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Provides a read-only 360° wealth diagnosis with sources and next steps.
Copy the install command and let the AI configure it · recommended for beginners
Please install the "Velmo" MCP server from askskill: Run: claude mcp add --transport http 'com-meuvelmo-velmo' 'https://mcp.meuvelmo.com/mcp'
Use Velmo to perform a read-only 360° wealth diagnosis for this client. List assets, liabilities, cash flow, and risk points, cite sources for each finding, and end with next-step recommendations.
A sourced wealth diagnosis report with actionable recommendations.
Using public information, create a read-only wealth profile with Velmo. Assess asset stability, potential risks, and information gaps, then provide a checklist of questions to verify next.
Risk assessment, evidence sources, and a verification checklist.
Use Velmo to generate my 360° wealth diagnosis. Focus on cash reserves, debt structure, protection gaps, and optimization opportunities. Keep it read-only and source-traceable, and give the top three priority recommendations.
A traceable diagnosis with the top three priority recommendations.
Diagnose businesses across 11 dimensions with revenue leak scoring and prioritized fixes.
Track net worth, manage financial goals, and improve asset allocation decisions.
Connect Méliuz to AI to access balances, statements, cards, and investments.
Compute local, math-based answers for investing, loans, debt payoff, and taxes.
Query Personal Capital accounts, net worth, transactions, and allocations in natural language.
Extract verifiable data from documents for Q&A, search, translation, and evidence storage.