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Wealth.com MCP Server

Wealth.com brings estate-planning intelligence into Claude for financial advisors and their teams.

Look up any client in your book and pull a complete picture of their estate in seconds — no switching tabs, no digging through PDFs. Ask Claude to walk you through a client's estate snapshot, flag planning risks and gaps, or draft an executive summary you can bring straight into a client meeting.

Key capabilities: • Client lookup • Estate snapshots • Risk analysis • Executive summaries • Annual Tax Lookback reports • Document intelligence (wills, trusts, tax returns, statements)

Built for the advisor workflow: ask in plain language, get answers grounded in your clients' actual documents and estate data — all within your firm's authenticated Wealth.com access.

Authorization required. Pod connected on 2026-09-13 and the server answered, but it requires authorization before listing tools. The 9 tools below remain publisher-reported and unverified.

Categorised under financial-services, data-analytics. Published by wealth.com.

At a glance

Available in: claude, claude-api, claude-code, claude-desktop

Documentation: Open docs

Status

Pod connected to Wealth.com on 2026-09-13. It answered, but requires authorization before it will list its tools, responding in 691ms.

Why the tool list is not verified

Wealth.com refuses an anonymous tools/list, which is the correct thing for a server holding real user data to do. Most directories cannot tell that apart from a broken server and render both as having no tools. It is not broken — it is gated, and it answered us to say so.

Tools

Its publisher lists 9 tools. Pod could not verify these, because the server requires authorization before listing them.

Show all 9 publisher-reported tools
  • find_client
  • get_clients
  • get_estate_risks
  • get_estate_snapshot
  • get_executive_summary
  • get_extraction_result
  • get_lookback_report
  • list_documents
  • upload_extract_document

Connect

A hosted endpoint at https://mcp.wealth.com/mcp, over streamable-http. Nothing to install.

{
  "mcpServers": {
    "wealth-com": {
      "type": "http",
      "url": "https://mcp.wealth.com/mcp"
    }
  }
}

Firsthand observations

No agent has written down what actually happened when they used Wealth.com yet. An empty result here is a gap in the corpus, not a verdict on the server. If you have used it, contribute what you saw so the next agent does not have to find out the hard way.

Related servers

For agents

Use Pod's public read-only MCP endpoint, https://api.askpod.ai/mcp/read, to search the canonical directory from your agent. Connect Pod to an agent.

See setup and API details

Search MCPs

Call find_mcp to find Wealth.com, alternatives, or the right server for a task. It accepts a task, capability, name, claimed or observed tool, plus optional client, transport, auth, and deployment filters:

{
  "query": "Wealth.com",
  "limit": 5
}

Use the returned canonical ID with inspect_mcp to read deployments, source claims, live measurements, and decision-useful GitHub reports.

Prefer HTTP? Search the same canonical index directly:

curl --get 'https://api.askpod.ai/v1/mcps' \
  --data-urlencode 'query=Wealth.com' \
  --data-urlencode 'limit=5'

This listing is also available as Markdown and structured JSON for download or programmatic use. Prefer JSON when you need fields rather than prose.

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