The family estate in full — what you hold, what you owe, and what it is exposed to.
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https://api.antevo.ch/mcp/wealth/mcp36 tools · 632mshttps://api.antevo.ch/mcp/wealth/sseHTTP 405 on initializeget_net_worthWhat 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.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.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| scope | string | — |
get_exposure_toHow 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.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.
| Parameter | Type | Description |
|---|---|---|
| dimension | string | — |
| value | string | — |
| household_id | string | — |
list_householdsThe 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.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.
No input schema was published for this tool.
get_portfolio_positionsPositions for a household, paginated, sorted by market value.Positions for a household, paginated, sorted by market value.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| cursor | string | — |
| limit | string | — |
list_accountsAccounts and custody for the household.Accounts and custody for the household.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| status | string | — |
get_riskRisk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.Risk for the household, or for one portfolio. Omit portfolio_id for the household-wide dashboard — volatility, VaR, concentration, drawdown.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| portfolio_id | string | — |
get_portfolio_driftDrift of a portfolio versus its target allocation.Drift of a portfolio versus its target allocation.
| Parameter | Type | Description |
|---|---|---|
| household_id* | string | — |
| portfolio_id* | string | — |
list_facilitiesCredit facilities — balances, limits, rates, maturities, covenants, collateral.Credit facilities — balances, limits, rates, maturities, covenants, collateral.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| status | string | — |
| limit | string | — |
get_facilityOne credit facility in full, including covenant headroom and pledged collateral.One credit facility in full, including covenant headroom and pledged collateral.
| Parameter | Type | Description |
|---|---|---|
| facility_id* | string | — |
list_real_assetsReal assets — property, vessels, aircraft, art and collections.Real assets — property, vessels, aircraft, art and collections.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| asset_class | string | — |
| cursor | string | — |
| limit | string | — |
get_real_assetOne real asset in detail.One real asset in detail.
| Parameter | Type | Description |
|---|---|---|
| asset_id* | string | — |
get_real_asset_economicsReal-asset economics — income, costs, net cashflow and net yield.Real-asset economics — income, costs, net cashflow and net yield.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_briefToday's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.Today's read on markets. kind='market' is the signal-derived pulse; kind='editorial' is the brief the desk authored — regime, themes, risks.
| Parameter | Type | Description |
|---|---|---|
| kind | string | — |
| scope | string | — |
get_market_dataMarket data for the user's watchlist, with signals where available.Market data for the user's watchlist, with signals where available.
No input schema was published for this tool.
list_published_contentPublished video, audio and research notes — the desk's catalogue.Published video, audio and research notes — the desk's catalogue.
No input schema was published for this tool.
lookup_index_by_brandFind alt-asset indices by brand or keyword (wine, watches, art, cars).Find alt-asset indices by brand or keyword (wine, watches, art, cars).
| Parameter | Type | Description |
|---|---|---|
| brand* | string | — |
| limit | string | — |
get_recent_resultsRecent auction-realised and list-price events over a look-back window.Recent auction-realised and list-price events over a look-back window.
| Parameter | Type | Description |
|---|---|---|
| days_back | string | — |
| limit | string | — |
get_signals_recentRecent alt-asset trade signals over a look-back window (days_back).Recent alt-asset trade signals over a look-back window (days_back).
| Parameter | Type | Description |
|---|---|---|
| days_back | string | — |
| limit | string | — |
get_correlationsCross-asset correlations by effect type.Cross-asset correlations by effect type.
| Parameter | Type | Description |
|---|---|---|
| effect_type | string | — |
| limit | string | — |
get_equity_fundamentalsEquity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.Equity fundamentals — financials, growth, margins, valuation (P/E, EV/EBITDA, FCF yield, ROIC), peers.
| Parameter | Type | Description |
|---|---|---|
| identifier* | string | — |
| identifier_type | string | — |
| frequency | string | — |
| year_history | string | — |
| peers | string | — |
| force_refresh | string | — |
run_technical_analysisTechnical analysis for any instrument — how indicators lean, the regime, or a full backtest.Technical analysis for any instrument — how indicators lean, the regime, or a full backtest.
| Parameter | Type | Description |
|---|---|---|
| identifier* | string | — |
| identifier_type | string | — |
| analysis_mode | string | — |
| frequency | string | — |
| history_days | string | — |
| selected_indicators | string | — |
| trade_mode | string | — |
| initial_cash | string | — |
| transaction_cost | string | — |
| risk_per_trade | string | — |
| benchmark | string | — |
| force_refresh | string | — |
list_layersCatalogue of geopolitical map layers you can request.Catalogue of geopolitical map layers you can request.
No input schema was published for this tool.
get_geo_mapGlobal geopolitical intelligence layers over a look-back window.Global geopolitical intelligence layers over a look-back window.
| Parameter | Type | Description |
|---|---|---|
| layers | string | — |
| days_back | string | — |
| region | string | — |
| country | string | — |
| severity | string | — |
get_country_briefPer-country geopolitical drilldown (ISO-2).Per-country geopolitical drilldown (ISO-2).
| Parameter | Type | Description |
|---|---|---|
| iso2* | string | — |
| days_back | string | — |
list_watchlistThe household's tracked instruments with price, momentum, how each leans and volatility.The household's tracked instruments with price, momentum, how each leans and volatility.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
list_goalsFinancial goals — target vs current funding, progress, gap and status.Financial goals — target vs current funding, progress, gap and status.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| include_inactive | string | — |
get_today_briefThe household's daily briefing — what matters today.The household's daily briefing — what matters today.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_unread_alertsUnread alerts for the household.Unread alerts for the household.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_open_breachesOpen compliance/policy breaches.Open compliance/policy breaches.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_drift_snapshotDrift snapshot across the household's portfolios.Drift snapshot across the household's portfolios.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_upcoming_calendarUpcoming dividends, earnings and macro events that touch the book.Upcoming dividends, earnings and macro events that touch the book.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| days | string | — |
list_familyHousehold entities — people and structures.Household entities — people and structures.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
get_entityOne household entity in detail.One household entity in detail.
| Parameter | Type | Description |
|---|---|---|
| entity_id* | string | — |
list_documentsDocument metadata in the household vault.Document metadata in the household vault.
| Parameter | Type | Description |
|---|---|---|
| household_id | string | — |
| domain | string | — |
| category | string | — |
| status | string | — |
| limit | string | — |
get_documentMetadata for one document.Metadata for one document.
| Parameter | Type | Description |
|---|---|---|
| household_id* | string | — |
| doc_id* | string | — |
list_capabilitiesWhat this Antevo Wealth connector exposes — the whole wealth surface (portfolio, risk, credit, real assets, markets, equity & technical analysis, geopolitics, watchlist, goals, today, family, documents) behind a single connection.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) behind a single connection.
No input schema was published for this tool.
36 of 36 tools published a description.
Tool names and descriptions are written by the publisher and shown verbatim as inert text. They are the strings an MCP client passes to a model, so Forge scans them for prompt-injection patterns — any finding appears with the security scan above. “Privileged” is a keyword match on the tool name, not an audit of what the tool does: a benign-sounding name can still do anything.
The family estate in full — what you hold, what you owe, and what it is exposed to.
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