An official MCP server providing read-only access to cited U.S. financial planning figures, synthetic household data samples, and an AI benchmark for evaluating advisor agents. It allows agents to pull source-verified parameters, browse household archetypes, and run blind evaluation tasks without authentication for free samples.
- Operator: WealthSchema
- Endpoint: https://www.wealthschema.com/api/mcp
- Transport: streamable-http
- Sign-in: No sign-in
- Category: Data and analytics
- Use cases: Pull cited federal financial planning figures with source verification; Retrieve synthetic household samples for wealthtech feature scaffolding; Evaluate AI advisor agents against a deterministic planning benchmark; Browse household archetypes and data schemas via JSON-RPC
- Tools: list_archetypes, list_bundles, get_sample_household, describe_household_schema, get_purchase_link, list_reference_parameters, get_reference_parameter, get_planning_benchmark
- Documentation: https://www.wealthschema.com/docs
- Directory listing: https://koskamo.com/explore/wealthschema-mcp
- Also known as: WealthSchema MCP MCP; wealthschema-mcp