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Antevo Wealth

Claude connectorCommunity

Your family's whole balance sheet, in your AI assistant.

View in Claude directory

Ask about your household's own records in plain language: net worth across accounts, real assets and liabilities; holdings, allocation and exposure to a country or sector; risk, drift and stress results; credit facilities, goals, policy limit breaches, upcoming dividends, earnings and macro events, and a personal morning briefing. It can also record holdings you already own: it sets out exactly what it will add and writes nothing until you approve. It never buys, sells or moves money. Every answer is dated and names its source. Data held in Switzerland. You need an Antevo Wealth account to sign in.

Tools
38

exposed by this connector

Movement

From our daily snapshots over the last 30 days.

Rank by popularity

#5949of 8,95397places down24h48places up7d
#5,697#5,883#6,069#6,255#6,441Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Rank by trending score

—not ranked—24h—7d
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Popularity score

3,459024h+8747d
7551,4932,2312,969Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

——24h—7d
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In its categories

How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services855th of 1,227 by popularity · not ranked by trending score
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Data analytics2,333rd of 3,282 by popularity · not ranked by trending score
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Also on other marketplaces

More from Antevo

All listings by Antevo

Tools

  • add_position
  • create_portfolio
  • get_brief
  • get_correlations
  • get_country_brief
  • get_document
  • get_drift_snapshot
  • get_entity
  • get_equity_fundamentals
  • get_exposure_to
  • get_facility
  • get_geo_map
  • get_market_data
  • get_net_worth
  • get_open_breaches
  • get_portfolio_drift
  • get_portfolio_positions
  • get_real_asset
Show all 38
  • get_real_asset_economics
  • get_recent_results
  • get_risk
  • get_signals_recent
  • get_today_brief
  • get_unread_alerts
  • get_upcoming_calendar
  • list_accounts
  • list_capabilities
  • list_documents
  • list_facilities
  • list_family
  • list_goals
  • list_households
  • list_layers
  • list_published_content
  • list_real_assets
  • list_watchlist
  • lookup_index_by_brand
  • run_technical_analysis
Categories
Made by
Antevo · Website
Sign-in
Required
Connector URL
https://api.antevo.ch/mcp/wealth/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 16, 2026
More info
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