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Numeratica — financial planning calculations

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

Connector by numeratica.comOfficial · Domain verified by the MCP Registry

IndexedMITLocal (stdio)Remote (HTTP)
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Works with Claude Code, VS Code, Codex, Cursor, Windsurf, Claude Desktop. Read the repository before you give any tool access to your data.

npx agentmarket install connector/numeratica-com-mcp

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

Remote endpoint

  • https://api.numeratica.com/mcp Remote (HTTP)

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About

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

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Permissions

What this server can do and what it asks for, from its tool list and install config. Checked Oct 25, 2026.

Tools
6 read · 4 write · 0 delete · 66 not yet classified
Secrets
2 (API keys, tokens or passwords)
Install scripts
None found
Runs as
Node.js package

Tools by what they do 76

From the running server's own tool list (tools/list) on Oct 25, 2026.

Read 6 · Look things up without changing anything.

  • benefits_health_plan
  • education_aid_estimate
  • tax_estimate
  • tax_estimated_tax
  • tax_filing_status
  • tax_qcd_plan

Write 4 · Create, change, send or run things.

  • equity_comp_iso_schedule
  • mortgage_rent_vs_buy
  • tax_liquidation_schedule
  • tax_survivor_transition

Not yet classified 66 · We could not tell from the name and description.

  • annuity
  • benefits_dependent_care
  • capital_market_assumptions
  • cashflow_npv_irr
  • college_savings
  • contribution_limits
  • debt_payoff
  • debt_vs_invest
  • education_529_to_roth
  • education_student_loan
  • education_student_loan_refi
  • equity_comp_espp
Show 54 more tools
  • equity_comp_iso
  • equity_comp_iso_amt_capacity
  • equity_comp_nso
  • equity_comp_nua
  • equity_comp_rsu
  • equity_comp_section_83b
  • goal_funding
  • healthcare_aca_optimize
  • healthcare_costs
  • inflation_adjust
  • inherited_ira
  • insurance_disability_needs
  • insurance_life_needs
  • insurance_long_term_care
  • ira_eligibility
  • loan_amortization
  • longevity
  • medicare_irmaa
  • medicare_late_enrollment_penalty
  • mortgage_affordability
  • mortgage_points
  • mortgage_refinance
  • mortgage_term_comparison
  • pension_lump_sum_vs_annuity
  • portfolio_glidepath
  • portfolio_rebalance
  • retirement_accumulation_projection
  • retirement_backdoor_roth
  • retirement_hsa
  • retirement_monte_carlo
  • retirement_qlac
  • retirement_rmd
  • retirement_savings_target
  • retirement_self_employed
  • retirement_sepp
  • retirement_survivor_scenario
  • retirement_withdrawal_sequencing
  • retirement_withdrawal_strategy
  • roth_conversion
  • roth_vs_traditional
  • savings_waterfall
  • social_security
  • social_security_couple_claim
  • tax_asset_location
  • tax_bracket_room
  • tax_gain_harvesting
  • tax_marginal_map
  • tax_qsbs_exclusion
  • tax_s_corp_salary
  • tax_social_security_benefits
  • tax_state_income
  • tax_tlh_benefit
  • tax_w4_checkup
  • tvm

Secrets and settings it asks for

Secrets: values you paste in that let it act as you.

  • Authorization
  • NUMERATICA_API_KEY

Other settings (environment variables or headers).

  • NUMERATICA_BASE_URL
  • NUMERATICA_TIMEOUT_MS

Network hosts it talks to 1

  • api.numeratica.com · found in remote endpoint, install command

Tools (76)

As the server listed them on Oct 25, 2026. Descriptions are the server’s own words; hidden characters are shown as [U+…].

