the Antevo desk and return an answer with the record behind it]

Table of Contents

The servers

ServerAddressAccessTools
0.The 07:00 Brief — your agent knows the markets by 07:00, every day: the daily brief, Market Map, Big Picture, Three Minute Brief, Risk Radar and sector noteshttps://api.antevo.ch/mcp/0700/mcpPublic4
I.Executive — the daily editorial read, risk radar, forward calendar, dated archive, desk reads, world-events map, macro-economic historyhttps://api.antevo.ch/mcp/executive/mcpPublic15
II.Trademark — screen a name or a whole shortlist, with the companies and domains already registered under each name; read a holder's filing pattern; check an opposition windowhttps://trademark.antevo.ch/mcpPublic screening (5 tools); sign-in for the rest16
III.Wealth — your household: holdings, allocation, risk, real assets, liabilities, goals, documentshttps://api.antevo.ch/mcp/wealth/mcpYour account38
IV.Mandates — your firm's client book: clients, reviews, meeting briefs, goals, documents, successionhttps://api.antevo.ch/mcp/mandates/mcpBy arrangement24
V.Tremor Watch — how many of 753 market relationships stopped behaving this week: the Antevo Tremor Index against a normal Friday, its seven families, the new breaks, any week's pairs and every reading since 1997https://api.antevo.ch/mcp/tremor/mcpPublic4

Tool counts are read live from each server's tools/list. Wealth reads your whole book, and can record holdings you already own — only after you confirm. It never trades, moves money or deletes anything. Mandates can also change records in your own firm's book and asks for confirmation before anything irreversible.

The 07:00 Brief: make it automatic

Your agent knows the markets by 07:00, every day. We read them so you don't have to.

In Claude, add a Scheduled task; in ChatGPT, a Task. Set it for 07:05 every morning and paste a prompt. Your agent has read the markets before you have.

WhenPrompt
Every day, 07:05"Read today's 07:00 Brief and tell me the three things that matter today, and what to watch."
Every day, 07:05, with Antevo Wealth"Read today's 07:00 Brief and tell me the three things that matter today, and what they mean for my holdings."
Every Monday, 07:05"From The 07:00 Brief's Risk Radar, tell me which risks are rising this week and what to watch."

The brief is out around 07:00 Zurich time; in Asia, pick a time after 14:00 Singapore time. Prefer email? Get the brief in your inbox each morning: antevo.ch/executive

Install in your client

ClientHow
Claude — Code, Desktop, claude.ai/plugin marketplace add ANTEVO-CH/plugins, then /plugin install antevo-executive@antevo — each connection with its skills. See ANTEVO-CH/plugins.
Claude — directoryOne click: The 07:00 Brief, Executive, Tremor Watch, Wealth.
CursorOne click on antevo.ch/mcp, the mcp.json in INSTALL.md, or a plugin from plugins/ — six plugins, take only what you need.
VS CodeOne click from INSTALL.md.
Gemini CLIgemini extensions install https://github.com/ANTEVO-CH/antevo-mcp
KiroPowers → Add Custom Power → import from GitHub: powers/ has The 07:00 Brief, Executive, Tremor Watch and Trademark.
Windsurf, Zed, Goose, any MCP clientPaste an address from the servers as a remote Streamable HTTP server.
A terminalnpx @antevo/cli brief — see ANTEVO-CH/cli.

Quick Start

text
What do I need to know about markets today?                              → The 07:00 BriefWhat happened in markets today, and what does the desk make of it?     → ExecutiveWhat could go wrong from here — and what would settle it?               → ExecutiveAre markets under strain this week — which relationships are breaking?  → Tremor WatchHas anyone filed anything close to "Novara"?                             → TrademarkWhere am I concentrated?                                                 → Wealth, after sign-inWhich clients are due a review this month?                               → Mandates, after sign-in

Authentication

  • The 07:00 Brief, Executive, Tremor Watch and Trademark screening need no token. They are rate-limited per client and hold no personal data.
  • Trademark's other eleven tools — the watchlist and its conflicts, deadlines, filing activity in a class, a holder's whole book, filer follows, investigations and the credit balance — sign in over OAuth 2.1 with PKCE and Dynamic Client Registration on the same address; calling one starts it.
  • Wealth and Mandates use OAuth 2.1 with PKCE and Dynamic Client Registration. Discovery is open — initialize, tools/list and ping answer without a token, so a client can inspect the surface before anyone signs in. Any tools/call without a token answers 401 with an RFC 9728 WWW-Authenticate challenge, and a compliant client completes sign-in on its own.
  • Your assistant receives a scoped, short-lived token — never your password — and your account's own permissions apply.

What this repository is

Connection metadata, and nothing else. There is no application code, no data and no business logic here — the servers are hosted by Antevo and are not open source.

PathWhat it is
registry/*/server.jsonMirrors of the published MCP Registry entries
.cursor-plugin/marketplace.jsonThe six plugins, for the Cursor marketplace
plugins/*/Each plugin's .cursor-plugin/plugin.json, mcp.json, README and logo
powers/*/Kiro powers in the Agent Plugins format: plugin.json, mcp.json and a README each, for the four public servers
gemini-extension.jsonMakes this repository a Gemini CLI extension
INSTALL.mdOne-click install links for Cursor and VS Code

CI runs on every push: every JSON file parses, Cursor's own plugin-template validator passes, each powers/*/ manifest validates against the published Agent Plugins schemas, and each registry/*/server.json still matches what is published.

