{"$schema":"https://wellknown.network/schemas/agent-record-v1.json","schemaVersion":"1","id":"ag_wrgpvfw97b5n","handle":"openwealth-mcp","url":"https://wellknown.network/agents/openwealth-mcp","links":{"self":"https://wellknown.network/agents/openwealth-mcp/record.json","html":"https://wellknown.network/agents/openwealth-mcp","markdown":"https://wellknown.network/agents/openwealth-mcp/record.md","api":"https://wellknown.network/api/v1/agents/openwealth-mcp","status":"https://wellknown.network/api/v1/agents/openwealth-mcp/status","claim":"https://wellknown.network/agents/openwealth-mcp/claim","claimApi":"https://wellknown.network/api/v1/claims","claimDescriptor":"https://wellknown.network/agents/openwealth-mcp/claim.json","badge":"https://wellknown.network/agents/openwealth-mcp/badge.svg","openapi":"https://wellknown.network/openapi.json","history":"https://wellknown.network/api/v1/agents/openwealth-mcp/history","tools":"https://wellknown.network/api/v1/agents/openwealth-mcp/tools"},"ard":{"identifier":"urn:air::server:openwealth-mcp","type":"application/mcp-server-card+json"},"kind":"mcp_server","declared":{"name":"openwealth-mcp","summary":"MCP servers for the OpenWealth Custody, Trading and Customer Management APIs","description":"# OpenWealth MCP\n\n[![CI](https://github.com/OpenWealth/OpenWealth-MCP/actions/workflows/ci.yml/badge.svg)](https://github.com/OpenWealth/OpenWealth-MCP/actions/workflows/ci.yml)\n[![PyPI](https://img.shields.io/pypi/v/openwealth-mcp)](https://pypi.org/project/openwealth-mcp/)\n[![Python](https://img.shields.io/badge/python-3.11%2B-blue)](https://www.python.org/)\n[![License](https://img.shields.io/badge/license-Apache--2.0-green)](LICENSE)\n\nThree [FastMCP](https://gofastmcp.com/) servers that expose the\n[OpenWealth](https://openwealth.ch/) APIs as MCP tools, so an AI assistant\n(Claude, Cursor, any MCP client) can read custody data, manage orders, and\nonboard customers through a typed, audited interface instead of raw HTTP.\n\n| Server | API | Console script | Tools |\n|--------|-----|----------------|-------|\n| **Custody** | [Custody Services v3.2.0](https://sandbox.openwealth.synpulse8.com/docs?api=custody-services-3-2-0) — customers, accounts, positions, transactions | `openwealth-custody-mcp` | 10 (read-only) |\n| **Trading** | [Order Placement v3.0.1](https://sandbox.openwealth.synpulse8.com/docs?api=order-placement-3-0-1) — orders, executions, quotes, subscriptions | `openwealth-trading-mcp` | 18 (full lifecycle) |\n| **Customer** | [Customer Management v2.0.6](https://sandbox.openwealth.synpulse8.com/docs?api=customer-management-2-0-6) — customers, persons, contacts, addresses, documents, KYC | `openwealth-customer-mcp` | 26 (full lifecycle) |\n\nAll three ship in one Python package and speak **MCP over stdio**. OpenAPI specs are\nvendored from [OpenWealth](https://openwealth.ch/)\nand served as sanitized MCP resources (server URLs and auth schemes are stripped\nbefore the spec is exposed to the LLM).\n\n> ⚠️ **Trading places real orders.** `create_order` is a financially\n> consequential tool. Read [Safety model](#safety-model) before pointing it at\n> anything other than the sandbox.\n\n---\n\n## Install\n\n```bash\npip install openwealth-mcp\n```\n\nRequires **Python ≥ 3.11** and a …","publisher":null,"homepage":"https://github.com/OpenWealth/OpenWealth-MCP","repository":"https://github.com/OpenWealth/OpenWealth-MCP/blob/main/CHANGELOG.md","version":"0.3.8","license":null,"protocols":["mcp"],"tags":["custody","customer-management","fastmcp","fintech","llm","mcp","openwealth","trading"],"pricing":null,"endpoints":[{"url":"pypi:openwealth-mcp","type":"package_pypi","auth":null,"probeable":false}],"skills":null,"tools":null,"extra":null,"attribution":{"kind":"pypi","name":"pypi","repoUrl":"pypi","summary":"pypi","version":"pypi","description":"pypi","homepageUrl":"pypi"}},"derived":{"capabilities":[{"slug":"finance.markets","name":"Markets & Trading","confidence":1,"provenance":"declared"},{"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":"openwealth-mcp","registry":"pypi","observedAt":"2026-11-03T20:29:50.677Z","publishedAt":"2026-09-11T08:05:04.725727Z","latestVersion":"0.3.8"},"toolSurface":null,"endpointFacts":[]},"verification":{"claimed":false,"claimedAt":null,"proofs":[]},"provenance":{"sources":[{"source":"pypi","key":"openwealth-mcp","url":"https://pypi.org/project/openwealth-mcp/","firstSeenAt":"2026-09-10T08:27:01.156Z","fetchedAt":"2026-11-03T20:29:20.543Z","normalizedAt":"2026-11-03T20:29:20.543Z"}]},"firstSeenAt":"2026-09-10T08:27:01.156Z","updatedAt":"2026-11-03T20:29:50.677Z"}