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sjgant80-hub

falladviser-v2-mcp

by sjgant80-hub

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault

No arguments

Capabilities

Features and capabilities supported by this server

CapabilityDetails
tools
{}
resources
{}

Tools

Functions exposed to the LLM to take actions

NameDescription
total_taxC

UK total tax facade (2025-26): income tax + NI + dividend + CGT + HICBC + marriage allowance. Region: England or Scotland.

iht_estimateC

IHT estimate with post-2026 BPR/APR combined £1M cap reform. Applies NRB (£325k) + RNRB (£175k, if main home).

pension_projectionC

Compound-growth pension projection + annuity + drawdown-years.

portfolio_analysisB

Portfolio bucketing (equity/bond/cash/alt) vs ATR target (1-7), drift and concentration warnings.

bed_and_isaA

CGT-aware Bed & ISA suggestions — moves GIA/taxable holdings into unused ISA allowance while staying within CGT allowance.

pension_annual_allowanceA

Pension AA taper + carry-forward. Reduces £60k AA by £1 per £2 over £260k adjusted income, floor £10k. 3-year carry-forward.

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription
UK tax rules 2025-26Full rules object (bands, allowances, IHT, pension AA).
Asset class taxonomy
Tax wrapper taxonomy (ISA/SIPP/GIA...)

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