Antevo Wealth MCP MCP server

An official MCP server operated by Antevo (VestAI LTD) that allows AI assistants to access personal wealth data, including portfolio holdings, policy limits, and household structures. It requires user sign-in and respects account permissions to provide context-aware financial insights.

Endpoint and access

No sign-in: your client connects and lists tools immediately, with no account or key.

No sign-inEndpoint checked 2026-10-05Operated by VestAI LTD

MCP endpoint (Streamable HTTP)

https://api.antevo.ch/mcp/wealth/mcp

Vendor documentation

What you can do with it

Analyze portfolio concentration against policy limits
Review household financial structures and exposures
Access personal wealth context within AI conversations

Tools advertised by the last live check:

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
list_capabilities

Connect from your client

Each snippet registers the same endpoint; pick the client you use.

This server is operated by the named third party. Listing and endpoint checks are not an endorsement or a security audit. Review the operator's permissions, terms, and data handling before connecting. How listings are checked and corrected.

Claude Code

Run this once in a terminal. It registers a Streamable HTTP server. Use --scope project to write .mcp.json for the repo.

Claude Code configuration

claude mcp add --transport http antevo-wealth-mcp https://api.antevo.ch/mcp/wealth/mcp

Codex

Run this once. Codex stores MCP servers in ~/.codex/config.toml (or .codex/config.toml in a trusted project).

Codex configuration

codex mcp add antevo-wealth-mcp --url https://api.antevo.ch/mcp/wealth/mcp

Cursor

Merge this server into .cursor/mcp.json in your project, then enable antevo-wealth-mcp in your MCP settings.

Cursor configuration

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

Cline

Merge this into cline_mcp_settings.json (Cline → MCP Servers → Configure). The type must be streamableHttp for a remote HTTP server.

Cline configuration

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

VS Code

Merge this server into .vscode/mcp.json. Use MCP: List Servers to start antevo-wealth-mcp and inspect its tools.

VS Code configuration

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

Gemini CLI

Run this once. It writes .gemini/settings.json in the current project; pass --scope user for ~/.gemini/settings.json.

Gemini CLI configuration

gemini mcp add --transport http antevo-wealth-mcp https://api.antevo.ch/mcp/wealth/mcp

Claude Desktop

Merge this into claude_desktop_config.json (macOS: ~/Library/Application Support/Claude/, Windows: %APPDATA%\Claude\), then restart Claude Desktop.

Claude Desktop configuration

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

Windsurf

Merge this into ~/.codeium/windsurf/mcp_config.json, then refresh MCP in Cascade. Windsurf remote servers use serverUrl, not url.

Windsurf configuration

{
  "mcpServers": {
    "antevo-wealth-mcp": {
      "serverUrl": "https://api.antevo.ch/mcp/wealth/mcp"
    }
  }
}

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