Claude.ai Numeratica — financial planning calculations roth_conversion
How to: Claude.ai Numeratica — financial planning calculations roth_conversion
Add Numeratica — financial planning calculations to Claude.ai
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01
Open Settings → Connectors → Add custom connector and merge this in. Keep any servers already there.
https://api.numeratica.com/mcp-
02
Save the file and restart Claude.ai.
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03
Ask for something roth_conversion does. Claude.ai lists the server's tools on connect and calls roth_conversion itself — you do not invoke it by name.
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04
If nothing happens, check the server is running and that Numeratica — financial planning calculations's identifier in your config matches the one above exactly.
Claude 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
Set these first
Numeratica — financial planning calculations will not start until these are set, so roth_conversion never becomes available.
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NUMERATICA_API_KEY -
NUMERATICA_BASE_URL -
NUMERATICA_TIMEOUT_MS
Same tool, other clients
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.