WealthSchema
OfficialServer Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| WEALTHSCHEMA_API_KEY | No | Optional paid key (from $49/month Rule Sets plan) to access all federal and state figures. Without it, a free sample of 10 headline figures is returned. |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_archetypesA | List all synthetic household archetypes (id, name, life stage, wealth tier, household type). |
| list_bundlesA | List product bundles (themed household datasets) with use cases and one-time-purchase links. |
| get_sample_householdA | Get one deliberately-insufficient sample household (PII removed, dollar amounts banded, 96-month trajectory truncated to 12 months, projections withheld). Free sample archetypes: F-01, A-01, H-01, H-02, S-01, R-01, RE-01, RL-01. Other archetypes are in the paid corpus. |
| describe_household_schemaA | Describe the top-level fields of a synthetic household record. |
| get_purchase_linkA | Get the one-time-purchase product URL for a bundle. |
| list_reference_parametersA | List the U.S. federal financial-planning parameters for a tax year (keys, labels, domains), marking which are in the free sample. Optionally filter by domain. |
| get_reference_parameterA | Get a source-verified U.S. federal financial-planning parameter by key and tax year, with its value and primary-source citation. Without a paid key, only the headline free-sample figures return values. |
| get_planning_benchmarkA | Get Planning Benchmark v2 - 50 free evaluation tasks for AI financial-advice systems with answer keys by construction: required figures cited to primary source documents, wrong-but-plausible stale values enumerated with reason codes (the Stale Figure Rate metric). Pass blind=true to omit the answer keys for blind evaluation. Scoreboard + protocol: https://www.wealthschema.com/benchmark ; commercial eval packs: https://www.wealthschema.com/ai-eval-sets |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
TDQS
Scored across 8 tools
Most tools target clearly distinct resources (archetypes, bundles, reference parameters, benchmark). The only mild overlap is between list_bundles (which already includes purchase links) and get_purchase_link, plus the list_/get_ pair for reference parameters, but descriptions make the split legible.
Every tool follows a uniform snake_case verb_noun pattern (describe_, list_, get_), with verbs that accurately reflect the operation. No mixed camelCase or vague verbs.
Eight tools is well-scoped for a read-only data/benchmark catalog: discovery (list/describe), retrieval (get_sample, get_reference_parameter), and commerce (purchase link, benchmark). Each tool earns its place.
The API covers the domain's lifecycle: schema introspection, archetype/bundle listing, sample retrieval, purchase links, reference parameters, and a benchmark with blind mode. Minor gaps exist (e.g. no search-by-attribute across archetypes or bundle contents preview), but core agent workflows are supported.