The WealthSchema MCP server,
connected in one click.
Cited 2026 U.S. planning figures (IRS, SSA, CMS), synthetic household samples, and an AI benchmark. Connect the official WealthSchema MCP server to Claude, ChatGPT, or Cursor through gate — one gateway URL, no config files, security-checked.
Free to start · No credit card · No hosting needed
Add WealthSchema to your AI in one minute
Pick your client. Copy, paste, done — or let gate handle sign-ins and policies for you.
claude mcp add --transport http wealthschema https://www.wealthschema.com/api/mcpRun in your terminal, then restart Claude Code.
WealthSchema · https://www.wealthschema.com/api/mcp
What your AI can do with WealthSchema
Real prompts you can type the moment it's connected — no setup, no docs to read.
“Use “list_archetypes”: List all synthetic household archetypes (id, name, life stage, wealth tier, household type).”
“Use “list_bundles”: List product bundles (themed household datasets) with use cases and one-time-purchase links.”
“Use “get_sample_household”: Get one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projecti.”
“Use “describe_household_schema”: Describe the top-level fields of a synthetic household record.”
How secure is the WealthSchema MCP server?
Every server in the gate directory has to pass the same four checks before your AI can touch it. Here's how WealthSchema holds up.
Official endpoint
Operated by WealthSchema (wealthschema.com) at its documented MCP endpoint — not a third-party mirror or community re-host.
No sign-in needed
This server only exposes public data — no account and no credentials are involved when you connect.
Scanned before it goes live
gate checks every tool for prompt injection, hidden instructions, data-exfiltration hints, and over-broad permissions before the server is available through your gateway.
Watched for drift
If WealthSchema adds or changes tools later, gate re-scans and alerts you — before your AI acts on the change.
Connected in three steps
Connect your gate
Add one gateway URL to Claude, ChatGPT, or any MCP client. One-time setup, about two minutes.
Pick WealthSchema
Choose WealthSchema in the gate directory. No sign-in needed.
Use it anywhere
WealthSchema's tools are live in every AI client you've connected — with rules and logging built in.
Free to start · No credit card · No hosting needed
The actual tools WealthSchema exposes
Fetched live from the official endpoint and re-checked daily by gate — not marketing copy.
list_archetypes — List all synthetic household archetypes (id, name, life stage, wealth tier, household type).
list_bundles — List product bundles (themed household datasets) with use cases and one-time-purchase links.
get_sample_household — Get one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projecti
describe_household_schema — Describe the top-level fields of a synthetic household record.
get_purchase_link — Get the one-time-purchase product URL for a bundle.
list_reference_parameters — List the U.S. federal financial-planning parameters for a tax year (keys, labels, domains), marking which are in the free sample. Optionally
get_reference_parameter — Get a source-verified U.S. federal financial-planning parameter by key and tax year, with its value and primary-source citation. Without a p
get_planning_benchmark — Get Planning Benchmark v2 - 50 free evaluation tasks for AI financial-advice systems with answer keys by construction: required figures cite
Who runs the WealthSchema MCP server?
The WealthSchema MCP server at a glance
https://www.wealthschema.com/api/mcpQuestions, answered
Is there an official WealthSchema MCP server?
Yes — WealthSchema operates its own remote MCP server at www.wealthschema.com. gate connects you to that official endpoint and adds security scanning, per-tool access rules, and an activity log on top.
How do I connect WealthSchema to Claude or ChatGPT?
Add gate's gateway URL to your AI client once, then pick WealthSchema in the directory. No account or sign-in is needed. From then on, WealthSchema's tools are available in every client you've connected to gate.
Do I need to host anything?
No. WealthSchema runs the server, and gate is fully managed. You just connect one URL — there's nothing to install, deploy, or maintain.
Is the WealthSchema MCP server safe to connect?
It's the vendor's official endpoint, and gate scans its tools for prompt injection and hidden instructions before it goes live, re-checks it whenever it changes, and lets you allow, block, or require approval for every single tool.
Is it free?
Yes — you can get started with gate for free and connect WealthSchema in minutes. No credit card required.
Connect more than just WealthSchema
Every server below works through the same gateway URL — connect once, add tools anytime.
Squarespace DomainsDesignView →Set up WealthSchema in: Claude · Claude Code · ChatGPT · Cursor · VS Code