How do I use finance-calc-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. In the chat, type @ followed by the MCP server name and your instructions, e.g., "@finance-calc-mcp what's the monthly payment for a $200k mortgage at 6% for 30 years?" That's it! The server will respond to your query, and you can continue using it as needed. Here is a step-by-step guide with screenshots.

finance-calc-mcp

by FellowTraveler

Overview Schema Related Servers Score Discussions

Python

Local

finance-calc-mcp

Business, financial, and tax calculator — MCP server + CLI.

Single command install. No cloning required.

Install

# Run directly (no install needed)
uvx finance-calc-mcp calc "185000 * 0.21"

# Or install permanently
uv tool install finance-calc-mcp
# or: pip install finance-calc-mcp

Related MCP server: calculator_mcp

Use as an MCP Server

Prerequisites

Install uv if you don't have it:

curl -LsSf https://astral.sh/uv/install.sh | sh

Restart your terminal after installing, then confirm uvx works:

uvx --version

Claude Desktop

Edit your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json
Windows: %APPDATA%\Claude\claude_desktop_config.json

macOS:

{
  "mcpServers": {
    "finance-calculator": {
      "command": "/bin/bash",
      "args": ["-lc", "uvx finance-calc-mcp"]
    }
  }
}

Claude Desktop on macOS is a GUI app that doesn't inherit your shell PATH. The /bin/bash -lc wrapper runs a login shell so uvx is found regardless of where uv was installed.

Windows:

{
  "mcpServers": {
    "finance-calculator": {
      "command": "uvx",
      "args": ["finance-calc-mcp"]
    }
  }
}

Restart Claude Desktop. The finance tools will appear automatically.

Claude Code (terminal)

claude mcp add finance-calculator -- uvx finance-calc-mcp

Other MCP Clients

Any MCP-compatible client can launch the server:

uvx finance-calc-mcp

With no arguments, it starts in MCP server mode (stdio transport).

MCP Tools

When connected as an MCP server, Claude gets these tools:

`calculate`

Evaluate a financial/business math expression. Supports +, -, *, /, **, %, parentheses, and functions: round(), abs(), max(), min(), sum(), sqrt(), log(), floor(), ceil(), pow().

Parameter	Type	Required	Description
`expression`	string	yes	Math expression to evaluate

`gross_margin`

Calculate gross margin, gross profit, and markup from revenue and COGS.

Parameter	Type	Required	Description
`revenue`	number	yes	Total revenue
`cogs`	number	yes	Cost of goods sold

`us_income_tax_estimate`

Estimate 2024 US federal income tax for individuals, with bracket-by-bracket detail.

Parameter	Type	Required	Description
`taxable_income`	number	yes	Taxable income in USD
`filing_status`	string	yes	`single`, `married_jointly`, `married_separately`, or `head_of_household`

`self_employment_tax`

Calculate self-employment (SE) tax and deductible half for Schedule SE. Covers Social Security, Medicare, and the additional Medicare surtax above $200k.

Parameter	Type	Required	Description
`net_self_employment_income`	number	yes	Net profit from self-employment

`depreciation`

Calculate a depreciation schedule (straight-line or double-declining balance).

Parameter	Type	Required	Description
`asset_cost`	number	yes	Asset purchase price
`useful_life`	number	yes	Useful life in years
`salvage_value`	number	no	Salvage/residual value (default 0)
`method`	string	no	`straight_line` (default) or `double_declining`

`payroll_summary`

Estimate employer payroll costs and employee net pay for a given gross salary. Covers FICA (Social Security + Medicare), FUTA, and SUTA.

Parameter	Type	Required	Description
`gross_annual_salary`	number	yes	Annual gross salary
`state_suta_rate`	number	no	State unemployment rate % (default 2.7)

`loan_amortization`

Generate a loan amortization summary: monthly payment, total interest paid, and optionally a full month-by-month schedule.

Parameter	Type	Required	Description
`principal`	number	yes	Loan principal
`annual_rate_pct`	number	yes	Annual interest rate as percent (e.g. 6.5)
`term_years`	number	yes	Loan term in years
`show_schedule`	boolean	no	Return full amortization table (default false)

`percent_change`

Calculate percent change between two values.

Parameter	Type	Required	Description
`old_value`	number	yes	Starting/original value
`new_value`	number	yes	Ending/new value

`break_even`

Calculate break-even units and revenue given fixed costs, price per unit, and variable cost per unit.

Parameter	Type	Required	Description
`fixed_costs`	number	yes	Total fixed costs
`price_per_unit`	number	yes	Selling price per unit
`variable_cost_per_unit`	number	yes	Variable cost per unit

`currency_format`

Format a number as a USD currency string.

Parameter	Type	Required	Description
`amount`	number	yes	Amount to format
`decimals`	integer	no	Decimal places (default 2)

CLI Usage

Every MCP tool is also available as a CLI command.

# Evaluate any expression
finance-calc-mcp calc "185000 * 0.21"
finance-calc-mcp calc "(850000 - 612000) / 850000 * 100"

# Gross margin
finance-calc-mcp margin 850000 612000

# 2024 US federal income tax estimate
finance-calc-mcp tax 185000 single
finance-calc-mcp tax 320000 married_jointly

# Self-employment tax
finance-calc-mcp se-tax 95000

# Loan amortization (add --schedule for full table)
finance-calc-mcp amortize 400000 6.5 30
finance-calc-mcp amortize 400000 6.5 30 --schedule

# Payroll (optional: state SUTA rate %)
finance-calc-mcp payroll 95000
finance-calc-mcp payroll 95000 3.4

# Depreciation (straight-line default, or double_declining)
finance-calc-mcp depreciation 50000 5
finance-calc-mcp depreciation 50000 5 5000 --method double_declining

# Break-even analysis
finance-calc-mcp break-even 120000 49.99 18.50

# Percent change
finance-calc-mcp pct-change 1200000 1485000

# Format as currency
finance-calc-mcp format 1234567.89

Example Output

$ finance-calc-mcp tax 185000 single

2024 Federal Income Tax Estimate (single)
Taxable Income:   $185,000.00
Federal Tax:      $37,442.50
Effective Rate:   20.24%

Bracket Detail:
  10%  $0.00 – $11,600.00:  $11,600.00 taxed → $1,160.00
  12%  $11,600.00 – $47,150.00:  $35,550.00 taxed → $4,266.00
  22%  $47,150.00 – $100,525.00:  $53,375.00 taxed → $11,742.50
  24%  $100,525.00 – $191,950.00:  $84,475.00 taxed → $20,274.00

$ finance-calc-mcp amortize 400000 6.5 30

Loan Amortization Summary
Principal:       $400,000.00
Rate:            6.500% APR
Term:            30 years (360 months)
Monthly Payment: $2,528.27
Total Paid:      $910,177.52
Total Interest:  $510,177.52
Interest/Dollar: 127.54%

License

MIT

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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