QuantCalc Retirement Engine

Connect Remote server

claude mcp add --transport http retirement-engine https://mcp.quantcalc.app

{
  "mcpServers": {
    "retirement-engine": {
      "url": "https://mcp.quantcalc.app"
    }
  }
}

{
  "servers": {
    "retirement-engine": {
      "type": "http",
      "url": "https://mcp.quantcalc.app"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://mcp.quantcalc.app

Tools 11 found in our last check

• run_retirement_projection

  Runs a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the assumptions that produced them. The result states the return model that ran, the number of paths, and the income assumptions it used, includi…

• run_tax_aware_projection

  Runs the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programme the engine selected, its present-value advantage and range against drawing traditional first, and the after-tax success rate. Federal and…

• compare_return_assumptions

  Runs the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showing how far the answer moves with the return forecast used. Every input is optional: omitted plan inputs use an illustrative plan, which th…

• list_return_assumption_sources

  Returns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).

• explain_methodology

  Returns what the QuantCalc engine models and what it deliberately leaves out, including the tax provisions that are out of scope, and links to the published methodology.

• retirement_plan_deferral_savings

  Returns the 2026 or 2027 elective-deferral limit for a 401(k), 403(b), governmental 457(b), the TSP or a SIMPLE IRA at an age: the base limit, the age-50 and ages 60-63 catch-ups, the SIMPLE higher limit, a non-governmental 457(b) without a catch-up, the part of the catch-up the…

• ira_deduction_and_roth_limit

  Runs IRS Publication 590-A Worksheet 1-2 (the deductible part of a traditional IRA contribution when you or your spouse is covered by a plan at work) and Worksheet 2-2 (the reduced Roth IRA contribution limit) for 2026 or 2027 on a given modified AGI, line by line, with the age-…

• standard_deduction_vs_itemizing

  Returns the 2026 or 2027 standard deduction piece by piece: the basic amount for the filing status, the additional amount for each person 65 or older or blind, a dependent's limit, and the rule that a married person filing separately whose spouse itemizes must itemize; with anyo…

• calculate_rmd

  Computes the required minimum distribution for 2026 or 2027 from the prior year-end balance and the age or birth year, on the IRS Uniform Lifetime Table, or the Joint and Last Survivor Table when the spouse is the sole beneficiary and more than 10 years younger; returns the divi…

• irmaa_check

  Returns the Medicare IRMAA tier a MAGI sets: the official 2026 tier (from 2024 MAGI) and the 2027 and 2028 tiers (from 2025 and 2026 MAGI) on the tables as QuantCalc projects them, labelled projected; with each the monthly Part B and Part D surcharge per person, the annual total…

• aca_premium_tax_credit

  Returns a household's 2027 ACA marketplace position from its state, the ages on the plan, household size and income: the county's benchmark (second-lowest-cost silver) premium from CMS's plan-year-2027 files for the HealthCare.gov states, or a given one; the poverty line that se…

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