{"apiVersion":"v1","directorySlug":"arthapilot-mcp-c7fe4d23cb","title":"ArthaPilot","description":"Model asset location, tax-loss harvesting, and Roth conversions across every account in one household record, then backtest after tax. No account needed.","pageUrl":"https://www.mcpbundles.com/skills/arthapilot-mcp-c7fe4d23cb","connectPath":"importable","connectAction":"import_server","catalogListing":false,"bundleSlug":null,"listingKind":"remote_mcp","kind":"provider","transportUrl":"https://api.arthapilot.com/mcp","hostedMcpUrl":null,"toolCount":19,"toolInventoryStatus":"observed","refreshedAt":"2026-11-03T13:26:00.516172+00:00","registryName":"com.arthapilot/arthapilot-mcp-c7fe4d23cb","registryVersion":"2026.11.3","registryEligible":true,"tools":[{"name":"search_arthapilot_tools","description":"Find the ArthaPilot capability that matches a financial research or planning goal.","inputSchema":{"type":"object","properties":{"query":{"anyOf":[{"type":"string","maxLength":120},{"type":"null"}],"default":null},"access":{"enum":["all","anonymous","linked","pro"],"type":"string","default":"all"},"category":{"anyOf":[{"type":"string","maxLength":40},{"type":"null"}],"default":null}}},"title":"Search ArthaPilot tools","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"search_arthapilot_tools","displayName":"Search ArthaPilot tools"},{"name":"lookup_ticker_availability","description":"Check whether public ticker symbols have usable ArthaPilot price history.","inputSchema":{"type":"object","required":["tickers"],"properties":{"tickers":{"type":"array","items":{"type":"string"},"maxItems":10,"minItems":1},"price_mode":{"enum":["raw","total_return"],"type":"string","default":"total_return"}}},"title":"Look up ticker availability","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"lookup_ticker_availability","displayName":"Look up ticker availability"},{"name":"analyze_assets","description":"Compare up to three plain public tickers by return, drawdown, volatility, risk-adjusted return, beta, and value path.","inputSchema":{"type":"object","required":["tickers","start_date","end_date"],"properties":{"tickers":{"type":"array","items":{"type":"string"},"maxItems":3,"minItems":1},"end_date":{"type":"string"},"price_mode":{"enum":["raw","total_return"],"type":"string","default":"total_return"},"start_date":{"type":"string"},"risk_free_mode":{"enum":["tbill","fixed","none"],"type":"string","default":"none"},"starting_value":{"type":"number","default":10000,"maximum":10000000,"exclusiveMinimum":0},"fixed_annual_rate_pct":{"anyOf":[{"type":"number","maximum":100,"minimum":-50},{"type":"null"}],"default":null},"rolling_window_months":{"type":"integer","default":60,"maximum":240,"minimum":6}}},"title":"Analyze assets","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"analyze_assets","displayName":"Analyze assets"},{"name":"run_portfolio_backtest","description":"Compare up to three monthly-rebalanced static portfolios made from plain public tickers over an explicit historical date range.","inputSchema":{"type":"object","$defs":{"McpPortfolioInput":{"type":"object","required":["name","allocations"],"properties":{"name":{"type":"string","maxLength":80,"minLength":1},"allocations":{"type":"array","items":{"$ref":"#/$defs/McpAllocationInput"},"maxItems":25,"minItems":1}},"additionalProperties":false},"McpAllocationInput":{"type":"object","required":["ticker","weight_pct"],"properties":{"ticker":{"type":"string","pattern":"^[A-Za-z0-9^.