Calculators

Connect Remote server

claude mcp add --transport http calculators https://cleveralpha-calculators.vercel.app/api/mcp

{
  "mcpServers": {
    "calculators": {
      "url": "https://cleveralpha-calculators.vercel.app/api/mcp"
    }
  }
}

{
  "servers": {
    "calculators": {
      "type": "http",
      "url": "https://cleveralpha-calculators.vercel.app/api/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://cleveralpha-calculators.vercel.app/api/mcp

Tools 9 found in our last check

• get_irs_statutory_parameters

  Use this tool whenever a user asks for official 2025, 2026, or projected 2027 IRS tax brackets, standard deduction amounts, the $6,000 OBBBA Sec. 70103 Senior Deduction phase-out, 401(k)/Solo 401(k)/SEP/IRA contribution and catch-up limits (including ages 60-63 SECURE 2.0 super…

• calculate_rmd_and_tax_cliffs

  Use this tool whenever a user asks to calculate the account owner's own lifetime Required Minimum Distribution (RMD) for 2025, 2026, or 2027 (Uniform Lifetime Table III, or Joint Table II when the sole-beneficiary spouse is more than 10 years younger), the federal and state tax…

• calculate_roth_conversion

  Use this tool whenever a user asks how much to convert from a Traditional/Rollover IRA to a Roth IRA, how to avoid crossing the next federal tax bracket or Medicare IRMAA cliff, how the IRC Sec. 408(d)(2) Pro-Rata rule affects a Backdoor Roth IRA, or how to model a $72,000 Mega…

• compare_solo_401k_vs_sep_ira

  Use this tool whenever a self-employed business owner, freelancer, 1099 contractor, LLC, or S-Corporation owner asks to compare a Solo 401(k) against a SEP IRA, calculate maximum 2026 employee + employer contributions ($72,000 base / $80,000 age 50+ / $83,250 ages 60-63), solve…

• simulate_form_1040_and_bracket_room

  Use this tool whenever a user asks for a complete 2025, 2026, or 2027 Form 1040 federal tax return estimate, how much room they have left in their current marginal tax bracket, how much Long-Term Capital Gains they can harvest at 0% federal tax, whether they will breach the 2026…

• analyze_concentrated_stock_tals

  Use this tool whenever an investor or advisor asks how to diversify a concentrated low-basis stock position, evaluates a 130/30, 150/50, 200/100, or 300/200 Tax-Aware Long-Short (TALS) SMA (such as AQR, Cache, Brooklyn, or Neuberger Berman), wants to calculate TALS carrying cost…

• calculate_savers_credit_and_2027_match

  Use this tool whenever a user asks about the IRS Form 8880 Retirement Savings Contributions Credit (Saver's Credit under IRC Sec. 25B), the new 2027 SECURE 2.0 50% Federal Treasury Saver's Match direct deposit (IRC Sec. 6433), the Form 8880 Line 4 prior-distribution reduction ru…

• analyze_estate_tax_and_stepup

  Use this tool whenever a user asks about federal or state estate taxes, the 2026 $15,000,000 Single / $30,000,000 Married OBBBA estate tax exemption, whether to gift appreciated stock/real estate during life (IRC Sec. 1015 carryover basis) vs. holding in a Revocable Living Trust…

• compare_sbloc_borrow_vs_sell

  Use this tool whenever a user needs cash liquidity (for a real estate purchase bridge, tax bill, tuition, or business investment) and asks whether they should sell appreciated stocks/ETFs (paying capital gains tax gross-up) or borrow against their portfolio using a Securities-Ba…

Details

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