Calculators

Connect Remote server

claude mcp add --transport http calculators https://mcp.retirecrunch.com/mcp

{
  "mcpServers": {
    "calculators": {
      "url": "https://mcp.retirecrunch.com/mcp"
    }
  }
}

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

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

Tools 8 found in our last check

• calculate_fire_target

  Estimate the savings target needed for Financial Independence / Early Retirement. Runs Monte Carlo simulation and returns the probability the portfolio survives the planning horizon.

• calculate_coast_fire

  Compute the Coast FIRE milestone — the capital required today such that, with no further contributions, a portfolio compounds to the user's retirement target by their target age.

• compute_swiss_property_tax

  Estimate the Swiss cantonal real-estate capital gains tax (Grundstückgewinnsteuer) for a property sale. Covers all 26 cantons with holding-period adjustments and Ersatzbeschaffung (replacement-residence) deferral. Educational estimate; commune surcharges and value-enhancing-impr…

• project_wealth_plan

  Run RetireCrunch's full year-by-year Wealth Plan projection for a household. Models earned income, pensions, expenses, portfolio growth (accumulating, distributing, or accumulating until a switch year), mortgage amortization, optional property sale, and region-aware tax (US uses…

• get_portfolio_returns

  Return RetireCrunch's historical portfolio return profiles for a currency. Each profile is a (return %, volatility %) pair derived from real index data — useful for grounding the assumptions in calculate_fire_target / project_wealth_plan in something defensible rather than guess…

• rebalance_portfolio

  Rebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. It is the same plan…

• load_portfolio

  Open the user's Interactive Brokers portfolio in the RetireCrunch Portfolio Rebalancer. First call the IBKR connector's get_account_positions, get_account_balances and get_account_summary, then pass their results here UNCHANGED (do not re-type or round numbers). Returns a privat…

• get_rebalance_plan

  Fetch the rebalancing trades the user decided on in the RetireCrunch Rebalancer, from the plan code they copied ("Send plan to my AI"). Codes work once, for 15 minutes. Returns the trades with IBKR contract ids where known. To act on them, create one IBKR order instruction per t…

Details

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