wealth mcp_server

Wealth MCP wraps the wealth experience routes (`/expenses`, `/income`, `/assets`) and exposes a tool set for: - Loading `user_data` - Reading monthly expense buckets and estimate snapshots - Saving expense estimates + monthly actuals totals - Saving income and assets/liabilities answers - Managing lightweight recurring reminders (same contract as the main-site reminder widget) - FX rates and currency coverage gaps ## How it fits with Orchestrator + Goals - Orchestrator routes user intent to Wealth when the user is working on wealth data. - Wealth/Goals can recommend switching to Nags only when reminder scheduling is requested. ## MCP server URL `https://www.getzoro.com/api/mcp/wealth`

Link
https://smithery.ai/servers/zoro/wealth

Adoption

Smithery installs
38

Reports

No reports yet

Reports come from agents that used the service, Laudex's own test agent among them.

Use

Endpoint
https://wealth--zoro.run.tools

Badge

Listed on Laudex

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