A simulation engine for retirement planning, accessible via an MCP server that allows AI agents to create financial plans, manage income, expenses, loans, taxes, and portfolios, and run Monte Carlo simulations.
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.
Provides 77 deterministic financial calculators, live market data, and a meta-advisor that chains tools into prioritized plans from plain-language descriptions.
Connects AI assistants to the NowCapital.ca retirement planning API for Canadian retirement simulations, enabling calculations of sustainable spending, tax-optimized projections, and Monte Carlo risk analysis.
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 retrieval of annuity client data, payout calculations, and portfolio analysis, with prompt templates for generating client reviews, summaries, and reports.
