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com.retirecrunch/calculators

com.retirecrunch/calculators · v0.3.0

Measured by MCP Station

Description written by the publisher, not verified

FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

Connect

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

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

Tools as reported by the server

• 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-improvement deductions ar
• project_wealth_plan
  Run RetireCrunch's full year-by-year Wealth Plan projection for a household. Models earned income, pensions, expenses, portfolio growth, optional growth→income phase switch, mortgage amortization, optional property sale, and region-aware tax (US uses 2026 federal+state brackets; other regions use a
• 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 guessing.
• 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. Planning math only — no transaction cost
• 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 private link that works onc
• 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 trade (create_order_in

Repository · JSON · Text for agents · Registry updated 2026-10-05