Financial planning
Wealth.com (Wealth MCP)
Published by Wealth.com
Wealth.com's first-party estate and tax planning server: trust documents with page citations, estate-plan gaps, tax scenarios and household data such as asset titling and beneficiaries. 18 tools, 3 of them write.
Remote
OAuth
Vendor
https://mcp.wealth.com/mcpWhat this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
Client households
Drives: Client Value
Client demographics score (0-100)
Drives: Quality multiplier
What you approve
- 1.Sign in with your normal Wealth.com credentials and multi-factor step at the OAuth screen.
- 2.You see exactly the clients the web app shows you; decline the write tools.
How your agent connects it
- 1.Add the remote MCP server https://mcp.wealth.com/mcp to your assistant and finish OAuth.
- 2.Ask the agent for estate-planning household counts and client age mix.
Figures, not records
Your agent reads Wealth.com (Wealth MCP) directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms. In your AI assistant, your own connectors do the reading, and ValuationMCP never receives their credentials. If you connect a system in the web workbench, its credentials are stored encrypted, used only for read-only pulls you start, and deleted when you disconnect. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.