\\-]{1,16}$","maxLength":16,"minLength":1},"weight_pct":{"type":"number","maximum":100,"exclusiveMinimum":0}},"additionalProperties":false}},"required":["start_date","end_date","portfolios"],"properties":{"end_date":{"type":"string"},"principal":{"type":"number","default":10000,"maximum":10000000,"exclusiveMinimum":0},"portfolios":{"type":"array","items":{"$ref":"#/$defs/McpPortfolioInput"},"maxItems":5,"minItems":1},"price_mode":{"enum":["raw","total_return"],"type":"string","default":"total_return"},"start_date":{"type":"string"}}},"title":"Run portfolio backtest","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"run_portfolio_backtest","displayName":"Run portfolio backtest"},{"name":"browse_public_strategies","description":"Browse the public strategy gallery without exposing private workspace data.","inputSchema":{"type":"object","properties":{"limit":{"type":"integer","default":10,"maximum":25,"minimum":1},"offset":{"type":"integer","default":0,"maximum":10000,"minimum":0},"search":{"anyOf":[{"type":"string","maxLength":200},{"type":"null"}],"default":null}}},"title":"Browse public strategies","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"browse_public_strategies","displayName":"Browse public strategies"},{"name":"get_account_capabilities","description":"Explain what anonymous, linked Free, and linked Pro access permits for the current caller.","inputSchema":{"type":"object","properties":{}},"title":"Get account capabilities","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_account_capabilities","displayName":"Get account capabilities"},{"name":"list_saved_runs","description":"List your saved analyses with brief summaries.","inputSchema":{"type":"object","properties":{"limit":{"type":"integer","default":20,"maximum":50,"minimum":1},"tools":{"anyOf":[{"type":"array","items":{"type":"string"},"maxItems":20},{"type":"null"}],"default":null},"cursor":{"anyOf":[{"type":"string","maxLength":512},{"type":"null"}],"default":null},"search":{"anyOf":[{"type":"string","maxLength":200},{"type":"null"}],"default":null}}},"title":"List saved analyses","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"list_saved_runs","displayName":"List saved analyses"},{"name":"get_saved_run","description":"Open a saved analysis with the inputs and version details needed to reproduce it.","inputSchema":{"type":"object","required":["run_id"],"properties":{"run_id":{"type":"string"},"include_payload":{"type":"boolean","default":false}}},"title":"Get saved analysis","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_saved_run","displayName":"Get saved analysis"},{"name":"list_households","description":"List the saved households in your account.","inputSchema":{"type":"object","properties":{"limit":{"type":"integer","default":10,"maximum":50,"minimum":1},"cursor":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"include_definitions":{"type":"boolean","default":false}}},"title":"List households","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"list_households","displayName":"List households"},{"name":"get_household_review","description":"Review a saved household's accounts, holdings, and tax context.","inputSchema":{"type":"object","required":["object_id"],"properties":{"object_id":{"type":"string"}}},"title":"Review household","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_household_review","displayName":"Review household"},{"name":"get_household_tax_opportunities","description":"Inspect modeled tax opportunities for a saved household. Available on Free.","inputSchema":{"type":"object","required":["household_object_id"],"properties":{"household_object_id":{"type":"string"}}},"title":"Get household tax opportunities","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_household_tax_opportunities","displayName":"Get household tax opportunities"},{"name":"list_monitor_subscriptions","description":"List the linked account's monitor subscriptions and settings.","inputSchema":{"type":"object","properties":{}},"title":"List monitor subscriptions","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"list_monitor_subscriptions","displayName":"List monitor subscriptions"},{"name":"run_roth_conversion_plan","description":"Compare Roth conversion schedules