Tool reference

Your WealthAtlas account is connected, but it isn't enabled for Claude access yet — that's why no research tools are available. Access is enabled per team: ask your WealthAtlas team admin, or contact the WealthAtlas team at team@wealthatlas.com to get set up. Once enabled, reconnect this connector and the full toolset will appear.

## Your WealthAtlas access
Enabled: prospect research (lookup, profiles, giving, contact info, search, lists, networks); team info; live research of new people; exports.

## Jordan Ellis
- Email: jordan@example.org
- Team: Acme Philanthropy Advisors
- Plan: Enterprise
- Role on team: ADMIN

## MCP identity
- Subject: `auth0|000000000000000000000000`
- Client: `https://claude.ai/oauth/mcp-oauth-client-metadata`
- Permissions: `atlas:read`, `team:read`, `team:write`, `imports:run`, `exports:run`
- Token expires: 2026-08-15 03:45 UTC (epoch 1786669516)

For CIMD clients (Claude), the client is the client's metadata URL.

Status: still researching (62% done, Analyzing wealth signals). Check again in ~30 seconds with `job_id: job_a81f42c7`.

Status: research complete.

## [Jane Doe](https://app.wealthatlas.com/donor/da_5w8y2e6r)
Portland, OR · age 54
…full basic profile…

Status: research finished but no confident profile emerged. The person may have little public presence — try lookup_person again with any additional details you have.

## Board service — 5 organizations
- Art Institute of Chicago — Trustee (2015–2025)
- Field Museum — Director (2012–2023)
- Northwestern University — Trustee (2018–2024)

Rows are grouped by organization — ten years on one board is one line, not ten.

Nothing revealed in the requested channels yet — a reveal just started (it counts against the user's monthly allowance if this person is new this month). It takes about a minute: call get_contact_info again with `reveal_job_id: job_8k2m4p` to collect the results. NEVER call again without the reveal_job_id — that would start and charge a second reveal.

Contact info is reveal-based on WealthAtlas: the first request starts an asynchronous reveal scoped to the include flags, and the model polls with the returned reveal_job_id.

## Contact information
- Personal email: r.smith@vistapoint.com (verified)
- Mobile phone: (312) 555-0148 (verified)

Polling with the reveal_job_id returns everything the reveal found — a person already revealed this month returns their pieces instantly at no extra cost.

The user is out of contact reveals for this month — the monthly allowance resets on the first. Tell the user; nothing was revealed.

## Charitable giving — Robert Smith
**Art Institute of Chicago** — $5M–$8M across 9 gifts
  - 2025 — $1M–$2.5M (donates_to)
  - 2023 — $500K–$1M (donates_to)
  - 2021 — $2.5M (donates_to)
**Northwestern University** — $4M–$6M across 7 gifts
  - 2024 — $500K–$1M (donates_to)
  - 2022 — amount undisclosed (gala_honoree)
…
*Page 1 of 2 (19 organizations total).*

Grouped per organization: the deduplicated total first, then each gift's year and amount.

## [Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)
Chicago, IL · age 67 · spouse: Margaret Smith

Founder and chairman of Vista Point Capital…

**Wealth:** net worth $9B–$14B (est. $11B); liquidity $1B–$2B
**Giving:** predicted annual giving $4.2M; 48 public gifts across 19 organizations totalling $22M–$31M; largest gift $2.5M; average gift $550K
**Political:** 112 donations, avg $8.4K
**Family foundations:** Smith Family Foundation
**Interests:** arts_culture, higher_education, health
**Current boards:** Art Institute of Chicago, Field Museum
**Current role:** Chairman at Vista Point Capital
**Education:** Harvard Business School, MBA, 1985

---
*More detail: get_person_profile — this summary; get_giving_history — all 73 charitable gifts, itemized; get_political_giving — all 112 political donations; get_board_memberships — all 22 board records; get_wealth_details — 12 researched assets, income, real estate; get_contact_info — emails and phones (reveal-based; uses the monthly reveal allowance).*
*Profile last updated: 2026-08-02*

The one-screen summary: every itemized section appears as a count + pointer to its drill-down tool.

