Worthune Verified Financial Models

Connect it to your AI

Claude Code

claude mcp add --transport http models https://worthune.com/api/mcp/mcp

Claude, ChatGPT, Cursor and other apps

Add it as a custom connector with this URL (Streamable HTTP):

https://worthune.com/api/mcp/mcp

Cursor, VS Code and other apps (mcp.json)

{
  "mcpServers": {
    "models": {
      "url": "https://worthune.com/api/mcp/mcp"
    }
  }
}

Tools it offers

30 tools, as the server itself reported during our check on Oct 31, 2026.

• list_modelsList Worthune's Concordance-tested financial calculation models (an independent second implementation must agree with the engine, per the published spec). Returns model names and spec versions. Call get_model_contract be
• get_model_contractGet a model's machine-readable contract: required inputs with types and valid domains, cross-field constraints, sentinel-value meanings, and the government constants (with sources) the model uses. Set include_spec to als
• run_modelRun a Concordance-tested calculation model. Inputs must satisfy the contract from get_model_contract (all fields required, values inside their domains — out-of-domain requests are rejected, never clamped). The response e
• verify_claimVerify claims about a model's outputs against the engine before presenting them to a user. Pass the model inputs plus one or more claims ({path, op, value}); each claim comes back verified, violated, or out-of-scope, wit
• create_householdCreate a persistent household resource from a household-schema document (docs/household-schema-spec.md: members, accounts by tax wrapper, liabilities, income and expense streams). Validation rejects with JSON-path errors
• get_householdFetch a stored household document and its metadata by id.
• list_householdsList the organization's stored households — id, label, advisorRef, version, status, when it was last computed — without the documents (get_household returns one in full). Defaults to active households; GET /api/v1/househ
• archive_householdArchive a stored household (never deleted: the row stays readable, leaves the active-household meter, and stops accepting writes or projections). The same operation as DELETE /api/v1/households/{id}.
• list_decisionsThe append-only history of coordination strategies run on a stored household, newest first — id, strategy, spec version, household version, record hash, when. Metadata only; get_decision returns one in full. Same as GET
• get_decisionOne stored decision in full: the decision object as it was produced, the household version it ran against, and its evidence record with the hashed inputs — enough to re-verify it with /api/v1/records/verify or the SDKs'
• get_household_pictureOne household, one picture: the balance sheet by wrapper and owner, income and spending this year, how current the last computation is against the engine's spec (the same drift reasons the weekly scan delivers), the newe
• replace_householdFull-document replace with optimistic concurrency: pass expectedVersion (from get_household) and a stale write loses cleanly with the current version instead of clobbering a concurrent change.
• patch_householdApply a collection-level delta to a stored household without resending the whole document: set scalars (filingStatus, state), upsert entries by id (replace or append), remove entries by id. expectedVersion (from get_hous
• project_householdRun the deterministic multi-year projection on a stored household — income, RMDs, federal + covered state tax, expenses, amortization, cash flow, net worth per year — optionally with seeded Monte Carlo (same seed, same r
• list_example_householdsTwelve FICTIONAL households, each built to exercise a different part of the planning engine — accumulation, a Roth conversion window, drawdown on a low-basis portfolio, spousal Social Security coordination, running out o
• try_household_projectionRun the deterministic multi-year household projection on a document you pass in — income, RMDs, Roth conversions, federal and covered-state tax, expenses, amortization, the tax-grossed-up deficit draw, and net worth per
• import_householdsMigrate a book (WS3.5): import up to 200 households in one call, with dryRun: true validating everything and writing NOTHING — iterate until the per-row, per-field report is clean, then run for real. Two shapes: househol
• draft_import_mappingWS3.5c: AI drafts the mapping; determinism executes it. Send up to 10 sample records from an export (column → string cell) and get back a DRAFT mapping template for import_households' template + records path. Three deter
• narrate_decisionThe Verified Narrative: client- or advisor-ready prose for a stored decision (decision_id) or an inline decision object. A model drafts the narrative FROM the decision; a deterministic gate then extracts every number in
• decide_householdRun a Household Coordination Engine strategy on a stored household and get back a ranked decision object with evidence records. Strategies: withdrawal-sequencing (no params); roth-ladder (params.candidates: [{annualAmoun
• create_mandateAssign a standing mandate: strategy-watch (one household, the strategies you choose), tax-optimization (one household, minimize-lifetime-tax, the tax strategies) or rules-change (the whole book, Growth and above: when ta
• list_mandatesThe organization's mandates, newest first, optionally for one household or status, with an alert listing trigger events left open over an hour. Any key role. Same as GET /api/v1/mandates.
• get_mandateOne mandate and its last 20 cycles, each with the strategies swept and the gate's reason for every candidate it did not propose (below the floor, cooldown, duplicate, max open), so 'why did nothing happen?' has an answer
• run_mandateRecord a manual trigger and run the mandate's cycle now: sweep its strategies on the household's current version, store each decision, and file proposals that clear the gate. Returns the cycle; read proposals with list_p
• list_proposalsProposals Lodestar filed for a person to decide, newest first, optionally filtered by status (pending, approved, rejected, expired, superseded, stale, withdrawn), mandate or household. Each carries the recommendation and
• review_proposalDecide one pending proposal. APPROVER OR OWNER KEY ONLY: developer and viewer keys are refused, so the key that configures mandates cannot sign off their output. approve executes nothing; it writes one signed projected-v
• get_ledgerLedger entries written by approvals, newest first, optionally for one mandate or household, with the total. Each is an evidence record (hash over its inputs and outputs, Ed25519-signed with the key at /api/v1/records/key
• list_questionsLodestar's questions about one field of a household's data (a taxable account with no cost basis, a Social Security stream with no amount, living expenses of zero), asked by deterministic checks in every household cycle;
• answer_questionAnswer one open question. value proposes the corrected field as a data-change proposal that an approver or owner must approve before anything is written; confirm: true records that the data is right, and the same check w
• manage_preferencesAn advisor's standing preferences, which the gate enforces in every cycle: avoid-strategy (optionally until a date), min-value for a strategy, max-annual-conversion, avoid-alternative. action list (any role); add (an app

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