for a saved household under stated tax and planning assumptions. Requires Pro.","inputSchema":{"type":"object","$defs":{"SpendingPlan":{"type":"object","required":["annual_amount"],"properties":{"strategy":{"anyOf":[{"oneOf":[{"$ref":"#/$defs/PrimaryStrategyFixedReal"},{"$ref":"#/$defs/PrimaryStrategyPercentOfPortfolio"},{"$ref":"#/$defs/PrimaryStrategyGuytonKlinger"},{"$ref":"#/$defs/PrimaryStrategyVpw"},{"$ref":"#/$defs/PrimaryStrategyCapeBased"},{"$ref":"#/$defs/PrimaryStrategyRmdBased"},{"$ref":"#/$defs/PrimaryStrategyBlanchettSmile"},{"$ref":"#/$defs/PrimaryStrategyAbw"},{"$ref":"#/$defs/PrimaryStrategyTpaw"}],"discriminator":{"mapping":{"abw":"#/$defs/PrimaryStrategyAbw","vpw":"#/$defs/PrimaryStrategyVpw","tpaw":"#/$defs/PrimaryStrategyTpaw","rmd_based":"#/$defs/PrimaryStrategyRmdBased","cape_based":"#/$defs/PrimaryStrategyCapeBased","fixed_real":"#/$defs/PrimaryStrategyFixedReal","guyton_klinger":"#/$defs/PrimaryStrategyGuytonKlinger","blanchett_smile":"#/$defs/PrimaryStrategyBlanchettSmile","percent_of_portfolio":"#/$defs/PrimaryStrategyPercentOfPortfolio"},"propertyName":"strategy"}},{"type":"null"}],"default":null},"annual_amount":{"type":"number","maximum":1000000000.0,"minimum":0}},"additionalProperties":false},"AbwConfigSchema":{"type":"object","required":["expected_real_return"],"properties":{"floor_real":{"anyOf":[{"type":"number","maximum":1000000000.0,"minimum":0.0},{"type":"null"}],"default":null},"ceiling_real":{"anyOf":[{"type":"number","maximum":1000000000.0,"minimum":0.0},{"type":"null"}],"default":null},"min_remaining_years":{"type":"integer","default":5,"maximum":60,"minimum":1},"expected_real_return":{"type":"number","maximum":0.2,"minimum":-0.2}}},"VpwConfigSchema":{"type":"object","properties":{"total_years":{"type":"integer","default":30,"maximum":60,"minimum":1},"equity_allocation":{"type":"number","default":0.6,"maximum":1.0,"minimum":0.0}}},"OneTimeIncomeRow":{"type":"object","required":["row_id","year_offset","amount","component"],"properties":{"name":{"type":"string","default":"","maxLength":128},"amount":{"type":"number","maximum":1000000000.0,"minimum":-1000000000.0},"row_id":{"type":"string","maxLength":64,"minLength":1},"component":{"enum":["wages","self_employment","pension","social_security","qualified_dividends","ordinary_dividends","short_term_gains","long_term_gains","tax_exempt_interest","annuity_taxable","annuity_tax_free","rental","excluded_foreign_earned_income","other_ordinary"],"type":"string"},"year_offset":{"type":"integer","maximum":120,"minimum":0},"owner_member_id":{"anyOf":[{"type":"string","maxLength":64},{"type":"null"}],"default":null}},"additionalProperties":false},"TpawConfigSchema":{"type":"object","required":["expected_real_return_risky","expected_real_return_safe","equity_share"],"properties":{"equity_share":{"type":"number","maximum":1.0,"minimum":0.0},"bequest_target_real":{"type":"number","default":0.0,"maximum":1000000000000.0,"minimum":0.0},"min_remaining_years":{"type":"integer","default":5,"maximum":60,"minimum":1},"expected_real_return_safe":{"type":"number","maximum":0.05,"minimum":-0.05},"expected_real_return_risky":{"type":"number","maximum":0.15,"minimum":-0.05}}},"PrimaryStrategyAbw":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/AbwConfigSchema"},"strategy":{"type":"string","const":"abw"}}},"PrimaryStrategyVpw":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/VpwConfigSchema"},"strategy":{"type":"string","const":"vpw"}}},"PrimaryStrategyTpaw":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/TpawConfigSchema"},"strategy":{"type":"string","const":"tpaw"}}},"RmdBasedConfigSchema":{"type":"object","properties":{"start_age":{"type":"integer","default":65,"maximum":100,"minimum":50}}},"CapeBasedConfigSchema":{"type":"object","required":["cape_value"],"properties":{"cape_value":{"type":"number","maximum":