LunaTerminal

Connect Remote server

claude mcp add --transport http lunaterminal https://lunaterminal.com/mcp

{
  "mcpServers": {
    "lunaterminal": {
      "url": "https://lunaterminal.com/mcp"
    }
  }
}

{
  "servers": {
    "lunaterminal": {
      "type": "http",
      "url": "https://lunaterminal.com/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://lunaterminal.com/mcp

Tools 21 found in our last check

• compliance_screen

  Screen draft client communications (emails, letters, social posts, meeting notes) for common FINRA/SEC communication-rule problems, including guarantees, misleading projections, pressure tactics, testimonials, specific recommendations, tax claims, missing performance disclosures…

• risk_profile_score

  Score the eight-question risk questionnaire and map the client to a model portfolio. Four questions measure capacity to absorb losses and four measure willingness to take risk. The profile uses the lower of the two. With no answers, the result contains the questions and choices.…

• portfolio_review

  Review a household's holdings against a target model or custom allocation. Returns value by asset class and account, allocation drift, single-stock concentration, tax-loss harvesting candidates, unrealized gains, stress tests, and an asset-location score with suggestions. Missin…

• rebalance_plan

  Build a tax-aware rebalancing trade list that brings holdings back to the target model or custom allocation, optionally investing new cash. Sells come from tax-advantaged accounts first, then taxable lots with losses, then the smallest gains; proceeds stay in the account that ra…

• retirement_plan

  Run a retirement Monte Carlo simulation in today's dollars: probability that savings last through the planning age, the range of portfolio values at retirement and at the end, median depletion age when paths fail, the initial withdrawal rate, the effect of three levers (save mor…

• roth_conversion_plan

  Compare Roth conversion strategies year by year under 2026 federal tax law in today's dollars: no conversions versus filling the 12%, 22%, 24% or 32% bracket each year until RMDs start (or stopAge). Models RMDs, Social Security taxation, the senior deduction, a flat state tax an…

• social_security_strategies

  Compare Social Security claiming ages 62-70 for a single client or a couple (all 81 combinations), including spousal top-ups, survivor benefits and delayed credits, ranked by present value in today's dollars. Returns the best available strategy, the top ten, claiming at 62, 67 a…

• inherited_ira_plan

  Work out the distribution rules for an inherited IRA under the SECURE Act final regulations (T.D. 10001) and IRS Pub. 590-B: the beneficiary class (eligible designated, designated or non-designated), whether the owner died before or after the required beginning date, the rule th…

• state_tax_estimate

  Estimate a household's 2026 federal income tax, net investment income tax (3.8%), alternative minimum tax and resident state income tax in one pass. States: CA, NY, PA, IL, OH, GA, NC, MI, TX, FL, NV, SD, WY, AK, TN, NH, WA (the ten most populous plus states without a wage incom…

• triage_email

  Classify the text of an incoming client email and detect fraud red flags such as new banking details or requests to avoid a phone call. Returns the risk level, urgency, complaint logging flag, and suggested steps for the advisor, including verification by phone when fraud or acc…

• get_stock_snapshot

  Price, daily change, day and 52-week range, market cap, valuation (P/E, forward P/E, EPS, dividend yield), company profile (sector, industry, CEO, employees, description), revenue and margins, the next earnings date and the ETFs that hold it, for one stock or ETF. Includes the a…

• get_quotes

  Latest quotes for up to 25 stocks, ETFs, indices or currency pairs (e.g. EUR/USD): last price, change, day range, previous close, volume and 52-week range, each with its observation time and provider.

• get_price_history

  Daily (or intraday for 1D and 5D) price history for one symbol over a range, with the period return, high and low. Returns up to 400 points.

• search_symbols

  Find ticker symbols by company or fund name, e.g. "nvidia" or "vanguard total".

• get_13f_holders

  Which tracked institutional managers held a stock in their latest quarterly SEC 13F filings: value, shares, portfolio weight and whether they bought, added or reduced, plus managers that sold out.

• get_13f_insights

  What tracked hedge funds did in their latest 13F filings. view: consensus (most bought and sold, new and closed positions), crowding (stocks in the most managers' top tens), mostHeld, rotation (money moving between sectors), funds (the tracked managers).

• screen_stocks

  Screen stocks on up to 20 fundamentals, each with an optional minimum and maximum (market cap in billions; growth, yield, margins and returns in percent). Returns matching stocks with price, change, market cap, P/E, forward P/E and EPS.

• get_economic_series

  A U.S. economic series from FRED: fedfunds (effective fed funds rate), treasury10y, inflation, unemployment, cpi or gdp. Returns the latest value, its date and recent history.

• get_treasury_yield_curve

  The latest U.S. Treasury daily par yield curve, from 1 month to 30 years.

• get_market_sentiment

  The Fear & Greed market sentiment index (0 = extreme fear, 100 = extreme greed) with its previous close, one week, one month and one year ago.

• get_market_news

  Recent headlines for one symbol, or the day's market headlines when no symbol is given, with publisher, time and link.

Details

More finance and crypto servers See all

• RightCard

  Which of your credit cards to use at any store, from verified bank data. No bank login.

• Africa Compliance Data

  African holidays, business days, VAT, withholding tax, tax treaties, tax IDs and filing deadlines

• BusCalc Business Calculators

  Business calculators, data lookups, replayable receipts, and documentation for enterprise pilots.

• CarLoanMath

  US car loan math: monthly payment, compare loans, max price for your budget, amortization. Free.

• InfinityVolume

  Dollar volume across 13 stock markets and US sectors, against each one's own normal. No prices.

• xytara MCP Executor

  Pay-per-call MCP tools and signed on-chain attestations: 20 free/day, then x402 or a spend key.