Native Model Context Protocol (MCP) Server

Your Net Worth, Connected to Your Favorite AI.

Wealth Journey is the first personal balance sheet with a native Model Context Protocol server. Let Claude, Cursor, or your local agent analyze allocation drift, track milestones, and log monthly check-ins.

Get Personal Access Token Try Benchmark Calculator

Create a Personal Token

Generate a scoped, revokable API token in your account settings. No banking credentials or scraping required.

Paste 1-Click Config

Add Wealth Journey’s endpoint to your Claude Desktop, Cursor, or Muse settings with one JSON block.

Talk to Your Finances

Ask natural questions, audit your savings rate, or dictate a check-in in seconds.

1-Click Client Configuration

Select your client, copy the config snippet, and replace the Bearer token.

Target: macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json JSON-RPC 2.0

{
  "mcpServers": {
    "wealth_journey": {
      "url": "https://wealth-journey.com/api/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_PERSONAL_ACCESS_TOKEN"
      }
    }
  }
}

Exposed MCP Tools

Tools available to LLMs via the Model Context Protocol endpoint.

Streamable HTTP

get_my_net_worth_stats Personal Token

Fetches your current net worth, 30-day velocity, CAGR, cash drag percentage, and liquid assets.

“Hey Claude, analyze my current asset allocation and calculate my cash drag.”

submit_entry Personal Token

Records or updates a monthly check-in with component assets (stocks, cash, real estate) and debts.

“Record my Oct 2026 check-in: $15k cash, $85k stocks, $2,400 credit card.”

update_entry Personal Token

Partially edits an existing check-in by ID or date while preserving unspecified asset/debt categories and recomputing totals.

“Update my 2026-10-01 check-in: set cash to $18,500 and make it public.”

delete_entry Personal Token

Deletes a check-in entry by ID or date from your ledger.

“Delete my duplicate check-in from 2026-09-15.”

update_profile Personal Token

Edits your public profile handle, cadence, demographics, currency, and financial philosophy.

“Update my profile investing strategy to 90% VTI / 10% VXUS and set currency to USD.”

set_financial_goal Personal Token

Creates or updates your active FIRE / net worth target amount, target age, and milestone date.

“Set my active FIRE goal to $1,500,000 by age 40.”

get_my_entries Personal Token

Retrieves your historical balance sheet timeline, including reflection notes and category breakdowns.

“Review my check-ins over the last year and summarize my debt payoff rate.”

get_community_cohorts Public / Token

Queries median net worth benchmarks by demographic cohort (age brackets, income ranges, occupations).

“How does my portfolio compare to the median for ages 30–35?”

get_community_movers Public / Token

Returns the top 30-day velocity movers and percentage gainers across the community board.

“What are the highest-momentum public journeys this month?”

get_public_journeys Public / Token

Browses public check-ins, journal reflections, and milestone accomplishments shared by members.

“Show recent reflections on hitting the $100k net worth milestone.”

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