60.0,"minimum":8.0},"floor_rate":{"type":"number","default":0.02,"maximum":0.2,"minimum":0.0},"multiplier":{"type":"number","default":0.5,"maximum":2.0,"minimum":0.05},"ceiling_rate":{"type":"number","default":0.08,"maximum":0.3,"minimum":0.01}}},"RecurringIncomeStream":{"type":"object","required":["stream_id","start_age","annual_amount","component"],"properties":{"name":{"type":"string","default":"","maxLength":128},"end_age":{"anyOf":[{"type":"integer","maximum":120,"minimum":0},{"type":"null"}],"default":null},"cola_pct":{"type":"number","default":0.0,"maximum":0.2,"minimum":-0.1},"component":{"enum":["wages","self_employment","pension","social_security","qualified_dividends","ordinary_dividends","short_term_gains","long_term_gains","tax_exempt_interest","annuity_taxable","annuity_tax_free","rental","excluded_foreign_earned_income","other_ordinary"],"type":"string"},"start_age":{"type":"integer","maximum":120,"minimum":0},"stream_id":{"type":"string","maxLength":64,"minLength":1},"annual_amount":{"type":"number","maximum":1000000000.0,"minimum":0},"owner_member_id":{"anyOf":[{"type":"string","maxLength":64},{"type":"null"}],"default":null}},"additionalProperties":false},"RothConversionRequest":{"type":"object","required":["planning_start_age","planning_end_age","household_object_id","household_version_id"],"properties":{"spending":{"$ref":"#/$defs/SpendingPlan"},"clock_policy":{"enum":["hard_block","warn_only"],"type":"string","default":"hard_block"},"prevent_niit":{"type":"boolean","default":false},"qcd_schedule":{"type":"object","additionalProperties":{"type":"object","additionalProperties":{"type":"number"}}},"safety_buffer":{"type":"integer","default":500,"maximum":10000,"minimum":0},"income_streams":{"type":"array","items":{"$ref":"#/$defs/RecurringIncomeStream"}},"inflation_rate":{"type":"number","default":0.025,"maximum":0.2,"minimum":-0.1},"irmaa_max_tier":{"anyOf":[{"type":"integer","maximum":5,"minimum":0},{"type":"null"}],"default":null},"owner_priority":{"anyOf":[{"type":"array","items":{"type":"string"}},{"type":"null"}],"default":null},"one_time_income":{"type":"array","items":{"$ref":"#/$defs/OneTimeIncomeRow"}},"survivor_ss_pct":{"type":"number","default":1.0,"maximum":1.0,"minimum":0.0},"planning_end_age":{"type":"integer","maximum":120,"minimum":1},"initial_roth_basis":{"type":"array","items":{"$ref":"#/$defs/RothConversionLayerSchema"}},"planning_start_age":{"type":"integer","maximum":120,"minimum":0},"household_object_id":{"type":"string","format":"uuid"},"asset_return_nominal":{"type":"number","default":0.07,"maximum":0.5,"minimum":-0.5},"household_version_id":{"type":"string","format":"uuid"},"target_marginal_rate":{"anyOf":[{"type":"number","maximum":0.5,"exclusiveMinimum":0.0},{"type":"null"}],"default":null},"federal_schedule_year":{"type":"integer","default":2026,"maximum":2026,"minimum":2023},"initial_roth_earnings":{"type":"object","additionalProperties":{"type":"number"}},"preserve_ltcg_zero_pct":{"type":"boolean","default":false},"initial_first_roth_year":{"type":"object","additionalProperties":{"type":"integer"}},"qcd_split_interest_schedule":{"type":"object","additionalProperties":{"type":"object","additionalProperties":{"type":"number"}}},"qcd_eligibility_confirmed_by_year":{"type":"object","additionalProperties":{"type":"array","items":{"type":"string"}}},"qualifying_surviving_spouse_years":{"type":"integer","default":0,"maximum":2,"minimum":0},"qcd_split_interest_election_used_before_plan_start_by_owner":{"type":"array","items":{"type":"string"}}},"additionalProperties":false},"PrimaryStrategyRmdBased":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/RmdBasedConfigSchema"},"strategy":{"type":"string","const":"rmd_based"}}},"PrimaryStrategyCapeBased":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/CapeBasedConfigSchema"},"strategy":{"type":"string