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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 `https://www.getzoro.com/api/mcp/goals`

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○ Schema Quality ○ Protocol — Reliability ○ Docs & Maintenance ○ Security Hygiene — Schema Interpretability
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Schema Quality
25% weight
Protocol Compliance
20% weight
Reliability
20% weight
Docs & Maintenance
15% weight
Security Hygiene
20% weight
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