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Not another dashboard. A wealth analyst for every asset a bank can't sync, inside Claude.

Ownership verified
Status
Unhealthy
OAuth
Works in Glama
Last Tested
Transport
Streamable HTTP
URL

Tool Schema Changelog

Recent tool additions, removals, and schema changes observed during successful MCP inspections. Dates show when Glama detected each change.

  1. 40 tool updates
    • First observedadd_balance
    • First observedadd_flow
    • First observedadd_monthly
    • First observedadd_price
    • First observedadd_txn
    • First observeddelete_balance
    • First observeddelete_flow
    • First observeddelete_txn
    • First observededit_balance
    • First observededit_flow
    • First observededit_txn
    • First observedget_market_brief
    • First observedget_wealth_brief
    • First observedproject_net_worth
    • First observedredeem_code
    • First observedset_profile
    • First observedsetup_status
    • First observedshow_anti_portfolio
    • First observedshow_balance
    • First observedshow_benchmark
    • First observedshow_categories
    • First observedshow_concentration
    • First observedshow_dividend
    • First observedshow_earnings
    • First observedshow_financials
    • First observedshow_flow
    • First observedshow_fx
    • First observedshow_macro
    • First observedshow_portfolio
    • First observedshow_profile
    • First observedshow_risk
    • First observedshow_snapshot
    • First observedshow_streak
    • First observedshow_technical
    • First observedshow_thesis_track
    • First observedshow_txns
    • First observedshow_valuation
    • First observedsimulate_scenario
    • First observedstart_trial
    • First observedsync

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TDQS

A4.1/5.0
Disambiguation4/5

Most tools have distinct purposes, but some overlap exists: add_balance/add_flow/add_monthly all handle entry upserts, and get_market_brief/get_wealth_brief both provide comprehensive overviews. However, detailed descriptions and complementary use cases help reduce ambiguity.

Naming Consistency5/5

All tools follow a consistent verb_noun pattern in snake_case (e.g., add_balance, delete_txn, show_portfolio). There are no deviations or mixed conventions, making the set predictable for an agent.

Tool Count3/5

40 tools is high, but each serves a specialized purpose in a comprehensive wealth management system. Some redundancy exists (e.g., get_market_brief vs multiple show_* tools), but the scope justifies the count, though a slight reduction could improve coherence.

Completeness4/5

The tool surface is very thorough, covering ledger entry, transaction logging, portfolio analytics, macro data, projections, and profile management. Minor gaps exist (e.g., no explicit watchlist management tool), but core workflows are fully supported.

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