","const":"cape_based"}}},"PrimaryStrategyFixedReal":{"type":"object","required":["strategy"],"properties":{"strategy":{"type":"string","const":"fixed_real"}}},"GuytonKlingerConfigSchema":{"type":"object","properties":{"floor_rate":{"type":"number","default":0.0,"maximum":0.2,"minimum":0.0},"initial_rate":{"type":"number","default":0.05,"maximum":0.3,"minimum":0.005},"inflation_rule_cap":{"type":"number","default":0.06,"maximum":0.5,"minimum":0.0},"prosperity_threshold":{"type":"number","default":0.8,"maximum":1.0,"minimum":0.1},"inflation_rule_enabled":{"type":"boolean","default":false},"inflation_rule_magnitude":{"type":"number","default":0.1,"maximum":0.5,"minimum":0.0},"withdrawal_rule_magnitude":{"type":"number","default":0.1,"maximum":0.5,"minimum":0.0},"capital_preservation_threshold":{"type":"number","default":1.2,"maximum":3.0,"minimum":1.0}}},"RothConversionLayerSchema":{"type":"object","required":["year","owner_member_id","layer_type","amount"],"properties":{"year":{"type":"integer","maximum":2200,"minimum":1900},"amount":{"type":"number","minimum":0},"layer_type":{"enum":["contribution","taxable_conversion","nontaxable_conversion"],"type":"string"},"owner_member_id":{"type":"string","maxLength":64,"minLength":1}}},"BlanchettSmileConfigSchema":{"type":"object","properties":{"go_go_end_age":{"type":"integer","default":75,"maximum":100,"minimum":50},"no_go_start_age":{"type":"integer","default":85,"maximum":110,"minimum":60},"go_go_multiplier":{"type":"number","default":1.1,"maximum":2.0,"minimum":0.5},"no_go_multiplier":{"type":"number","default":0.85,"maximum":2.0,"minimum":0.3},"slow_go_multiplier":{"type":"number","default":1.0,"maximum":2.0,"minimum":0.5}}},"PrimaryStrategyGuytonKlinger":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/GuytonKlingerConfigSchema"},"strategy":{"type":"string","const":"guyton_klinger"}}},"PrimaryStrategyBlanchettSmile":{"type":"object","required":["config","strategy"],"properties":{"config":{"$ref":"#/$defs/BlanchettSmileConfigSchema"},"strategy":{"type":"string","const":"blanchett_smile"}}},"PrimaryStrategyPercentOfPortfolio":{"type":"object","required":["strategy","annual_rate"],"properties":{"strategy":{"type":"string","const":"percent_of_portfolio"},"annual_rate":{"type":"number","maximum":0.2,"minimum":0.001}}}},"required":["payload"],"properties":{"payload":{"$ref":"#/$defs/RothConversionRequest"}}},"title":"Run Roth conversion plan","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"run_roth_conversion_plan","displayName":"Run Roth conversion plan"},{"name":"run_sale_tax_plan","description":"Run the Pro Sale Tax Planner to price a proposed sale without recommending a transaction.","inputSchema":{"type":"object","$defs":{"WorkspaceObjectRef":{"type":"object","required":["object_id","version_id"],"properties":{"object_id":{"type":"string"},"version_id":{"type":"string"}},"additionalProperties":false},"RealizationPlannerRequest":{"type":"object","required":["household_ref","holdings_ref","ticker","target_kind","target_amount"],"properties":{"ticker":{"type":"string","maxLength":32,"minLength":1},"target_kind":{"enum":["proceeds","gain"],"type":"string"},"holdings_ref":{"$ref":"#/$defs/WorkspaceObjectRef"},"household_ref":{"$ref":"#/$defs/WorkspaceObjectRef"},"target_amount":{"type":"number","maximum":1000000000000.0,"exclusiveMinimum":0.0}},"additionalProperties":false}},"required":["payload"],"properties":{"payload":{"$ref":"#/$defs/RealizationPlannerRequest"}}},"title":"Price a proposed sale","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"run_sale_tax_plan","displayName":"Price a proposed sale"},{"name":"save_analysis_result","description":"Save a completed public analysis to your private workspace. Preview the result, then use its short-lived server handle, confirmation token, and idempotency