This page presents the 77 MCP tools in My Wealth 1.7.6's public contract 7.2.3. They are grouped by domain to help you understand what an external application can request. To establish a connection, first consult Connect an external application through MCP.
The table indicates each tool's access level: status, read, modify, or delete and reset. For wealth data, the document must be open and the corresponding permission granted. Deletion operations require preparation of their consequences and confirmation. My Wealth Live tools require a Live licence.
The tables describe capabilities without reproducing technical parameters and responses. An MCP application can obtain a tool's full contract with get_tool_contract. Tools actually offered to a client also depend on the session and its permissions.
1. Connection and references
MCP tool
Function
Access
get_mcp_status
Reports the contract version, server status, effective capabilities and permissions.
Status
get_reference_data
Provides accepted families, types, categories, frequencies and currencies to prepare a request.
Read
get_tool_contract
Provides a specific tool's schema, constraints, examples and errors.
Read
2. Overview, analyses and history
MCP tool
Function
Access
get_portfolio_summary
Summarises wealth, totals, goals and records.
Read
get_portfolio_allocation
Breaks down values and shares by asset, family, investment vehicle, institution, country, currency or owner.
Read
get_passive_income_analysis
Analyses passive income and its distribution.
Read
get_portfolio_analyses
Consults calculated wealth analyses.
Read
get_wealth_history
Reads recorded wealth evolution.
Read
get_wealth_journal
Consults the wealth journal and its detailed changes.
Read
get_net_wealth_variations
Compares changes in net wealth over a period.
Read
update_portfolio_properties
Changes general wealth properties, such as its name or main currency.
Modify
3. Owners, institutions and investment vehicles
MCP tool
Function
Access
list_owners
Lists wealth owners.
Read
list_depositaries
Lists banks, brokers and other custodians.
Read
get_depositary
Consults an institution and, if needed, its associated investment vehicles.
Read
list_supports
Lists investment vehicles, their ownership and totals.
Read
get_support
Consults an investment vehicle and, if needed, its associated assets or liabilities.
Read
create_owner
Adds an owner.
Modify
create_depositary
Adds a custodian.
Modify
create_support
Adds an investment vehicle.
Modify
update_owner
Changes an owner.
Modify
update_depositary
Changes a custodian.
Modify
update_support
Changes an investment vehicle or its association with an institution.
Modify
4. Assets, liabilities and balance operations
MCP tool
Function
Access
list_assets
Searches or lists assets with filters and pagination.
Read
get_asset
Consults the details of an identified asset.
Read
list_liabilities
Searches or lists liabilities with filters and pagination.
Read
get_liability
Consults the details of an identified liability.
Read
create_asset
Adds an asset in the selected family.
Modify
create_liability
Adds a liability.
Modify
update_asset
Changes an existing asset's properties.
Modify
update_liability
Changes an existing liability's properties.
Modify
record_balance_operation
Records a deposit or withdrawal on a compatible balance-based asset.
Modify
transfer_balance
Transfers an amount between two compatible balance-based assets.
Modify
5. Investment goals
MCP tool
Function
Access
list_investment_goals
Lists investment goals.
Read
get_investment_goal
Consults an identified goal.
Read
get_investment_goal_projection
Calculates the projection of an identified goal.
Read
get_investment_goal_portfolio_projection
Calculates a projection scenario for all portfolio goals.
Read
create_investment_goal
Adds an investment goal.
Modify
update_investment_goal
Changes an investment goal.
Modify
set_investment_goal_state
Pauses or resumes a goal.
Modify
6. Budgets
MCP tool
Function
Access
list_budget_accounts
Lists accounts used in budgets.
Read
get_budget_account
Consults a budget account and, if needed, its entries or transfers.
Read
get_budget_projection
Projects a month's operations and balances.
Read
get_budget_expense_categories
Ranks configured expense categories by their monthly average.
Read
get_budget_summary
Summarises a month's expenses, income, transfers and investments.
Read
get_budget_flow
Provides the budget flow graph and its text description.
Read
create_budget_account
Adds a budget account.
Modify
create_budget_entry
Adds an income or expense entry.
Modify
create_budget_transfer
Adds a budget transfer.
Modify
update_budget_account
Changes a budget account.
Modify
update_budget_entry
Changes an income or expense entry.
Modify
update_budget_transfer
Changes a budget transfer.
Modify
reorder_budget_accounts
Changes budget account order.
Modify
set_budget_occurrence_status
Marks or unmarks a current-month occurrence as completed.
Modify
set_investment_occurrence_amount
Sets or removes a specific monthly investment amount linked to a goal.
Modify
7. My Wealth Live
These ten tools query the connected My Wealth Live service. They do not change the open wealth file.
MCP tool
Function
Access
get_live_exchange_rate
Gets the current exchange rate between two currencies.
Live read
search_live_market_instruments
Searches for a listed instrument by name, symbol or ISIN.
Live read
get_live_market_quote
Gets the current quote for a specific market symbol.
Live read
search_live_scpis
Searches the catalogue for a SCPI property fund.
Live read
get_live_scpi
Consults a SCPI property fund's catalogue entry.
Live read
search_live_cryptocurrencies
Searches the cryptocurrency catalogue.
Live read
get_live_cryptocurrency_quote
Gets a cryptocurrency's current price in the requested currency.
Live read
search_live_precious_metals
Searches the precious metals product catalogue.
Live read
get_live_precious_metal
Consults a precious metals product's catalogue entry.
Live read
get_live_metal_price
Gets the current price per gram of a precious metal.
Live read
8. Deletions and resets
prepare_destructive_action first examines the requested operation's dependencies and consequences. The following tools then perform a deletion or reset only with the required confirmation. Preparation alone does not change your wealth.
MCP tool
Function
Access
prepare_destructive_action
Prepares a deletion or reset and presents its consequences.
