Numeratica — financial planning calculations MCP Tools
Numeratica — financial planning calculations exposes 76 tools. Each one has its own page with the configuration for every client that can run this server.
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annuityannuity
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benefits_dependent_carebenefits dependent care
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benefits_health_planbenefits health plan
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capital_market_assumptionscapital market assumptions
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cashflow_npv_irrcashflow npv irr
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college_savingscollege savings
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contribution_limitscontribution limits
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debt_payoffdebt payoff
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debt_vs_investdebt vs invest
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education_529_to_rotheducation 529 to roth
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education_aid_estimateeducation aid estimate
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education_student_loaneducation student loan
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education_student_loan_refieducation student loan refi
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equity_comp_esppequity comp espp
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equity_comp_isoequity comp iso
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equity_comp_iso_amt_capacityequity comp iso amt capacity
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equity_comp_iso_scheduleequity comp iso schedule
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equity_comp_nsoequity comp nso
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equity_comp_nuaequity comp nua
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equity_comp_rsuequity comp rsu
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equity_comp_section_83bequity comp section 83b
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goal_fundinggoal funding
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healthcare_aca_optimizehealthcare aca optimize
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healthcare_costshealthcare costs
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inflation_adjustinflation adjust
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inherited_irainherited ira
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insurance_disability_needsinsurance disability needs
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insurance_life_needsinsurance life needs
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insurance_long_term_careinsurance long term care
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ira_eligibilityira eligibility
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loan_amortizationloan amortization
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longevitylongevity
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medicare_irmaamedicare irmaa
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medicare_late_enrollment_penaltymedicare late enrollment penalty
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mortgage_affordabilitymortgage affordability
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mortgage_pointsmortgage points
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mortgage_refinancemortgage refinance
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mortgage_rent_vs_buymortgage rent vs buy
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mortgage_term_comparisonmortgage term comparison
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pension_lump_sum_vs_annuitypension lump sum vs annuity
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portfolio_glidepathportfolio glidepath
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portfolio_rebalanceportfolio rebalance
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retirement_accumulation_projectionretirement accumulation projection
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retirement_backdoor_rothretirement backdoor roth
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retirement_hsaretirement hsa
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retirement_monte_carloretirement monte carlo
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retirement_qlacretirement qlac
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retirement_rmdretirement rmd
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retirement_savings_targetretirement savings target
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retirement_self_employedretirement self employed
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retirement_seppretirement sepp
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retirement_survivor_scenarioretirement survivor scenario
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retirement_withdrawal_sequencingretirement withdrawal sequencing
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retirement_withdrawal_strategyretirement withdrawal strategy
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roth_conversionroth conversion
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roth_vs_traditionalroth vs traditional
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savings_waterfallsavings waterfall
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social_securitysocial security
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social_security_couple_claimsocial security couple claim
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tax_asset_locationtax asset location
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tax_bracket_roomtax bracket room
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tax_estimatetax estimate
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tax_estimated_taxtax estimated tax
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tax_filing_statustax filing status
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tax_gain_harvestingtax gain harvesting
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tax_liquidation_scheduletax liquidation schedule
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tax_marginal_maptax marginal map
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tax_qcd_plantax qcd plan
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tax_qsbs_exclusiontax qsbs exclusion
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tax_s_corp_salarytax s corp salary
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tax_social_security_benefitstax social security benefits
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tax_state_incometax state income
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tax_survivor_transitiontax survivor transition
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tax_tlh_benefittax tlh benefit
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tax_w4_checkuptax w4 checkup
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tvmtvm
This list was read from the server itself, by connecting to it and calling tools/list on 24 September 2026. It is what
the server actually exposes, not what its listing claims.
Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. The registry stores tool names only; connect the server for its live schemas.