wealthpulse
WealthPulse: Personal finance intelligence API. 12 endpoints grounded in live FRED rate data — financial health, retirement, debt, credit cards, mortgage, Social Security, tax optimization, Roth vs Traditional, em Coverage: Global Endpoints: • snapshot ($0.15): Financial health snapshot • retire ...
This record as markdown: /tools/com-theaslangroupllc-pulse-pulsenetwork/wealthpulse.md
What wealthpulse does on Pulsenetwork
AI agents use wealthpulse to commit financial operations through Pulsenetwork, usually the final step of a payment, billing, or trading workflow. A call moves real money.
| Parameter | Type | Required | Description |
|---|---|---|---|
age | string | — | age |
bank | string | — | Bank name or FDIC certificate (CERT) number |
card | string | — | Card slug (sapphire-reserve, platinum, venture-x, ...) |
debt | string | — | Total non-mortgage debt in USD |
down | string | — | Down payment in USD |
firm | string | — | Optional firm name; used alongside name for action=vet |
goal | string | — | For action=strategy: the savings goal for this child |
lang | string | — | lang |
name | string | — | Required for action=vet (advisor name) |
type | string | — | credit_card | medical | personal | auto | student |
debts | string | — | name:balance:rate format, comma-separated (e.g. credit-card:8500:24,car-loan:12000:6.5) |
extra | string | — | Extra monthly payment available in USD (optional) |
Parameters from the server's own tool schema.
Why wealthpulse is rated Critical
Tool provides financial advice and planning across multiple high-stakes financial domains with per-query payments.
From the tool's definition personal finance intelligence, retirement, debt, mortgage, credit cards, tax optimization
Risk signalsHigh parameter count (62 properties)
Attacks that exploit this kind of access
The rule that runs wealthpulse safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Pulsenetwork, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For wealthpulse, this is the rule to start with:
Any call to wealthpulse is blocked until a human approves it. The rest of the server keeps working.
The button opens the PolicyLayer dashboard: create your workspace, connect Pulsenetwork, apply this rule, and every wealthpulse call is checked against it from then on.
Questions about wealthpulse
WealthPulse: Personal finance intelligence API. 12 endpoints grounded in live FRED rate data — financial health, retirement, debt, credit cards, mortgage, Social Security, tax optimization, Roth vs Traditional, em Coverage: Global Endpoints: • snapshot ($0.15): Financial health snapshot • retire ($0.15): Retirement readiness projection • debt ($0.10): Avalanche vs snowball debt payoff strategy • cards ($0.10): Best credit card for your spending profile • mortgage ($0.10): How much house can I afford • debt-negotiate ($0.15): Can I settle this debt for less • advisor ($0.10): Financial advisor finder, comparison, and background check • ssa ($0.15): Social Security claiming strategy • tax ($0.15): Year-end tax optimization • roth ($0.10): Roth vs Traditional IRA/401k decision • emergency ($0.10): Emergency fund sizing • inheritance ($0.10): Inherited IRA and estate rules • trump-account ($0.15): Trump Account (IRC §530A) eligibility, strategy, and rules • bank-health ($0.25): Is my bank safe? FDIC Call Report bank-health check • bank-check ($0.02): FDIC bank-health check — deterministic Call Report primitive • unclaimed ($0.50): Find unclaimed money owed to you • card-benefit ($0.05): Credit-Card Benefit Coverage Check • card-benefit-pack ($2.00): Card-Benefit Claim Pack • card-benefit-preview ($0.25): Card-Benefit Coverage PREVIEW. It is categorised as a Financial tool in the Pulsenetwork MCP Server, which means it involves financial transactions. Block by default and require explicit approval.
wealthpulse accepts 12 parameters: age, bank, card, debt, down, firm, goal, lang, name, type, debts, extra. The full parameter table on this page comes from the server's own tool schema.
Register the Pulsenetwork MCP server in PolicyLayer and add a rule for wealthpulse: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Pulsenetwork. Nothing to install.
wealthpulse is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.
Yes. Add a rate_limit block to the wealthpulse rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.
Set action: deny in the PolicyLayer policy for wealthpulse. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.
wealthpulse is provided by the Pulsenetwork MCP server (https://pulse.theaslangroupllc.com/api/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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