Numeratica — financial planning calculations for Claude.ai
com.numeratica/mcp
Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS
client:Claude.ai
transport:streamable-http
runtime:npm
tools:76
Install Numeratica — financial planning calculations in Claude.ai
Settings → Connectors → Add custom connector
https://api.numeratica.com/mcpClaude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs
What Claude.ai can do once it is connected
- annuity
- benefits_dependent_care
- benefits_health_plan
- capital_market_assumptions
- cashflow_npv_irr
- college_savings
- contribution_limits
- debt_payoff
- debt_vs_invest
- education_529_to_roth
- education_aid_estimate
- education_student_loan
- education_student_loan_refi
- equity_comp_espp
- equity_comp_iso
- equity_comp_iso_amt_capacity
- equity_comp_iso_schedule
- equity_comp_nso
- equity_comp_nua
- equity_comp_rsu
- equity_comp_section_83b
- goal_funding
- healthcare_aca_optimize
- healthcare_costs