## Political giving — 112 donations, $940K total
- 2026-03-14 — $50K → Growth PAC (REP), IL
- 2025-11-02 — $6.6K → Friends of J. Alvarez (DEM), IL
…
*Page 1 of 3 (112 rows total).*

## Wealth — Robert Smith
**Net worth:** $9B–$14B (est. $11B)
Primary driver is his ~35% stake in Vista Point Capital…

**Researched assets (12):**
- [private_equity] Vista Point Capital stake — $7B–$10B — Retains control post-2019 recap
- [real_estate] Lake Forest estate — $22M–$30M
- [public_equity] MDW holdings — $400M–$600M

**Income records (4):**
- [fund_carry] Vista Point Fund VII carry — $80M–$120M

**Real estate:** 4 properties on record

## [Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)
Chicago, IL · age 67 · spouse: Margaret Smith

Founder and chairman of Vista Point Capital…

**Wealth:** net worth $9B–$14B (est. $11B); liquidity $1B–$2B
**Giving:** predicted annual giving $4.2M; 48 public gifts across 19 organizations totalling $22M–$31M; largest gift $2.5M; average gift $550K
**Political:** 112 donations, avg $8.4K
**Family foundations:** Smith Family Foundation
**Interests:** arts_culture, higher_education, health
**Current boards:** Art Institute of Chicago, Field Museum
**Current role:** Chairman at Vista Point Capital
**Education:** Harvard Business School, MBA, 1985

---
*More detail: get_person_profile — this summary; get_giving_history — all 73 charitable gifts, itemized; get_political_giving — all 112 political donations; get_board_memberships — all 22 board records; get_wealth_details — 12 researched assets, income, real estate; get_contact_info — emails and phones (reveal-based; uses the monthly reveal allowance).*
*Profile last updated: 2026-08-02*

Exactly one person matched the details — the basic profile comes back immediately.

Found 3 possible matches — pick one or refine:
- **[Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)** — Chicago, IL — age 67 — spouse: Margaret Smith — Chairman at Vista Point Capital
- **[Robert A. Smith](https://app.wealthatlas.com/donor/da_2b8n4q1z)** — Evanston, IL — age 81 — Retired orthodontist
- **[Rob Smith](https://app.wealthatlas.com/donor/da_9c5r7t3v)** — Chicago, IL — age 44 — spouse: Dana Smith — Partner at Baker & Daniels LLP

Call get_person_profile with the chosen person's ID (the ID at the end of their profile link). If none of these are the person, call lookup_person again with more distinguishing details, or with force_enrich=true…

Slim rows on purpose — enough to tell people apart (name, location, age, spouse, current role); each carries the profile-link ID to pass to get_person_profile.

WealthAtlas is researching Jane Doe live — building their profile from public records and the open web. This typically takes 1–2 minutes. Tell the user research is underway, then poll check_lookup with `job_id: job_a81f42c7` (wait ~30s between checks). (3/100 daily live lookups used.)

Nobody matched (or force_enrich=true) — live research starts in the background, gated by the per-user daily cap.

No matching person found, and your daily live-research limit (100) is used up — it resets at midnight UTC. Try again with more distinguishing details, or tomorrow.

# WealthAtlas search schema

`search_people`'s `schema` parameter is the dict described here. Read this once per conversation, then build searches directly.

## Top level (every key optional)

`target_person_description`, `scope_list_ids`, `network_ids` with `only_in_network` / `only_connections`, `sort_fields`, …

## target_person_description

- `age`: `{"type":"age","value":<number range>}`
- `residence`: `{"type":"residence","location":<place>,"tense":"current"|"ever"}`
- combinators: `{"type":"or","children":[…]}` …

Returns markdown documentation (truncated here): every filter, its exact shape, and the exact strings each enum accepts. Call once per conversation before the first search.

**1,847 people match** (page 1, 10 shown):
- **[Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)** — Chicago, IL — PE founder — net worth $9B–$14B — giving capacity $50M
- **[Maria Delgado](https://app.wealthatlas.com/donor/da_4h6j8l0p)** — Chicago, IL — Hospital system trustee — net worth $40M–$80M
…

[Open this search in WealthAtlas](https://app.wealthatlas.com/search/1?schema=eyJ0YXJnZXRf…) — include this link in your reply; it's the fastest way for the user to explore further.

Compact rows by design — get_person_profile is the drill-down. page_size tiers: up to 25 full rows, 26-99 name+ID, 100-500 IDs only.

