Financial planning
WealthOS
Published by WealthOS
Net worth, budgets and scenario forecasts for a household's full financial picture, over a remote endpoint with an API key. Household-level only, no firm facts.
Remote
API key
Vendor
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
What you approve
- 1.Create a WealthOS API key on your paid account.
- 2.Approve read access to household data.
How your agent connects it
- 1.Add the WealthOS remote endpoint with your API key.
- 2.Use it for household planning context only; it supplies no valuation checklist fields.
Figures, not records
Your agent reads WealthOS 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.