Antevo Wealth

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ch.antevo/wealthv1.0.2 Domain verified

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

Finance & Payments

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Call this server's tools from your browser. Nothing to install.

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

Requests go through mcptry because browsers can't call most MCP servers directly. Header values are sent to the server for that request only and are never stored or logged.

Tool list from our last check. Connect live to refresh it.

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. 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 confirm=true and plan_id. For bonds, quantity is the nominal.

quantitystring, required

securitystring, required

as_ofstring

confirmstring

plan_idstring

currencystring

portfoliostring

household_idstring

cost_basis_per_unitstring

This tool isn't marked read-only, so it may change something on the server or in an account you connected.

I understand, run it anyway

Argument	Type	Description
kind	string
scope	string

Argument	Type	Description
limit	string
effect_type	string

Argument	Type	Description
iso2*	string
days_back	string

Argument	Type	Description
doc_id*	string
household_id*	string

Argument	Type	Description
peers	string
frequency	string
identifier*	string
year_history	string
force_refresh	string
identifier_type	string

Argument	Type	Description
as_of	string
confirm	string
plan_id	string
currency	string
quantity*	string
security*	string
portfolio	string
household_id	string
cost_basis_per_unit	string

Argument	Type	Description
name*	string
confirm	string
plan_id	string
currency	string
institution	string
household_id	string

Argument	Type	Description
layers	string
region	string
country	string
severity	string
days_back	string

Argument	Type	Description
limit	string
domain	string
status	string
category	string
household_id	string

Argument	Type	Description
benchmark	string
frequency	string
identifier*	string
trade_mode	string
history_days	string
initial_cash	string
analysis_mode	string
force_refresh	string
risk_per_trade	string
identifier_type	string
transaction_cost	string

Try it

add_position

Try it

add_position

Tools (38)