Wealify Kpi

13 tools. 0 can modify or destroy data without limits.

Read-only server. Low risk, but rate limits prevent runaway API costs.

Last updated:

0 can modify or destroy data
13 read-only
13 tools total

Community server · catalogue entry verified 02/07/2026

How to control Wealify Kpi ↓

What Wealify Kpi exposes to your agents

Read (13) Write / Execute (0) Destructive / Financial (0)

What can go wrong

Even read-only tools carry cost. An agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up bills.

How to control Wealify Kpi

PolicyLayer is an MCP gateway — it sits between your AI agents and Wealify Kpi, and nothing reaches the server without passing your rules. These are the rules we recommend:

Cap read operations
{
  "kpi_alerts": {
    "limits": [
      {
        "counter": "kpi_alerts_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Wealify Kpi — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON WEALIFY KPI →

Instant setup, no code required.

All 13 Wealify Kpi tools

READ 13 tools
Read kpi_alerts Derived alert signals for a quarter: squad below revenue floor, bonus pool hitting the 15% GP cap, sync stalen Read kpi_chapter Chapter aggregate + per-member metric breakdown. chapter = SALES | PRODUCT | GROWTH | ENGINEER. Read kpi_chapter_monthly Số liệu chapter theo TỪNG THÁNG. Dùng khi cần xem Read kpi_docs_list List all available document files in the mcp/docs/ directory. Returns filenames so agents know what reference Read kpi_health Health/identity probe — confirms the read token works and the dashboard is reachable. Read kpi_member_kpi Full KPI breakdown for a member (engine1 commission, engine2 squad-bonus, clawback, total payout) for a quarte Read kpi_members Active roster: members + Leads (id, name, email, role, chapter, squad) — so you know WHO to message and can it Read kpi_overview Company-wide overview for a quarter: per-squad performance, sales leaderboard, chapter averages, engine-3 stat Read kpi_rubric_doc Full rubric document (markdown) for a chapter — contains scoring criteria, thresholds, behavioral descriptions Read kpi_rubrics Rubric thresholds & criteria for a chapter in a quarter. Returns metric keys, fail/standard/excellent threshol Read kpi_scoring_coverage Active members who still lack data to be scored this month (so a Lead can be reminded before lock). Read kpi_scoring_period Scoring-period state (OPEN | LOCKED) for a month. Use before nudging Leads or reading Read kpi_sla_status Tiến độ chấm điểm của Lead theo tháng: Lead nào đã chấm xong cho team, ai đang quá hạn. Dùng để nhắc Lead trướ

Questions about Wealify Kpi

Is the Wealify Kpi MCP server safe to use without restrictions? +

The Wealify Kpi server is primarily read-only with 13 read tools. While it cannot modify data, an agent in a retry loop can make thousands of API calls per minute, exhausting rate limits and running up costs. Rate limiting is still recommended.

How many tools does the Wealify Kpi MCP server expose? +

13 tools across 1 categories: Read. 13 are read-only. 0 can modify, create, or delete data.

How do I enforce a policy on Wealify Kpi? +

Register the Wealify Kpi MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Wealify Kpi tool call.

Deterministic rules across all 13 Wealify Kpi tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

13 Wealify Kpi tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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