WealthSchema MCP MCP server

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.

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 WealthSchema

MCP endpoint (Streamable HTTP)

https://www.wealthschema.com/api/mcp

Vendor documentation

What you can do with it

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 advertised by the last live check:

list_archetypes
list_bundles
get_sample_household
describe_household_schema
get_purchase_link
list_reference_parameters
get_reference_parameter
get_planning_benchmark

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 wealthschema-mcp https://www.wealthschema.com/api/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 wealthschema-mcp --url https://www.wealthschema.com/api/mcp

Cursor

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

Cursor configuration

{
  "mcpServers": {
    "wealthschema-mcp": {
      "url": "https://www.wealthschema.com/api/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": {
    "wealthschema-mcp": {
      "type": "streamableHttp",
      "url": "https://www.wealthschema.com/api/mcp",
      "disabled": false
    }
  }
}

VS Code

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

VS Code configuration

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

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