Worthune Verified Financial Models

インストール

使っているAIアプリを選んで、設定をコピーしてください。

チェック 2/3 合格 · 質問内容は提供元のサーバー（worthune.com）を通ります · ✓ コマンド確認済み 2026年11月13日

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"
    }
  }
}

使えるアプリ

このサーバーのつなぎ方と、各アプリの公式ドキュメントに基づきます。2026年11月10日に確認。

インターネット経由でつなげるアプリ

ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast

すべてのアプリと長所・短所 →

できること

ツールの名前と説明は、サーバーが2026年11月9日に返したそのままの内容です。書いたのは作者で、私たちではありません。プレーンテキストとして表示しています。

• 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

基本チェックi

誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月13日にチェック

• ! 注意

  作者とリポジトリが一致

  レジストリにソースのリポジトリが載っていないため、公開者（worthune.com）とコードを照合できません

• … 未チェック

  今もメンテナンスされている

  このリポジトリはまだGitHubから読み取っていません

• … 未チェック

  ライセンスがある

  このリポジトリはまだGitHubから読み取っていません

• ✓ 合格

  エンドポイントが応答する

  379ミリ秒で応答（HTTP 200）

• – 対象外

  OAuthでサインイン

  サインイン不要

• ✓ 合格

  ツールの説明に隠れた指示がない

  30件のツールの説明を読み、AIへの隠れた指示は見つかりませんでした

ユーザーレビュー

まだレビューはありません

Google でログインしてレビューを書く

会計・財務・税務のほかのサーバーとの比較i

• このカテゴリのほかの3194件のうち0%よりスターが多い
• このカテゴリのほかの3194件のうち31%より最近レジストリに公開
• 基本チェックの結果が、このカテゴリのほかの3194件のうち52%と同じかそれ以上

レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。

同じカテゴリのほかの候補

同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。

カードの見方：↓ 週あたりのダウンロードi★ GitHubスターi3つの柱：レビュー · チェック · 利用状況i更新＝最新バージョンをレジストリに公開した日i

CCXT

Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets

作者：ccxt·広く使われている·↓ 667/週·★ 4.5万 リポジトリ全体のスター·2 か月前更新

パソコンで動く

インストール

Finance Toolkit

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

作者：JerBouma·広く使われている·↓ 1.6万/週·★ 5520·4 日前更新

パソコンでもクラウドでも

インストール

AKQuant

Write and backtest trading strategies with AKQuant: API lookup, strategy checks, backtest runs

作者：akfamily·広く使われている·↓ 3280/週·★ 2598·今日更新

パソコンで動く

インストール

作者のREADME

リポジトリにREADMEが見つかりません