MCP servercom.worthune/models

Archive a stored household (never deleted: the row stays readable, leaves the active-household meter, and stops accepting writes or projections). The same operation as DELETE /api/

Create a persistent household resource from a household-schema document (docs/household-schema-spec.md: members, accounts by tax wrapper, liabilities, income and expense streams).

Run a Household Coordination Engine strategy on a stored household and get back a ranked decision object with evidence records. Strategies: withdrawal-sequencing (no params); roth-

WS3.5c: AI drafts the mapping; determinism executes it. Send up to 10 sample records from an export (column → string cell) and get back a DRAFT mapping template for import_househol

One stored decision in full: the decision object as it was produced, the household version it ran against, and its evidence record with the hashed inputs — enough to re-verify it w

Fetch a stored household document and its metadata by id.

One household, one picture: the balance sheet by wrapper and owner, income and spending this year, how current the last computation is against the engine's spec (the same drift rea

Get a model's machine-readable contract: required inputs with types and valid domains, cross-field constraints, sentinel-value meanings, and the government constants (with sources)

Migrate a book (WS3.5): import up to 200 households in one call, with dryRun: true validating everything and writing NOTHING — iterate until the per-row, per-field report is clean,

The append-only history of coordination strategies run on a stored household, newest first — id, strategy, spec version, household version, record hash, when. Metadata only; get_de

Twelve FICTIONAL households, each built to exercise a different part of the planning engine — accumulation, a Roth conversion window, drawdown on a low-basis portfolio, spousal Soc

List the organization's stored households — id, label, advisorRef, version, status, when it was last computed — without the documents (get_household returns one in full). Defaults

List Worthune's Concordance-tested financial calculation models (an independent second implementation must agree with the engine, per the published spec). Returns model names and s

The Verified Narrative: client- or advisor-ready prose for a stored decision (decision_id) or an inline decision object. A model drafts the narrative FROM the decision; a determini

Apply a collection-level delta to a stored household without resending the whole document: set scalars (filingStatus, state), upsert entries by id (replace or append), remove entri

Run the deterministic multi-year projection on a stored household — income, RMDs, federal + covered state tax, expenses, amortization, cash flow, net worth per year — optionally wi

Full-document replace with optimistic concurrency: pass expectedVersion (from get_household) and a stale write loses cleanly with the current version instead of clobbering a concur

Run a Concordance-tested calculation model. Inputs must satisfy the contract from get_model_contract (all fields required, values inside their domains — out-of-domain requests are

Run the deterministic multi-year household projection on a document you pass in — income, RMDs, Roth conversions, federal and covered-state tax, expenses, amortization, the tax-gro

Verify claims about a model's outputs against the engine before presenting them to a user. Pass the model inputs plus one or more claims ({path, op, value}); each claim comes back