Provides retirement planning computations for AI agents, including Monte Carlo simulations, tax burden modeling across all US states, Social Security claiming optimization, and cost-of-living comparisons.
Provides AI assistants with access to 30+ validated financial independence calculation functions, eliminating hallucinations by ensuring accurate calculations for retirement planning, CoastFI, investment returns, and other FI metrics.
A thin MCP bridge that connects any MCP client to the Numeratica financial-planning API — retirement Monte Carlo, taxes, RMDs, Social Security, Roth conversions, and more.
Tax-aware retirement planning for Canada and the US. CPP/OAS and Social Security timing, RRSP/TFSA/401k/IRA projections, Monte Carlo simulation, withdrawal order optimization, and historical backtesting against 150 years of market data.
Enables AI assistants to access and analyze MonarchMoney personal finance data through natural language queries. Provides comprehensive financial insights including account balances, transaction analysis, budget tracking, and spending patterns with enterprise-grade security.