key.","inputSchema":{"type":"object","required":["result_handle","name"],"properties":{"name":{"type":"string","maxLength":200,"minLength":1},"result_handle":{"type":"string","maxLength":128,"minLength":40},"idempotency_key":{"anyOf":[{"type":"string","maxLength":128,"minLength":8},{"type":"null"}],"default":null},"confirmation_token":{"anyOf":[{"type":"string","maxLength":2048},{"type":"null"}],"default":null}}},"title":"Save analysis result","logicalName":"save_analysis_result","displayName":"Save analysis result","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"update_saved_run","description":"Update only the name or description of your saved analysis. Keep its inputs, result, version details, workspace references, and visibility. Preview the change, then use its latest updated_at value, a short-lived confirmation token, and an idempotency key.","inputSchema":{"type":"object","$defs":{"McpSavedRunPatch":{"type":"object","properties":{"name":{"anyOf":[{"type":"string","maxLength":200,"minLength":1},{"type":"null"}],"default":null}},"additionalProperties":false}},"required":["run_id","expected_updated_at","payload"],"properties":{"run_id":{"type":"string"},"payload":{"$ref":"#/$defs/McpSavedRunPatch"},"idempotency_key":{"anyOf":[{"type":"string","maxLength":128,"minLength":8},{"type":"null"}],"default":null},"confirmation_token":{"anyOf":[{"type":"string","maxLength":2048},{"type":"null"}],"default":null},"expected_updated_at":{"type":"string"}}},"title":"Update saved analysis","logicalName":"update_saved_run","displayName":"Update saved analysis","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"delete_saved_run","description":"Preview the permanent deletion of one saved analysis and its dependent planning comparisons. Show the number of dependent runs and workspace items before deleting. Require a short-lived confirmation token and an idempotency key.","inputSchema":{"type":"object","required":["run_id"],"properties":{"run_id":{"type":"string"},"idempotency_key":{"anyOf":[{"type":"string","maxLength":128,"minLength":8},{"type":"null"}],"default":null},"confirmation_token":{"anyOf":[{"type":"string","maxLength":2048},{"type":"null"}],"default":null}}},"title":"Delete saved analysis","logicalName":"delete_saved_run","displayName":"Delete saved analysis","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"manage_monitor","description":"Create or delete a monitor, or change its delivery settings. Preview the change, then use the monitor_id from list_monitor_subscriptions and a short-lived confirmation token. The operation is idempotent. Allocation-drift and strategy-signal monitors are available on Free. Settings, tax, and household monitors require Pro.","inputSchema":{"type":"object","$defs":{"MonitorCreateAction":{"type":"object","required":["action","monitor"],"properties":{"action":{"type":"string","const":"create"},"monitor":{"$ref":"#/$defs/MonitorCreateRequest"}},"additionalProperties":false},"MonitorDeleteAction":{"type":"object","required":["action","monitor"],"properties":{"action":{"type":"string","const":"delete"},"monitor":{"$ref":"#/$defs/MonitorDeleteTarget"}},"additionalProperties":false},"MonitorDeleteTarget":{"type":"object","required":["kind","monitor_id"],"properties":{"kind":{"anyOf":[{"enum":["holdings_snapshot_stale","wash_sale_window","planner_cliff"],"type":"string"},{"enum":["strategy_signal","allocation_drift","tax_loss_opportunity","gallery_strategy_regime"],"type":"string"}]},"monitor_id":{"type":"string"}},"additionalProperties":false},"MonitorCreateRequest":{"type":"object","required":["kind"],"properties":{"kind":{"anyOf":[{"enum":["holdings_snapshot_stale","wash_sale_window","planner_cliff"],"type":"string"},{"enum":["strategy_signal","allocation_drift","tax_loss_opportunity","gallery_strategy_regime"],"type":"string"}]},"band_mode":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