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Query Wealify KPI data, alerts, performance, and scoring documents read-only.
This MCP tool is described as a read-only Wealify KPI query server with no required credentials and no declared remote endpoints, and no clear high-risk red flags are evident from the provided materials. However, it does execute code, may access business data such as KPI and member performance information, and comes from a low-adoption third-party source, so it should be used with least privilege and in an isolated environment.
The materials explicitly state that no keys or environment variables are required, and there is no indication that API tokens, account passwords, or other sensitive credentials must be supplied; based on the provided facts, credential exposure appears limited.
The description says it queries Wealify KPI data via predefined tools and REST endpoints, indicating network access to business systems; although the 'remote endpoint host' field is empty and no suspicious exfiltration target is disclosed, the actual request destinations are not specified in the materials and should be verified to connect only to expected Wealify services.
The system checks indicate that this tool executes code; as an MCP service, this typically means running a local server process and handling requests. The provided materials do not show requests for unusual system privileges or actions unrelated to its stated function, so this falls into normal caution territory rather than a clear red flag.
The description indicates access to KPI data, scoring status, alerts, member performance, and rubric documents, which may include sensitive business information; although it is stated to be read-only and there is no evidence of write access or excessive authorization, its accessible data scope should still be reviewed under least-exposure principles.
A public open-source repository is available, making the source in principle auditable, which is a positive risk-reducing factor; however, it comes from a third-party registry, has no declared license, 0 GitHub stars, and unknown maintenance status, so evidence of community trust and ongoing upkeep is weak and the code and dependencies should be reviewed directly.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "wealify-kpi-mcp" yet — see the docs or source repo.
Please query all KPI items currently in alert status from the Wealify KPI dashboard for this week, sort them by severity, and show the corresponding owners.
A list of alerted KPIs with severity, owner, and key summary details.
Please query this month’s KPI completion status for sales team members, and list each person’s scoring status, key weaknesses, and performance highlights.
A performance summary for members including score status, weakness analysis, and highlights.
Please find the rubric documents in Wealify related to customer success team KPI scoring, and summarize the scoring dimensions and evaluation criteria.
Relevant rubric documents plus a summary of the core scoring dimensions and criteria.
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