Getting data out
Your systems are notified the moment a household is computed, updated, archived or decided, and once a week of every plan that has gone stale. On demand you can read the client picture, the decision history and the household itself, through the API, the SDKs, or an AI assistant over MCP. Nothing you put in is locked in.
Last reviewed . For the exact calls behind each step, see the developer docs.
Notifications
You register a web address to receive them and Worthune sends a signed message for each event, so your receiver can check that the message is genuine. If your receiver is down, delivery is retried and an address that keeps failing is switched off rather than retried forever; you can rotate the signing secret without missing a message.
The client picture
One call returns the household as a person would want to see it: the balance sheet by account type and owner, this year's income and spending, whether the last projection is current against the engine, the newest decisions, and a data-quality report that names what is missing and what supplying it would unlock. It is what the portal shows and what an advisor's dashboard is built from.
History and evidence
Every projection and every decision keeps a record of exactly what was computed, with which version of the engine, from which inputs. The record can be re-checked at any time, by you or by someone auditing you, without trusting anyone's word for it.
Screens
The console shows your usage and your households. The white-label kit gives you client and advisor screens under your own brand, and embeds that render a real household on your own site.
Questions
Common questions
- Can we export everything and leave?
- Yes. Every household, projection and decision is readable through the API and the SDKs, and an organization that leaves has its data purged on request.
- Can an AI assistant read our households?
- Only with your key. Over MCP an assistant sees the same records your application does, computes with the same engine, and checks its own claims before it answers.
Something not covered here? Write to support@worthune.com.