## Acme Philanthropy Advisors (`team_8f2c41`)
Plan: Enterprise · Exports remaining: 4,120/5,000 · Imports remaining: 880/1,000

**Members:**
- ADMIN: Jordan Ellis
- MEMBER: Dana Cho, Luis Ortega

Added 5 people to [the list](https://app.wealthatlas.com/lists/lst_2024gala/1).

Created list **[Gala Trend Prospects](https://app.wealthatlas.com/lists/lst_9k2m4x7q/1)** `list_id: lst_9k2m4x7q` with 5 people.

[Open the list in WealthAtlas](https://app.wealthatlas.com/lists/lst_9k2m4x7q/1) — include this link in your reply; it's the fastest way for the user to explore further.

Fails with a clear error if the name is already taken.

Deleted list `lst_9k2m4x7q`.

## [List: 2024 Gala Attendees](https://app.wealthatlas.com/lists/lst_2024gala/1)
`list_id: lst_2024gala`
**312 people match** (page 1, 20 shown):
- **[Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)** — Chicago, IL — …
…

[Open this list in WealthAtlas](https://app.wealthatlas.com/lists/lst_2024gala/1) — include this link in your reply; it's the fastest way for the user to explore further.

Members come back a page (20) at a time.

## Donor lists (2)
- **[2024 Gala Attendees](https://app.wealthatlas.com/lists/lst_2024gala/1)** `list_id: lst_2024gala` — 312 people — created by Dana Cho
- **[Major Prospects Q3](https://app.wealthatlas.com/lists/lst_majorpros/1)** `list_id: lst_majorpros` — 58 people — created by Jordan Ellis

Removed 2 people from [the list](https://app.wealthatlas.com/lists/lst_2024gala/1).

Renamed [the list](https://app.wealthatlas.com/lists/lst_9k2m4x7q/1) to **Gala Prospects 2026**.

Adding 3 people to [the network](https://app.wealthatlas.com/network/net_5t7y9u1i).

Adding 40 people to [the network](https://app.wealthatlas.com/network/net_5t7y9u1i) (processing in the background — connections appear over the next minutes).

Background jobs: `job_c92d51e8`, `job_d03e62f9`

Above ~5 people the backend chunks the add into background jobs; connection discovery lands over the following minutes.

Created network **[Gala Connections](https://app.wealthatlas.com/network/net_5t7y9u1i)** `network_id: net_5t7y9u1i`.

[Open the network in WealthAtlas](https://app.wealthatlas.com/network/net_5t7y9u1i) — include this link in your reply; it's the fastest way for the user to explore further.

Deleted network `net_5t7y9u1i`.

## Network `network_id: net_boardmap`
**74 people match** (page 1, 20 shown):
- **[Robert Smith](https://app.wealthatlas.com/donor/da_7f3k2m9x)** — Chicago, IL — …

[Open this network in WealthAtlas](https://app.wealthatlas.com/network/net_boardmap) — include this link in your reply; it's the fastest way for the user to explore further.

## Networks (1)
- **[Museum Board Map](https://app.wealthatlas.com/network/net_boardmap)** `network_id: net_boardmap` — 74 people

Removed 3 people from [the network](https://app.wealthatlas.com/network/net_5t7y9u1i).

This export needs 44 export credits and would succeed.

Default columns: Title, First, Middle, Last, Suffix, Mailing Address, City, State, Zipcode, Bio, Net Worth (Min), Net Worth (Max)

Opt-in columns (request by name): WealthAtlas URL, Sex, Age, Religion, Interests, Political Giving Capacity, Total Political Giving, Nonprofit Largest Gift, Nonprofit Average Gift, Nonprofit Years Active, Predicted Annual Giving, Most Recent School, All Schools, Most Recent Employer, All Employers, Nonprofit Boards, Research Links, Notes, Private Foundations, Spouse, Parents, Children

Columns uploaded with this list (opt-in): Relationship Manager, Ask Amount

check_only=true — nothing is charged. Omitting fields exports the default columns. WealthAtlas exports never include contact info; use get_contact_info per person instead.

Status: ready — [download it here](https://exports.wealthatlas.com/…(presigned)) (link valid 7 days). `export_id: exp_3f5g7h9j`

Status: still processing — check again shortly with `export_id: exp_3f5g7h9j`.

Status: ready — [download it here](https://exports.wealthatlas.com/…(presigned)) (link valid 7 days).