{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_sqp8up9gz3hz","handle":"alpflo-openwealth-mcp","url":"https://wellknown.network/agents/alpflo-openwealth-mcp","links":{"self":"https://wellknown.network/agents/alpflo-openwealth-mcp/record.json","html":"https://wellknown.network/agents/alpflo-openwealth-mcp","markdown":"https://wellknown.network/agents/alpflo-openwealth-mcp/record.md","api":"https://wellknown.network/api/v1/agents/alpflo-openwealth-mcp","status":"https://wellknown.network/api/v1/agents/alpflo-openwealth-mcp/status","claim":"https://wellknown.network/agents/alpflo-openwealth-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/alpflo-openwealth-mcp/claim.json","badge":"https://wellknown.network/agents/alpflo-openwealth-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json"},"ard":{"identifier":"urn:air::server:alpflo-openwealth-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"alpflo-openwealth-mcp","summary":"OpenWealth MCP Server - AI agent integration with Swiss wealth management systems via bLink gateway","description":"# openwealth-mcp\n\nOpenWealth MCP Server for Claude — enabling conversational AI agents to query Swiss wealth management data via OpenWealth APIs.\n\n**Status:** Phase 3 - Publication Ready — V3 API complete, test PyPI validation in progress ✅\n\n[![Tests](https://github.com/alpflo/openwealth-mcp/actions/workflows/test.yml/badge.svg)](https://github.com/alpflo/openwealth-mcp/actions/workflows/test.yml)\n[![Integration Tests](https://github.com/alpflo/openwealth-mcp/actions/workflows/integration-tests.yml/badge.svg)](https://github.com/alpflo/openwealth-mcp/actions/workflows/integration-tests.yml)\n[![License](https://img.shields.io/badge/license-Apache%202.0-blue.svg)](./LICENSE)\n\n---\n\n## What Is This?\n\nAn open-source MCP (Model Context Protocol) server that enables AI agents to interact with Swiss wealth management systems through the **OpenWealth API v3.2.0 standard** (Custody Services API).\n\nThis server provides a standardized interface for AI assistants like Claude to:\n\n- **List customers** in the portfolio (cursor-based pagination)\n- **Get positions** for portfolio holdings and asset allocation\n- **Get transactions** for trade history and cash movements\n\n**Phase 1 Scope:** Read-only operations only (Custody Services API). Write operations excluded.\n\nBuilt with Python 3.11+ and designed for Swiss financial institutions using the OpenWealth standard.\n\n---\n\n## Installation\n\n### For End Users (Using the MCP Server)\n\n**Prerequisites:**\n\n- Python 3.11+ (check with `python --version`)\n- Claude Desktop app ([download here](https://claude.ai/download))\n- OpenWealth sandbox credentials (contact [OpenWealth Association](https://openwealth.swiss) for access)\n\n**Step 1: Install the package**\n\n```bash\npip install alpflo-openwealth-mcp\n```\n\n**Step 2: Configure Claude Desktop**\n\nAdd this to your Claude Desktop configuration file:\n\n- **macOS:** `~/Library/Application Support/Claude/claude_desktop_config.json`\n- **Windows:** `%APPDATA%\\Claude\\claude_desktop_config.json`\n\n```json\n{\n  \"…","publisher":null,"homepage":"https://github.com/alpflo/openwealth-mcp/blob/main/README.md","repository":"https://github.com/alpflo/openwealth-mcp/blob/main/README.md","version":"0.1.2","license":"Apache-2.0","protocols":["mcp"],"tags":["ai-agent","blink","mcp","model-context-protocol","openwealth","swiss-banking","wealth-management"],"pricing":null,"endpoints":[{"url":"pypi:alpflo-openwealth-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","license":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.banking","name":"Banking","confidence":1,"provenance":"derived"},{"slug":"dev.package-management","name":"Packages & Dependencies","confidence":0.768,"provenance":"derived"}],"categories":["dev","finance"],"language":"en"},"observed":{"status":"unknown","statusReason":"Distributed as a package to run locally; no network endpoint to check.","lastOkAt":null,"lastProbedAt":null,"statusComputedAt":null,"reliability30d":null,"latestObservations":[],"tools":null,"package":{"name":"alpflo-openwealth-mcp","registry":"pypi","observedAt":"2026-09-09T09:24:45.201Z","publishedAt":"2026-05-30T14:33:21.254190Z","latestVersion":"0.1.2"}},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"alpflo-openwealth-mcp","url":"https://pypi.org/project/alpflo-openwealth-mcp/","firstSeenAt":"2026-09-09T09:22:34.272Z","fetchedAt":"2026-09-09T09:22:34.272Z","normalizedAt":"2026-09-09T09:22:34.272Z"}]},"firstSeenAt":"2026-09-09T09:22:34.272Z","updatedAt":"2026-09-09T09:24:45.201Z"}