  • annuity

    Annuity. Numeratica POST /v1/annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • benefits_dependent_care

    Benefits dependent care. Numeratica POST /v1/benefits/dependent-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • benefits_health_plan

    Benefits health plan. Numeratica POST /v1/benefits/health-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • capital_market_assumptions

    Capital market assumptions. Numeratica POST /v1/capital-market-assumptions — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • cashflow_npv_irr

    Cashflow npv irr. Numeratica POST /v1/cashflow/npv-irr — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • college_savings

    College savings. Numeratica POST /v1/college-savings — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • contribution_limits

    Contribution limits. Numeratica POST /v1/contribution-limits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • debt_payoff

    Debt payoff. Numeratica POST /v1/debt-payoff — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • debt_vs_invest

    Debt vs invest. Numeratica POST /v1/debt-vs-invest — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • education_529_to_roth

    Education 529 to roth. Numeratica POST /v1/education/529-to-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • education_aid_estimate

    Education aid estimate. Numeratica POST /v1/education/aid-estimate — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • education_student_loan

    Education student loan. Numeratica POST /v1/education/student-loan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • education_student_loan_refi

    Education student loan refi. Numeratica POST /v1/education/student-loan-refi — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_espp

    Equity comp espp. Numeratica POST /v1/equity-comp/espp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_iso

    Equity comp iso. Numeratica POST /v1/equity-comp/iso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

Show 61 more tools
  • equity_comp_iso_amt_capacity

    Equity comp iso amt capacity. Numeratica POST /v1/equity-comp/iso-amt-capacity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_iso_schedule

    Equity comp iso schedule. Numeratica POST /v1/equity-comp/iso-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_nso

    Equity comp nso. Numeratica POST /v1/equity-comp/nso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_nua

    Equity comp nua. Numeratica POST /v1/equity-comp/nua — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_rsu

    Equity comp rsu. Numeratica POST /v1/equity-comp/rsu — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • equity_comp_section_83b

    Equity comp section 83b. Numeratica POST /v1/equity-comp/section-83b — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • goal_funding

    Goal funding. Numeratica POST /v1/goal-funding — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • healthcare_aca_optimize

    Healthcare aca optimize. Numeratica POST /v1/healthcare/aca-optimize — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • healthcare_costs

    Healthcare costs. Numeratica POST /v1/healthcare-costs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • inflation_adjust

    Inflation adjust. Numeratica POST /v1/inflation-adjust — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • inherited_ira

    Inherited ira. Numeratica POST /v1/inherited-ira — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • insurance_disability_needs

    Insurance disability needs. Numeratica POST /v1/insurance/disability-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • insurance_life_needs

    Insurance life needs. Numeratica POST /v1/insurance/life-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • insurance_long_term_care

    Insurance long term care. Numeratica POST /v1/insurance/long-term-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • ira_eligibility

    Ira eligibility. Numeratica POST /v1/ira-eligibility — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • loan_amortization

    Loan amortization. Numeratica POST /v1/loan/amortization — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • longevity

    Longevity. Numeratica POST /v1/longevity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • medicare_irmaa

    Medicare IRMAA: Part B and Part D income-related monthly adjustment by tier, plus headroom to the next tier. MAGI uses the 2-year lookback; filing_status is single/mfj/mfs.

  • medicare_late_enrollment_penalty

    Medicare late enrollment penalty. Numeratica POST /v1/medicare/late-enrollment-penalty — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • mortgage_affordability

    Mortgage affordability. Numeratica POST /v1/mortgage/affordability — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • mortgage_points

    Mortgage points. Numeratica POST /v1/mortgage/points — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • mortgage_refinance

    Mortgage refinance. Numeratica POST /v1/mortgage/refinance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • mortgage_rent_vs_buy

    Mortgage rent vs buy. Numeratica POST /v1/mortgage/rent-vs-buy — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • mortgage_term_comparison

    Mortgage term comparison. Numeratica POST /v1/mortgage/term-comparison — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • pension_lump_sum_vs_annuity

    Pension lump sum vs annuity. Numeratica POST /v1/pension/lump-sum-vs-annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • portfolio_glidepath

    Portfolio glidepath. Numeratica POST /v1/portfolio/glidepath — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • portfolio_rebalance

    Portfolio rebalance. Numeratica POST /v1/portfolio/rebalance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_accumulation_projection

    Retirement accumulation projection. Numeratica POST /v1/retirement/accumulation-projection — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_backdoor_roth

    Retirement backdoor roth. Numeratica POST /v1/retirement/backdoor-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_hsa

    Retirement hsa. Numeratica POST /v1/retirement/hsa — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_monte_carlo

    Monte Carlo retirement projection: probability of not running out of money over a horizon, with percentile balance bands. Deterministic given a seed (returned in the result).

  • retirement_qlac

    Retirement qlac. Numeratica POST /v1/retirement/qlac — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_rmd

    Required Minimum Distribution: prior-year-end balance divided by the IRS distribution period. Uniform Lifetime by default; Single Life (inherited/beneficiary) via table=single.

