Worthune Verified Financial Models

Instalación

Elige la app de IA que usas y copia la configuración.

Pasó 2/3 revisiones · Lo que preguntas pasa por el servidor del autor (worthune.com) · ✓ Comandos revisados el 13 nov 2026

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

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

{
  "servers": {
    "models": {
      "type": "http",
      "url": "https://worthune.com/api/mcp/mcp"
    }
  }
}

Qué apps pueden usarlo

Según cómo se conecta este servidor y la documentación de cada app, comprobado el 10 nov 2026.

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Qué puede hacer

Nombres y descripciones de las herramientas tal como los informó el servidor el 9 nov 2026. Los escribió el creador, no nosotros; los mostramos como texto sin formato.

• list_models

  List 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 before running a model.

• get_model_contract

  Get 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 also receive the full specification markdown (exact formulas, a

• run_model

  Run 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 echoes inputs, spec version, assumptions, triggered sentinels

• verify_claim

  Verify 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, with the engine's computed value as proof and a decision-record

• create_household

  Create 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 — fix the payload in one pass. Returns the household id to

• get_household

  Fetch a stored household document and its metadata by id.

• list_households

  List 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/households returns every status — pass status: "all" for the same

• archive_household

  Archive 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_decisions

  The 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 /api/v1/households/{id}/decisions.

• get_decision

  One 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' verifyRecord. Decisions stored before their inputs were reta

• get_household_picture

  One 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 newest decisions, and a data-quality report naming what is missi

• replace_household

  Full-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_household

  Apply 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_household) is REQUIRED — a delta is only meaningful against a ve

• project_household

  Run 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 result). Assumptions: pass your own, pin a profile by id+vers

• list_example_households

  Twelve 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 of money, negative amortization, and more. Use one as a start

• try_household_projection

  Run 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 year — optionally with a seeded Monte Carlo. NOTHING IS STOR

• import_households

  Migrate 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: households[] of { importKey, label?, household } documents, or templ

• draft_import_mapping

  WS3.5c: 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 deterministic gates run before anything returns: strict JSON, the

• narrate_decision

  The 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 the draft and verifies each against the decision's own value

• decide_household

  Run 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: [{annualAmountUsd, years}]); ss-claiming (params.candidateAges?: {memberI

• create_mandate

  Assign 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 tax rules or your assumption profile change, finds and ranks e

• list_mandates

  The 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_mandate

  One 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. Any key role. Same as GET /api/v1/mandates/{id}.

• run_mandate

  Record 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_proposals and the reasons with get_mandate. Developer or owne

• list_proposals

  Proposals 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 its intents verbatim from the decision, the projected value

• review_proposal

  Decide 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-value ledger entry (a re-pin proposal moves the mandate to th

• get_ledger

  Ledger 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/keys) naming the stored decision it came from. Values are PROJE

• list_questions

  Lodestar'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; at most one open per mandate. Filter by status (open, answe

• answer_question

  Answer 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 will not ask about the field again. Send exactly one of them.

• manage_preferences

  An 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 approver or owner key confirms it at once, a developer key only

Revisiones básicasi

Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 13 nov 2026

• ! Precaución

  El creador coincide con el repo

  El registro no indica ningún repo de código fuente, así que no podemos relacionar a quien lo publicó (worthune.com) con el código

• … Aún sin revisar

  Sigue en mantenimiento

  Todavía no hemos leído este repo en GitHub

• … Aún sin revisar

  Tiene licencia

  Todavía no hemos leído este repo en GitHub

• ✓ Superada

  El endpoint responde

  Respondió en 379 ms (HTTP 200)

• – No aplica

  Inicio de sesión con OAuth

  No hace falta iniciar sesión

• ✓ Superada

  Sin instrucciones ocultas en las descripciones de herramientas

  Leímos 30 descripciones de herramientas y no encontramos instrucciones ocultas para la IA

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Comparado con otros en Contabilidad, finanzas e impuestosi

• Más estrellas que el 0% de los otros 3176 servidores de esta categoría
• Publicado en el registro más recientemente que el 31% de los otros 3176 servidores de esta categoría
• Revisiones básicas iguales o mejores que el 52% de los otros 3176 servidores de esta categoría

Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.

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