Numeratica — financial planning calculations

Overview

Numeratica — financial planning calculations is a Model Context Protocol (MCP) server: Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS. In practice that means any MCP-compatible AI assistant can call Numeratica — financial planning calculations's tools directly — the model decides when to use them in a conversation or agent run.

You can run Numeratica — financial planning calculations two ways: connect to the hosted endpoint at https://api.numeratica.com/mcp with no local install, or run it on your own machine via the npm package @numeratica/mcp. Configuration happens through environment variables — you'll need NUMERATICA_API_KEY. The current release is v0.1.5, published under the MIT license, with source at numeratica/mcp on GitHub.

Numeratica — financial planning calculations is listed under Finance on mcp.site and works with any MCP client — Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed and the rest of the ecosystem — using the install snippets below. If you maintain Numeratica — financial planning calculations for numeratica.com, claim this listing to verify ownership, earn the Verified badge, and keep the details current.

Installation

Settings → Connectors → Add custom connector
Name: Numeratica — financial planning calculations
URL:  https://api.numeratica.com/mcp

Requires NUMERATICA_API_KEY