Registry

All six servers are listed and active in the official MCP Registry under the ch.antevo namespace, verified on the antevo.ch domain:

ch.antevo/0700-brief · ch.antevo/executive · ch.antevo/trademark · ch.antevo/wealth · ch.antevo/mandates · ch.antevo/tremor-watch

FAQ

Do I need an account?

Not for The 07:00 Brief, Executive, Tremor Watch or trademark screening. Wealth needs an Antevo Wealth account; Mandates needs a firm account, by arrangement.

Why is Trademark on a different host?

It runs as a separate service at trademark.antevo.ch. It speaks Streamable HTTP only.

What does my assistant receive?

The information a server returns to your question. Your chosen AI service handles it under its own terms.

Does Antevo give investment advice?

No. It is editorial market intelligence, public-register data and a reading of your own record. Technical signals say how indicators lean, never buy or sell.

Who runs Antevo?

Antevo (antevo.ch) is operated by VestAI LTD, registered in Limassol, Cyprus, with an operating office in Zürich. It serves clients in Switzerland, and Antevo Wealth is Swiss-hosted: records and documents are held in Switzerland.

Is there a website as well as the servers?

Yes. The free trademark name check also runs on the web, with no account, at antevo.ch/trademark. The 07:00 Brief is described at 0700.io, the Executive Brief at antevo.ch/executive and the Tremor index at antevo.ch/tremor-watch, with its data open as JSON.

Privacy and support

Security

Report a vulnerability privately to [email protected] — see SECURITY.md.

License

The contents of this repository are MIT licensed — see LICENSE and NOTICE. The Antevo services these files point at, and the Claude plugins and skills in ANTEVO-CH/plugins, are not covered.


Antevo · serves Switzerland, Swiss-hosted · operated by VestAI LTD, Cyprus · antevo.ch · Connect · [email protected]
Intelligence, not advice.

來源:README.md,提交 a467300

工具

38

get_net_worth

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.

輸入參數scopehousehold_id

get_exposure_to

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.

輸入參數valuedimensionhousehold_id

list_households

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.

無需輸入參數。

get_portfolio_positions

Get portfolio positions

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

輸入參數limitcursorhousehold_id

list_accounts

List accounts

Accounts and custody for the household.

輸入參數statushousehold_id

get_risk

Get risk

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

輸入參數household_idportfolio_id

get_portfolio_drift

Get portfolio drift

Drift of a portfolio versus its target allocation.

輸入參數household_id必填portfolio_id必填

list_facilities

List facilities

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

輸入參數limitstatushousehold_id

get_facility

Get facility

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

輸入參數facility_id必填

list_real_assets

List real assets

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

輸入參數limitcursorasset_classhousehold_id

get_real_asset

Get real asset

One real asset in detail.

輸入參數asset_id必填

get_real_asset_economics

Get real asset economics

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

輸入參數household_id

get_brief

Today's Brief

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

輸入參數kindscope

get_market_data

Get market data

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

無需輸入參數。

list_published_content

Executive Desk

Published video, audio and research notes — the desk's catalogue.

無需輸入參數。

lookup_index_by_brand

Lookup index by brand

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

輸入參數brand必填limit

get_recent_results

Get recent results

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

輸入參數limitdays_back

get_signals_recent

Get signals recent

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

輸入參數limitdays_back

get_correlations

Get correlations

Cross-asset correlations by effect type.

輸入參數limiteffect_type

get_equity_fundamentals

Get equity fundamentals

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

輸入參數peersfrequencyidentifier必填year_historyforce_refreshidentifier_type

run_technical_analysis

Run technical analysis

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

輸入參數benchmarkfrequencyidentifier必填trade_modehistory_daysinitial_cashanalysis_modeforce_refreshrisk_per_tradeidentifier_typetransaction_costselected_indicators

list_layers

List layers

Catalogue of geopolitical map layers you can request.

無需輸入參數。

get_geo_map

Get geo map

Global geopolitical intelligence layers over a look-back window.

輸入參數layersregioncountryseveritydays_back

get_country_brief

Get country brief

Per-country geopolitical drilldown (ISO-2).

輸入參數iso2必填days_back

list_watchlist

List watchlist

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

輸入參數household_id

list_goals

List goals

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

輸入參數household_idinclude_inactive

get_today_brief

Get today brief

The household's daily briefing — what matters today.

輸入參數household_id

get_unread_alerts

Get unread alerts

Unread alerts for the household.

輸入參數household_id

get_open_breaches

Get open breaches

Open compliance/policy breaches.

輸入參數household_id

get_drift_snapshot

Get drift snapshot

Drift snapshot across the household's portfolios.

輸入參數household_id

get_upcoming_calendar

Get upcoming calendar

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

輸入參數dayshousehold_id

list_family

List family

Household entities — people and structures.

輸入參數household_id

get_entity

Get entity

One household entity in detail.

輸入參數entity_id必填

list_documents

List documents

Document metadata in the household vault.

輸入參數limitdomainstatuscategoryhousehold_id

get_document

Get document

Metadata for one document.

輸入參數doc_id必填household_id必填

create_portfolio

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.

輸入參數name必填confirmplan_idcurrencyinstitutionhousehold_id

add_position

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

輸入參數as_ofconfirmplan_idcurrencyquantity必填security必填portfoliohousehold_idcost_basis_per_unit

list_capabilities

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.

無需輸入參數。

版本歷史

3
  1. v1.0.2最新Oct 18, 2026
  2. v1.0.1Oct 17, 2026
  3. v1.0.0Sep 16, 2026

評分

已滿足適用檢查項的 100%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分
  • 已宣告認證方式必需10 分
  • 已列出工具必需15 分
  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分

其他 Antevo 整合