We already have code for using playwright to automated login to get the token for the API
There is no documented API, it needs to be explored via UI and then captured the network activity.
We already have built an SDK locally but have only coverage for requests for getting the financial data for a client, but nothing regarding manipulating the data or running various simulations.
Explore the UI by creating an account at
What parts of the UI does the first version of the MCP server need?
Profile
Networth
Goals
Income
Savings
Expenses
Family
Retirement
Analysis (and all the action item features-
Analysis -> Confidence
Stress Test
Cash Flows
Estate
Checklist
Please authenticate to join the conversation.
Planned
Feature Request
11 months ago

niebloomj
Get notified by email when there are changes.
Planned
Feature Request
11 months ago

niebloomj
Get notified by email when there are changes.