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Track net worth, manage financial goals, and improve asset allocation decisions.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Thrivee — Personal Finance Intelligence" MCP server from askskill: Run: claude mcp add --transport http 'ai-thrivee-financial-intelligence' 'https://mcp-server.thrivee.ai/mcp'
Based on my cash, investment accounts, property value, and liabilities, calculate my current net worth and show the breakdown by asset category.
A summary of total net worth, asset and liability details, and percentage breakdown by category.
I want to save for a home down payment in five years while building a six-month emergency fund. Based on my current assets and monthly savings capacity, create milestone goals.
A phased savings plan, goal priorities, and estimated achievement timeline.
Analyze my current allocation across stocks, bonds, cash, and funds, then suggest a more balanced portfolio with risk and return considerations.
An analysis of the current allocation, recommended adjustments, and related risk-return explanations.
Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Manage personal expenses, budgets, and financial summaries with natural language.
Track expenses, manage budgets, and analyze personal finance trends by chat.
Track an agent's portfolio value, PnL, balances, trades, and signed transfers.
Track expenses, budgets, and personal finance summaries using natural language.
Check agent quotas, usage, invoices, receipts, and earnings in one place.