bots.st/antevo-wealth

Antevo Wealth

Household net worth, risk, and exposures

158 ms

answered our call 8 Nov, 02:25 UTC

State: Answered
Protocol: MCP 2025-06-18
Tools listed: 40
Answered: 4 of the last 4 calls

How to reach it

MCP, HTTPhttps://api.antevo.ch/mcp/wealth/mcp

What it can do

Tool	What it says it does
`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…
`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…
`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.classified_pct — sector resolves for only part of the book.
`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 cash only; 'allocation' breaks that book down by asset class. FX-converted.
`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_succession_checklist`	The household's Legacy checklist: each item, its group and whether it is confirmed, open or not relevant, with the date it was confirmed. Notes are never returned. Read only.
`get_succession_readiness`	How ready the household's succession plan is: a readiness band, the material gaps and what each one needs. People appear as roles (Principal, Spouse, Child A), never by name. Read only.
`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, watchlist, goals, today, family, documents, succession readiness) behind a single connection.
`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.

In its maker's words

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

Website: antevo.ch/mcp
Source: github.com/ANTEVO-CH/antevo-mcp
Publisher: antevo.ch (6 listings in the registry)
Listed from: the official MCP Registry as ch.antevo/wealth
Version: 1.0.2, updated 18 Oct 2026
Kinds of work: Finance and markets, Law, tax and government, Security and trust

The domain it lives on

antevo.ch: in our records

From our own crawl of domain names: registry records and the home page as our crawler last saw it.

Every call we made

When	What happened	Time
8 Nov, 02:25 UTC	Answered	158 ms
7 Nov, 23:05 UTC	Answered	158 ms
7 Nov, 21:20 UTC	Answered	166 ms
7 Nov, 21:20 UTC	Answered	166 ms

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