# wealth

> Use this tool when you need to manage financial data, such as tracking expenses, income, and assets, and receive reminders for financial tasks. It solves problems related to personal finance management, providing a comprehensive tool set for loading user data, reading expense buckets, and saving estimates and actuals. The tool accepts user data as input and outputs financial insights, estimates, and reminders, making it ideal for use cases involving financial planning and organization.

Canonical page: https://skillsregistry.net/skills/zoro-wealth  
JSON: https://api.skillsregistry.net/v1/skills/zoro-wealth

## Description

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

- Loading `user_data`
- Reading monthly expense buckets and estimate snapshots
- Saving expense estimates + monthly actuals totals
- Saving income and assets/liabilities answers
- Managing lightweight recurring reminders (same contract as the main-site reminder widget)
- FX rates and currency coverage gaps

## How it fits with Orchestrator + Goals

- Orchestrator routes user intent to Wealth when the user is working on wealth data.
- Wealth/Goals can recommend switching to Nags only when reminder scheduling is requested.

## MCP server URL

`https://www.getzoro.com/api/mcp/wealth`

## Trust

- **Trust score (0–1):** 0.30
- **Verification tier:** unverified
- **Last scanned:** 2026-08-23

## Facts

- **Version:** 1.0.0
- **Skill type:** atomic
- **Execution layer:** mcp-remote
- **Runtime environment:** api
- **Category:** other
- **Updated:** 2026-08-23

## Source

- **Source listing:** [Smithery](https://smithery.ai/server/zoro/wealth)

## Use it

Resolve this record through the SkillsRegistry MCP server (no auth, read-only):

```
claude mcp add --transport http --scope user skillsregistry https://api.skillsregistry.net/mcp
```

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_skill",
    "arguments": {
      "slug": "zoro-wealth"
    }
  }
}
```

REST: `GET https://api.skillsregistry.net/v1/skills/zoro-wealth` · pull for local use: `GET https://api.skillsregistry.net/v1/skills/zoro-wealth/pull`

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SkillsRegistry indexes agent skills from public registries and GitHub. Skills we have analysed are scanned with Circle-IR and scored on six dimensions; each listing states its scan coverage. More: https://skillsregistry.net/llms.txt