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Numeratica — financial planning calculations

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by numeratica · JavaScript

Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS

com.numeratica/mcp — Deterministic US financial planning (MCP) server

This MCP server provides deterministic tools for US financial planning workflows. The server focuses on retirement Monte Carlo modeling and common tax-related scenarios, including Roth conversions, required minimum distributions (RMD), tax calculations, IRMAA, and Social Security (SS).

🛠️ Key Features

  • Deterministic US financial planning
  • Retirement Monte Carlo
  • Roth conversion
  • RMD (required minimum distributions)
  • Tax calculations
  • IRMAA (income-related monthly adjustment amount)
  • Social Security (SS)

🚀 Use Cases

  • Retirement planning with Monte Carlo projections
  • Planning Roth conversions
  • RMD planning for retirement accounts
  • Estimating tax impacts and IRMAA effects
  • Evaluating Social Security outcomes

⚡ Developer Benefits

  • Structured access to retirement and tax planning functions
  • Deterministic behavior suitable for repeatable planning scenarios

⚠️ Limitations

  • Limited scope based on the provided tool descriptions (Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS).

Topics

agentfinancellm-toolsmcpmodel-context-protocolretirementtaxnumeratica
Numeratica — financial planning calculations - agentage MCP Catalog