app.quantcalc/retirement-engine
OfficialClick on "Deploy Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@app.quantcalc/retirement-engineRun a Monte Carlo projection: $1M, 4% withdrawal, 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.
QuantCalc Retirement Engine — Claude plugin
Gives Claude the retirement engine behind quantcalc.app, so a projection is computed rather than estimated.
A language model cannot run thousands of correlated return paths against a spending plan and get the odds right. It can ask something that can.
Privacy policy · Terms · Support: hello@quantcalc.app · Documentation
Install
Install from the Claude plugin directory. The plugin installs switched off, and you enable it when you want it. Step-by-step instructions are in SETUP.md. To use the server without the plugin, add it as a custom connector:
https://mcp.quantcalc.appRelated MCP server: cinderfi-mcp
What's in the plugin
Connector: the hosted QuantCalc engine over streamable HTTP. No account or sign-in is needed.
Skill
retirement-projections: loads when a plan, withdrawal rate or success rate comes up. It keeps the assumptions attached to every number and flags differences that fall inside the margin of error.Skill
setup: connection steps, what a licence key changes, and troubleshooting.
Tools
Tool | Returns |
| Success rate, ending-portfolio distribution, and the assumptions that produced them |
| The same plan under each published capital market assumption set |
| Which assumption sets the engine carries, and what each publisher provides |
| What the engine models and what it deliberately leaves out |
All four are read-only: they compute and return, and change nothing. Inputs are not kept after the run, except that a failed request is kept for two days to diagnose it.
What comes back with every number
A success rate is meaningless without its assumptions, and a summary will drop a caveat it was not handed explicitly. So each result states:
the return model that actually ran — reported by the engine, not by the request;
the number of paths and the real trial count behind the rate;
the income it assumed, including when it assumed none;
whether a correlation matrix had to be adjusted before running;
a plain warning when a run is not precise enough to show a client.
Licence key
Optional. Without one, projections run at 2,000 paths, which puts the 95% interval around a success rate at about ±1.5 points. A QuantCalc PRO key raises that to 10,000 paths (about ±0.7). The same key unlocks the portfolio optimizer, glide paths, custom capital market assumptions and multi-period planning in the QuantCalc app. Those features are not tools in this plugin.
Set it in the plugin's configuration. It is sent as a connection header and never passes through the conversation.
Privacy
The server receives only the inputs of each tool call, never the conversation. A random session identifier is used to count runs for each installation. A licence key is removed before anything is logged. Details are in section 6 of the privacy policy.
Not advice
QuantCalc is calculation software, not financial advice. Methodology and the source of every figure: https://quantcalc.app/methodology.html. Tax scope and its explicit exclusions: https://quantcalc.app/tax-methodology/.
Licence
MIT — see LICENSE. This repository contains the plugin manifest,
skills and documentation. The engine itself is a hosted service, published to the Official
MCP Registry as app.quantcalc/retirement-engine under a DNS-verified
namespace.
This server cannot be deployed
Maintenance
Related MCP Connectors
Savvly MCP: query fund data, model projections, and compare against alternative retirement products.
Retirement planning for Canada & US. CPP/OAS, Social Security, RRSP/TFSA, 401k/IRA, Monte Carlo.
Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS
Monte Carlo tools: three-point cost estimation and an educational retirement drawdown simulator.
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