Wealth.com
Generally AvailableAfter OAuth2 authorization an agent can look up clients, pull estate snapshots and risk analyses, generate executive summaries and tax lookback reports, and read extracted document data.
- Estate Planning
- Document Intelligence
- Wealth Management
- Authentication
- OAuth 2.0
- Hosting
- Vendor-hosted endpoint
- Required scopes
- 4
How it works
Every agent request passes through Ferentin policy before it reaches Wealth.com.
- AI agentAsks for something
- Ferentin policies
- OAuth 2.0 consent
- Permission aware access
- Audit logging
- Wealth.com MCP serverAuthorized connection
- Governed resultMasked, logged, returned
What you can do with Wealth.com
- Find client
- Get clients
- Get estate risks
- Get estate snapshot
- Get executive summary
- Get extraction result
- Get lookback report
- List documents
- Upload extract document
Permissions requested
The OAuth 2.0 scopes Wealth.com asks you to approve when you connect.
| Scope | Access |
|---|---|
| openid | Not rated |
| profile | Not rated |
| Not rated | |
| offline_access | Not rated |
Before you connect
- An active Wealth.com account with financial-advisor access is required.
- Dynamic Client Registration is open at https://identity.wealth.com/oidc/register (Auth0, verified 2026-09-20), so credential inheritance is ALLOW_INHERIT.
- The protected-resource document is at the host root (https://mcp.wealth.com/.well-known/oauth-protected-resource); the RFC 9728 path-insertion form returns 404.
- One tool (upload_extract_document) accepts uploads and runs extraction — it is the only non-read path on this server. Gate it if the tenant's policy forbids sending documents to a third party.
2 more technical notes
- Estate documents (wills, trusts, tax returns) are among the most sensitive artifacts on this platform. Set DLP and retention policy for this server deliberately rather than inheriting a default.
- Developer documentation: https://developer.wealth.com/mcp
About Wealth.com
Wealth.com is an estate-planning platform for financial advisors, combining document drafting with extraction and analysis of existing estate documents.
Frequently asked about Wealth.com
- What can AI agents do with Wealth.com through Ferentin?
- Through Ferentin, agents can use Wealth.com for find client, get clients, get estate risks, get estate snapshot, get executive summary, get extraction result, get lookback report, list documents and upload extract document. Every call is checked against your Ferentin policies first.
- How is Wealth.com access secured?
- Requests through the Wealth.com integration are covered by OAuth 2.0 consent, permission aware access and audit logging. These controls are applied by Ferentin, not by Wealth.com, so they hold across every connected agent.
- What permissions does the Wealth.com integration require?
- The Wealth.com integration requests 4 OAuth 2.0 scopes: openid; profile; email; offline_access
- How do I connect Wealth.com to Ferentin?
- Open the Ferentin admin console, add Wealth.com as a new connection and authenticate with OAuth 2.0. You then choose which permissions and which tools your agents may use, and the connection goes live for everyone covered by your policies.
- Is the Wealth.com integration generally available?
- Yes. The Wealth.com integration is generally available on Ferentin, including the free tier.
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