wealify-kpi-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| KPI_BASE_URL | No | Base URL for the KPI API. Default is https://kpi.wealify.com/api/v1. | https://kpi.wealify.com/api/v1 |
| PAPERCLIP_READ_TOKEN | Yes | Read-only token for authentication. Must match the token set in the backend. |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| kpi_healthA | Health/identity probe — confirms the read token works and the dashboard is reachable. |
| kpi_scoring_periodA | Scoring-period state (OPEN | LOCKED) for a month. Use before nudging Leads or reading 'final' numbers. |
| kpi_scoring_coverageC | Active members who still lack data to be scored this month (so a Lead can be reminded before lock). |
| kpi_member_kpiA | Full KPI breakdown for a member (engine1 commission, engine2 squad-bonus, clawback, total payout) for a quarter. |
| kpi_alertsC | Derived alert signals for a quarter: squad below revenue floor, bonus pool hitting the 15% GP cap, sync staleness. |
| kpi_overviewA | Company-wide overview for a quarter: per-squad performance, sales leaderboard, chapter averages, engine-3 status. Use for CEO/Finance digests. |
| kpi_chapterC | Chapter aggregate + per-member metric breakdown. chapter = SALES | PRODUCT | GROWTH | ENGINEER. |
| kpi_chapter_monthlyA | Số liệu chapter theo TỪNG THÁNG. Dùng khi cần xem "tháng 5 Sales đạt bao nhiêu?". Với SALES: trả về GTV, số deal, số KH từng người trong tháng. Với chapter khác: revenue squad tháng đó + metrics. |
| kpi_membersA | Active roster: members + Leads (id, name, email, role, chapter, squad) — so you know WHO to message and can iterate. Optional filters: chapter, squadId. |
| kpi_rubricsA | Rubric thresholds & criteria for a chapter in a quarter. Returns metric keys, fail/standard/excellent thresholds, multipliers, and data sources. Use to understand scoring rules before generating reports. |
| kpi_sla_statusA | Tiến độ chấm điểm của Lead theo tháng: Lead nào đã chấm xong cho team, ai đang quá hạn. Dùng để nhắc Lead trước hạn chót (ngày 4 hàng tháng, 17:00 ICT) hoặc đánh dấu vi phạm thời hạn. |
| kpi_rubric_docA | Full rubric document (markdown) for a chapter — contains scoring criteria, thresholds, behavioral descriptions, data sources. Use this when asked about "rubric chapter X" or when you need to understand how KPIs are scored. Available: SALES, PRODUCT, ENGINEER, GROWTH, MARKETING. |
| kpi_docs_listA | List all available document files in the mcp/docs/ directory. Returns filenames so agents know what reference documents are available. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
Latest Blog Posts
MCP directory API
We provide all the information about MCP servers via our MCP API.
curl -X GET 'https://glama.ai/api/mcp/v1/servers/ngkienmkqn/wealify-kpi-mcp'
If you have feedback or need assistance with the MCP directory API, please join our Discord server