# Antevo Wealth MCP server

Source: https://glimind.com/server/mcp-registry%2Fch.antevo%2Fwealth
Registry id: `mcp-registry/ch.antevo/wealth`
Status: live (checked 2026-10-27T07:01:54.251Z)

## Measurements (30 days)

- Uptime: 99.98%
- Checks: 5049
- Outages (90 days): 2

## Install

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

Claude Code:

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

## Tools (38)

- `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
- `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. 
- `get_brief`: Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
- `get_correlations`: Cross-asset correlations by effect type.
- `get_country_brief`: Per-country geopolitical drilldown (ISO-2).
- `get_document`: Metadata for one document.
- `get_drift_snapshot`: Drift snapshot across the household's portfolios.
- `get_entity`: One household entity in detail.
- `get_equity_fundamentals`: Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
- `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.c
- `get_facility`: One credit facility in full, including covenant headroom and pledged collateral.
- `get_geo_map`: Global geopolitical intelligence layers over a look-back window.
- `get_market_data`: Market data for the user's watchlist, with signals where available.
- `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 ca
- `get_open_breaches`: Open compliance/policy breaches.
- `get_portfolio_drift`: Drift of a portfolio versus its target allocation.
- `get_portfolio_positions`: Positions for a household, paginated, sorted by market value.
- `get_real_asset`: One real asset in detail.
- `get_real_asset_economics`: Real-asset economics — income, costs, net cashflow and net yield.
- `get_recent_results`: Recent auction-realised and list-price events over a look-back window.
- `get_risk`: Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
- `get_signals_recent`: Recent alt-asset trade signals over a look-back window (days_back).
- `get_today_brief`: The household's daily briefing — what matters today.
- `get_unread_alerts`: Unread alerts for the household.
- `get_upcoming_calendar`: Upcoming dividends, earnings and macro events that touch the book.
- `list_accounts`: Accounts and custody for the household.
- `list_capabilities`: What this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, w
- `list_documents`: Document metadata in the household vault.
- `list_facilities`: Credit facilities — balances, limits, rates, maturities, covenants, collateral.
- `list_family`: Household entities — people and structures.
- `list_goals`: Financial goals — target vs current funding, progress, gap and status.
- `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.
- `list_layers`: Catalogue of geopolitical map layers you can request.
- `list_published_content`: Antevo's newest published videos, podcasts and research notes.
- `list_real_assets`: Real assets — property, vessels, aircraft, art and collections.
- `list_watchlist`: The household's tracked instruments with price, momentum, how each leans and volatility.
- `lookup_index_by_brand`: Find alt-asset indices by brand or keyword (wine, watches, art, cars).
- `run_technical_analysis`: Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.

Measured by Glimind (https://glimind.com): MCP handshake + tool list only, no tool is ever called. CC BY 4.0.