KitScout

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WealthSchema

MCP serverVerified domain · wealthschema.comRemote● LiveFree to try

Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark.

Install

Remote server: your requests and data go to www.wealthschema.com. Claude Code: claude mcp add --transport http wealthschema https://www.wealthschema.com/api/mcp · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • list_archetypes — List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
  • list_bundles — List product bundles (themed household datasets) with use cases and one-time-purchase links.
  • get_sample_household — Get one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projecti
  • describe_household_schema — Describe the top-level fields of a synthetic household record.
  • get_purchase_link — Get the one-time-purchase product URL for a bundle.
  • list_reference_parameters — List the U.S. federal financial-planning parameters for a tax year (keys, labels, domains), marking which are in the free sample. Optionally
  • get_reference_parameter — Get a source-verified U.S. federal financial-planning parameter by key and tax year, with its value and primary-source citation. Without a p
  • get_planning_benchmark — Get Planning Benchmark v2 - 50 free evaluation tasks for AI financial-advice systems with answer keys by construction: required figures cite

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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