# wealth

Wealth MCP wraps the wealth experience routes (`/expenses`, `/income`, `/assets`) and exposes a tool set for:

## Quick Start

```bash
# Connect this server (installs CLI if needed)
npx -y @smithery/cli@latest mcp add zoro/wealth

# Browse available tools
npx -y @smithery/cli@latest tool list zoro/wealth

# Get full schema for a tool
npx -y @smithery/cli@latest tool get zoro/wealth wealth.user_data

# Call a tool
npx -y @smithery/cli@latest tool call zoro/wealth wealth.user_data '{}'
```

## Direct MCP Connection

Endpoint: `https://wealth--zoro.run.tools`

**Required config:**
- `token` (query) — Zoro user token linked to your email address

## Tools (12)

- `wealth.user_data` — Load user_data for the authenticated user (income_answers, assets_answers, expenses-related fields, goals).
- `wealth.expenses.monthly` — Get monthly expense buckets for a month (YYYY-MM) or list months.
- `wealth.expenses.set_estimates` — Save expense estimate buckets (UI step 0). Client LLM must supply totals; server does not parse.
- `wealth.expenses.save_monthly_actuals_totals` — Save a month’s actual expense totals (category totals only). Client LLM must compute totals; server does not parse.
- `wealth.expenses.estimates` — List expense estimate snapshots (or latest only with latest=true).
- `wealth.income.save` — Save income answers (UI: Income details). Client LLM must supply values; server does not parse.
- `wealth.assets.save` — Save assets + liabilities (UI: Assets and liabilities). Client LLM must supply values; server does not parse.
- `wealth.reminders.list` — List reminders created via the main-site “Add reminder” widget.
- `wealth.reminders.create` — Create a main-site reminder (lightweight check-in). For email/WhatsApp/webhooks, use Nags.
- `wealth.reminders.delete` — Delete a main-site reminder row by id (from reminders.list).
- `wealth.fx.rates` — List stored FX rates (optional month=YYYY-MM per /api/currency-rates).
- `wealth.fx.coverage` — Report missing (month, currency) pairs for the user (expenses/income/assets currencies vs rates table).

```bash
# Get full input/output schema for a tool
npx -y @smithery/cli@latest tool get zoro/wealth <tool-name>
```

## Resources

- `zoro://wealth/docs/api` — Wealth routes: /expenses, /income, /assets

## Prompts (10)

- `wealth.start_with_user_data` (token) — Get wealth profile baseline before deeper calls
- `wealth.onboarding.expenses.step0_estimates` — Produce the exact JSON payload for saving expense estimates (no server-side parsing).
- `wealth.onboarding.expenses.step1_2_monthly_actuals` — Produce the exact JSON payload for saving monthly actual expense totals (no server-side parsing).
- `wealth.onboarding.income.save_payload` — Produce the exact JSON payload for saving income by year (no server-side parsing).
- `wealth.onboarding.assets.save_payload` — Produce the exact JSON payload for saving assets and liabilities (no server-side parsing).
- `wealth.onboarding.misc.reminders_payload` — Produce the exact JSON payload for creating a lightweight reminder (same as AddReminderForm).
- `wealth.review_monthly_expenses` (token, month) — Inspect monthly spending buckets
- `wealth.review_estimates` (token, latest) — Analyze expense estimate snapshots
- `wealth.check_currency_rates` (token, month) — Inspect available FX rates for reporting
- `wealth.find_currency_gaps` (token) — Find missing FX pairs impacting user data