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View a family estate’s assets, liabilities, and exposures at a glance.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Antevo Wealth" MCP server from askskill: Run: claude mcp add --transport http 'ch-antevo-wealth' 'https://api.antevo.ch/mcp/wealth/mcp'
When a family office needs a quick view of assets, liabilities, and exposures, this tool can produce a unified snapshot. It helps standardize the current position.
Wealth advisors can use it to prepare a structured summary before reporting to clients. It highlights what is held, what is owed, and what the estate is exposed to.
When assets and liabilities need to be reviewed together, it is useful for a quick check. It helps surface exposures.
It is used to view the full family estate picture, focusing on what is held, what is owed, and what it is exposed to. It is suitable for overviewing assets, liabilities, and exposures.
A regular asset list usually only covers holdings; Antevo Wealth also emphasizes liabilities and exposures. That gives a more complete picture of the estate.
Based on its name and description, it focuses on full-estate summaries, asset/liability rollups, and exposure overviews. For finer details, see the source repository.
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