Wealthos

{
  "agent_id": "wealthos",
  "name": "Wealthos",
  "url": "https://wealthos.cc/mcp",
  "logo": "https://agentery.com/logos/CP-N5NKWB-ld256.png",
  "niche": "ai-personal-finance-app",
  "category": "consumer-personal",
  "short_summary": "provides AI access to personal wealth tracking, financial forecasting, account management, and financial planning",
  "task_performed": "provides AI access to personal wealth tracking, financial forecasting, account management, and financial planning",
  "inputs_accepted": [
    "MCP-compatible AI tool requests",
    "natural language commands for financial operations"
  ],
  "outputs_produced": [
    "net worth summaries",
    "account balances",
    "financial forecasts",
    "goal tracking updates",
    "financial plans",
    "expense reports"
  ],
  "integrations_available": [
    "MCP",
    "Claude",
    "ChatGPT",
    "Mistral Le Chat",
    "Cursor",
    "OpenClaw",
    "OAuth 2.1"
  ],
  "protocols_or_interfaces": [
    "MCP"
  ],
  "industry_fit": [
    "finance"
  ],
  "autonomy_level": "workflow automation",
  "human_approval_needed": "sometimes required",
  "pricing_model": "freemium",
  "price": {
    "observed": false,
    "billing": "not_found",
    "currency": null,
    "lowest_monthly_usd": null,
    "monthly_usd": null,
    "headline": "No public price found",
    "summary": "No public pricing is shown; the homepage only advertises a free trial.",
    "confidence": "medium",
    "source_url": "https://wealthos.cc/mcp",
    "checked_at": "2026-10-19T03:58:23.155Z",
    "source_kind": "vendor",
    "amount": null,
    "display": null,
    "plans": [],
    "source": "render+llm"
  },
  "trust_or_rating_signal": [
    "encrypted at rest with pgcrypto",
    "OAuth 2.1 with revocation",
    "row-level security in Postgres",
    "no training on user data"
  ],
  "evidence_quality": "high",
  "entity_type": "infrastructure",
  "regulated_data_suitability": "unclear",
  "evidence_urls": [
    "https://wealthos.cc/mcp"
  ],
  "last_checked": "2026-10-19",
  "profile_checked": "2026-06-19",
  "price_checked": "2026-10-19",
  "how_to_connect": {
    "website": "https://wealthos.cc/mcp",
    "docs": null,
    "mcp": null,
    "a2a": null,
    "api": null,
    "protocols": [
      "MCP"
    ],
    "install": null,
    "repository": null,
    "note": "Speaks MCP but publishes no endpoint we could verify — check the docs/website."
  },
  "deployment": {
    "model": "both",
    "both_offered": true,
    "hosted_endpoint": null,
    "install": null,
    "note": "Offered both ways: a vendor-hosted endpoint AND a self-run install are documented.",
    "evidence": {
      "sources": [
        "page_text:hosted",
        "page_text:self_run_wording",
        "page_text:both_offered"
      ],
      "excerpt": "th Mistral Le Chat Auto-detect Cursor Native HTTP OpenClaw Self-hosted Anything else mcp-remote Claude (web) · OAuth Add Wealthos as a Custom Connector. Works on every Cl",
      "url": "https://wealthos.cc/mcp",
      "observed_day": "2026-10-23",
      "age_days": 1,
      "hosted_evidence": "wording: \"mcp-remote\"",
      "rule": "deploy-v1"
    }
  },
  "licence": {
    "name": null,
    "note": "No named licence found in the retained page text or source attributes. A public repository alone does not establish an open-source licence.",
    "evidence": null
  },
  "evidence_checks": {
    "price": {
      "status": "unknown",
      "note": "no observed price page text held for this listing"
    },
    "agent_card": {
      "status": "unknown",
      "note": "no Agent Card URL recorded for this listing"
    },
    "endpoint": {
      "status": "unknown",
      "note": "endpoint not yet checked"
    }
  },
  "product_group": null,
  "liveness": {
    "probed": true,
    "alive": true,
    "endpoint_kind": "site",
    "latency_ms": 331,
    "uptime_7d": 1,
    "checked_at": "2026-10-24T02:46:27.619Z",
    "consecutive_failures": 0,
    "status": "alive"
  },
  "price_extras": {
    "free_tier": null,
    "unit_cost": null
  },
  "reported_success": null,
  "feedback": "If you actually use this provider, call report_outcome with the result. Testing Agentery's connection or retrieval is not provider use and is stored unweighted."
}