  • retirement_savings_target

    Retirement savings target. Numeratica POST /v1/retirement/savings-target — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_self_employed

    Retirement self employed. Numeratica POST /v1/retirement/self-employed — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_sepp

    Retirement sepp. Numeratica POST /v1/retirement/sepp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_survivor_scenario

    Retirement survivor scenario. Numeratica POST /v1/retirement/survivor-scenario — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_withdrawal_sequencing

    Retirement withdrawal sequencing. Numeratica POST /v1/retirement/withdrawal-sequencing — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • retirement_withdrawal_strategy

    Dynamic retirement spending strategies over Monte Carlo paths: fixed_real, fixed_pct, guardrails (Guyton-Klinger), vpw, floor_and_ceiling. Returns the spending path, success probability, and ending bands.

  • roth_conversion

    Multi-year Roth conversion ladder (bracket-fill, IRMAA-aware) vs. a no-conversion baseline, with a year-by-year schedule and after-tax comparison. Optional pay-tax-from-external-funds.

  • roth_vs_traditional

    Roth vs traditional. Numeratica POST /v1/roth-vs-traditional — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • savings_waterfall

    Savings waterfall. Numeratica POST /v1/savings-waterfall — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • social_security

    Social Security claiming analysis (ages 62-70): monthly/lifetime benefit, breakeven, optimal claim age. Optional earnings test, spousal/survivor/divorced household, and COLA.

  • social_security_couple_claim

    Social security couple claim. Numeratica POST /v1/social-security/couple-claim — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_asset_location

    Tax asset location. Numeratica POST /v1/tax/asset-location — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_bracket_room

    Tax bracket room. Numeratica POST /v1/tax/bracket-room — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_estimate

    Federal income tax estimate (2025/2026): ordinary brackets, standard/itemized deduction, LTCG stacking, NIIT, Additional Medicare; optional AMT (include_amt) and real per-state tax via the state field. filing_status is one of single/mfj/mfs/hoh.

  • tax_estimated_tax

    Tax estimated tax. Numeratica POST /v1/tax/estimated-tax — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_filing_status

    Tax filing status. Numeratica POST /v1/tax/filing-status — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_gain_harvesting

    Tax gain harvesting. Numeratica POST /v1/tax/gain-harvesting — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_liquidation_schedule

    Tax liquidation schedule. Numeratica POST /v1/tax/liquidation-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_marginal_map

    Tax marginal map. Numeratica POST /v1/tax/marginal-map — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_qcd_plan

    Tax qcd plan. Numeratica POST /v1/tax/qcd-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_qsbs_exclusion

    Tax qsbs exclusion. Numeratica POST /v1/tax/qsbs-exclusion — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_s_corp_salary

    Tax s corp salary. Numeratica POST /v1/tax/s-corp-salary — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_social_security_benefits

    Tax social security benefits. Numeratica POST /v1/tax/social-security-benefits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_state_income

    Tax state income. Numeratica POST /v1/tax/state-income — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_survivor_transition

    Tax survivor transition. Numeratica POST /v1/tax/survivor-transition — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_tlh_benefit

    Tax tlh benefit. Numeratica POST /v1/tax/tlh-benefit — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tax_w4_checkup

    Tax w4 checkup. Numeratica POST /v1/tax/w4-checkup — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

  • tvm

    Tvm. Numeratica POST /v1/tvm — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

Signals

Stars
0
Forks
0
Open issues
0
Weekly downloads
23
Last commit
Jul 28, 2026 (3 months ago)
Last release
Jul 28, 2026 (3 months ago)
Last package publish
Jul 28, 2026 (3 months ago)

From GitHub (fetched Oct 24, 2026) and the package registry.

Details

Registry name
com.numeratica/mcp
Version
0.1.5
Auth
Bearer token, API key
Packages
npm @numeratica/mcp
License
MIT
Repository
github.com/numeratica/mcp
Website
docs.numeratica.com
First seen
Oct 24, 2026
Last checked
Oct 24, 2026
Source
Official MCP Registrygithub-graphql
Cite this page

Numeratica — financial planning calculations MCP server. Agent Mart. https://agentmart.dev/connectors/numeratica-com-mcp (last updated 2026-10-24)