Numeratica — financial planning calculations

connects

api.numeratica.com

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

https://api.numeratica.com/mcpWebsiteNo authMCP 2025-11-25v1.0.0last checked 24 Aug 2026spoke MCP on 3 of 3 checks (30 days)initialize in 235 ms

How to authenticate

Checked against the endpoint by our probe on 24 Aug 2026. These are the capabilities the server advertises, not a prediction about any particular client.

Scheme	No auth
Protected-resource metadata	✕Not found Without it a client has to guess where the authorization server lives.
Anonymous access	Handshake succeeds; 76 tools listable

What the probe found

No CORS headers for browser-based clients

A cross-origin preflight came back without Access-Control-Allow-Origin, so the endpoint is reachable from native clients only — code running in a web page is stopped by the browser before a request is ever sent.

Tools

annuitybenefits_dependent_carebenefits_health_plancapital_market_assumptionscashflow_npv_irrcollege_savingscontribution_limitsdebt_payoffdebt_vs_investeducation_529_to_rotheducation_aid_estimateeducation_student_loaneducation_student_loan_refiequity_comp_esppequity_comp_isoequity_comp_iso_amt_capacityequity_comp_iso_scheduleequity_comp_nsoequity_comp_nuaequity_comp_rsuequity_comp_section_83bgoal_fundinghealthcare_aca_optimizehealthcare_costsinflation_adjustinherited_irainsurance_disability_needsinsurance_life_needsinsurance_long_term_careira_eligibilityloan_amortizationlongevitymedicare_irmaamedicare_late_enrollment_penaltymortgage_affordabilitymortgage_pointsmortgage_refinancemortgage_rent_vs_buymortgage_term_comparisonpension_lump_sum_vs_annuityportfolio_glidepathportfolio_rebalanceretirement_accumulation_projectionretirement_backdoor_rothretirement_hsaretirement_monte_carloretirement_qlacretirement_rmdretirement_savings_targetretirement_self_employedretirement_seppretirement_survivor_scenarioretirement_withdrawal_sequencingretirement_withdrawal_strategyroth_conversionroth_vs_traditionalsavings_waterfallsocial_securitysocial_security_couple_claimtax_asset_locationtax_bracket_roomtax_estimatetax_estimated_taxtax_filing_statustax_gain_harvestingtax_liquidation_scheduletax_marginal_maptax_qcd_plantax_qsbs_exclusiontax_s_corp_salarytax_social_security_benefitstax_state_incometax_survivor_transitiontax_tlh_benefittax_w4_checkuptvm

Contract history

24 Aug 2026v1.0.0first recorded contract

Get alerted when this contract changes

Depend on this server? Leave an email and get a message when a probe records a change — a tool removed, an argument newly required, an enum narrowed. Alerts are being built; signing up is what tells us to hurry.

Prefer a feed reader? This page's contract changes are also an Atom feed.

Status badge

Status for a README, from the last probe — cached an hour, so up to seven hours behind the endpoint. Links back to this page.

[![MCP status](https://mcpi.app/servers/numeratica-financial-planning-calculations/badge.svg)](https://mcpi.app/servers/numeratica-financial-planning-calculations)