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goals

Goals MCP provides tooling for the six goal flows (/save, /home, /invest, /insurance, /tax, /retire): goals.overview: boolean flags per goal + tokenized deep-link paths goals.detail: full user_data slices per goal (optionally limited to selected fields) Prompts for “save-only onboarding” JSON payload generation (client LLM parses) How it fits with Orchestrator + Wealth Orchestrator routes to Goals when the user wants goal progress or goal-form payloads. Wealth/Goals can recommend switching to Nags only when reminder scheduling is requested. MCP server URL

Source-provided description, not an independently verified capability claim.

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Vendor ownership, pricing, documentation, and execution are not verified for this discovery record. Appearing in the official MCP registry does not mean this server is vendor-owned or tested.

Relevance and review status.

Awaiting triage. Method: not yet classified.

Task signals: scheduling.

Setup and documentation.

No verified installation steps or callable endpoint are supplied by this discovery record. Follow the original repository or directory entry to inspect current setup instructions, permissions, and authentication.

Source receipts.

Discovery ID: 2e8d87ffd55370c0c938. Snapshot: 2026-10-17. Read this record as JSON · Full discovery dataset.

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