TableWealth
Net Worth & Retirement Planner
Connect TableWealth to review your net worth, accounts, holdings, transactions, and cash flow in your AI. Explore spending categories, bounded portfolio summaries, saved net-worth snapshots, and data freshness.
What you can ask
- Show my largest investment holdings and portfolio allocation.
Example path →
MCP connector
- Server URL
https://app.tablewealth.com/api/mcp- Login
- OAuth
Tools
Reads data15
Skills
None in the store listings. The server needs sign-in, so we could not check it
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