"threshold":{"anyOf":[{"type":"object","additionalProperties":true},{"type":"null"}],"default":null},"watch_mode":{"anyOf":[{"enum":["any_change","to_defensive","specific_regime"],"type":"string"},{"type":"null"}],"default":null},"target_regime":{"anyOf":[{"type":"string","maxLength":200},{"type":"null"}],"default":null},"version_number":{"anyOf":[{"type":"integer"},{"type":"null"}],"default":null},"band_absolute_pct":{"anyOf":[{"type":"number"},{"type":"null"}],"default":null},"band_relative_pct":{"anyOf":[{"type":"number"},{"type":"null"}],"default":null},"household_object_id":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"workspace_object_id":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"gallery_strategy_slug":{"anyOf":[{"type":"string","maxLength":128,"minLength":1},{"type":"null"}],"default":null},"min_harvestable_delta_pct":{"anyOf":[{"type":"number"},{"type":"null"}],"default":null},"notify_on_wash_sale_clear":{"anyOf":[{"type":"boolean"},{"type":"null"}],"default":null},"holdings_snapshot_object_id":{"anyOf":[{"type":"string"},{"type":"null"}],"default":null},"min_harvestable_delta_dollars":{"anyOf":[{"type":"number"},{"type":"null"}],"default":null}},"additionalProperties":false},"MonitorSettingsUpdate":{"type":"object","properties":{"cadence":{"enum":["per_event","digest"],"type":"string","default":"per_event"},"thresholds":{"type":"object","additionalProperties":true}},"additionalProperties":false},"MonitorUpdateSettingsAction":{"type":"object","required":["action","monitor"],"properties":{"action":{"type":"string","const":"update_settings"},"monitor":{"$ref":"#/$defs/MonitorUpdateSettingsTarget"}},"additionalProperties":false},"MonitorUpdateSettingsTarget":{"type":"object","required":["kind","monitor_id","settings"],"properties":{"kind":{"anyOf":[{"enum":["holdings_snapshot_stale","wash_sale_window","planner_cliff"],"type":"string"},{"enum":["strategy_signal","allocation_drift","tax_loss_opportunity","gallery_strategy_regime"],"type":"string"}]},"settings":{"$ref":"#/$defs/MonitorSettingsUpdate"},"monitor_id":{"type":"string"}},"additionalProperties":false}},"required":["operation"],"properties":{"operation":{"oneOf":[{"$ref":"#/$defs/MonitorCreateAction"},{"$ref":"#/$defs/MonitorUpdateSettingsAction"},{"$ref":"#/$defs/MonitorDeleteAction"}],"discriminator":{"mapping":{"create":"#/$defs/MonitorCreateAction","delete":"#/$defs/MonitorDeleteAction","update_settings":"#/$defs/MonitorUpdateSettingsAction"},"propertyName":"action"}},"idempotency_key":{"anyOf":[{"type":"string","maxLength":128,"minLength":8},{"type":"null"}],"default":null},"confirmation_token":{"anyOf":[{"type":"string","maxLength":2048},{"type":"null"}],"default":null}}},"title":"Manage monitor","logicalName":"manage_monitor","displayName":"Manage monitor","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"update_tax_opportunity_workflow","description":"Record preferences, review status, or actions for a tax opportunity in your household. Preview the change and use a short-lived confirmation token. Repeat requests are idempotent.","inputSchema":{"type":"object","$defs":{"TaxRecordAction":{"type":"object","required":["action","payload"],"properties":{"action":{"type":"string","const":"record_action"},"payload":{"$ref":"#/$defs/TaxOpportunityActionRequest"}},"additionalProperties":false},"TaxPreferencesAction":{"type":"object","required":["action","payload"],"properties":{"action":{"type":"string","const":"preferences"},"payload":{"$ref":"#/$defs/TaxOpportunityPreferences"}},"additionalProperties":false},"TaxBulkReviewedAction":{"type":"object","required":["action","payload"],"properties":{"action":{"type":"string","const":"bulk_reviewed"},"payload":{"$ref":"#/$defs/TaxOpportunityBulkReviewedRequest"}},"additionalProperties":false},"TaxOpportunityPreferences":{"type":"object","required":["concentration_account_pct","concentration_household_pct","fallback_tlh_threshold_pct","fallback_tlh_min_amount","stale_price_days","stale_snapshot_days"],"properties":{"stale_price_days":{"type":"integer","maximum":3650,"minimum":0},"stale_snapshot_days":{"type":"integer","maximum":3650,"exclusiveMinimum":0},"fallback_tlh_min_amount":{"type":"number","maximum":1000000000.0,"minimum":0.0},"concentration_account_pct":{"type":"number","maximum":1.0,"exclusiveMinimum":0.0},"fallback_tlh_threshold_pct":{"type":"number","maximum":100.0,"minimum":0.0},"concentration_household_pct":{"type":"number","maximum":1.0,"exclusiveMinimum":0.0}},"additionalProperties":false},"TaxOpportunityActionRequest":{"type":"object","required":["opportunity_id","section","action_type"],"properties":{"section":{"enum":["loss","gain","embedded","blocker"],"type":"string"},"action_type":{"enum":["watch","dismiss","snooze","clear_status","mark_reviewed","clear_reviewed"],"type":"string"},"snooze_until":{"anyOf":[{"type":"string","format":"date"},{"type":"null"}],"default":null},"opportunity_id":{"type":"string","maxLength":200,"minLength":1}},"additionalProperties":false},"TaxOpportunityActionReference":{"type":"object","required":["opportunity_id","section"],"properties":{"section":{"enum":["loss","gain","embedded","blocker"],"type":"string"},"opportunity_id":{"type":"string","maxLength":200,"minLength":1}},"additionalProperties":false},"TaxOpportunityBulkReviewedRequest":{"type":"object","required":["opportunities"],"properties":{"opportunities":{"type":"array","items":{"$ref":"#/$defs/TaxOpportunityActionReference"},"maxItems":500,"minItems":1}},"additionalProperties":false}},"required":["household_object_id","operation"],"properties":{"operation":{"oneOf":[{"$ref":"#/$defs/TaxPreferencesAction"},{"$ref":"#/$defs/TaxRecordAction"},{"$ref":"#/$defs/TaxBulkReviewedAction"}],"discriminator":{"mapping":{"preferences":"#/$defs/TaxPreferencesAction","bulk_reviewed":"#/$defs/TaxBulkReviewedAction","record_action":"#/$defs/TaxRecordAction"},"propertyName":"action"}},"idempotency_key":{"anyOf":[{"type":"string","maxLength":128,"minLength":8},{"type":"null"}],"default":null},"confirmation_token":{"anyOf":[{"type":"string","maxLength":2048},{"type":"null"}],"default":null},"household_object_id":{"type":"string"}}},"title":"Update tax-opportunity workflow","logicalName":"update_tax_opportunity_workflow","displayName":"Update tax-opportunity workflow","annotations":{"untrustedContentHint":true,"readOnlyHint":true}}],"toolSource":"directory_preview","agentAction":"both","installLinks":[{"id":"cursor","label":"Cursor","href":"cursor://anysphere.cursor-deeplink/mcp/install?name=ArthaPilot&config=eyJ1cmwiOiAiaHR0cHM6Ly9hcGkuYXJ0aGFwaWxvdC5jb20vbWNwIn0%3D"},{"id":"vscode","label":"VS Code","href":"vscode:mcp/install?%7B%22name%22%3A%22ArthaPilot%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapi.arthapilot.com%2Fmcp%22%7D"},{"id":"vscode-insiders","label":"VS Code Insiders","href":"vscode-insiders:mcp/install?%7B%22name%22%3A%22ArthaPilot%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fapi.arthapilot.com%2Fmcp%22%7D"},{"id":"claude-web","label":"Claude.ai","href":"https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=ArthaPilot&connectorUrl=https%3A%2F%2Fapi.arthapilot.com%2Fmcp"},{"id":"codex","label":"Codex","copyText":"codex mcp add \"ArthaPilot\" --url \"https://api.arthapilot.com/mcp\""},{"id":"chatgpt","label":"ChatGPT","href":"https://www.mcpbundles.com/docs/integrations/chatgpt"}],"catalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/arthapilot-mcp-c7fe4d23cb","callUrl":"https://www.mcpbundles.com/api/directory/v1/servers/arthapilot-mcp-c7fe4d23cb/tools/{tool}","mcpServerUrl":"https://api.arthapilot.com/mcp","liveCatalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/arthapilot-mcp-c7fe4d23cb?live=1"}