Numeratica — financial planning calculations MCP Server
API key requiredDeterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS
To add Numeratica — financial planning calculations to Claude, run the install command below or copy the ready-made config for Claude Code, Claude Desktop, Cursor and VS Code further down. Restart your client after adding it and its tools show up in your next conversation. It needs 3 environment variables, listed below.
Install
npx -y @numeratica/mcp@0.1.5Environment variables
NUMERATICA_API_KEYSet in your MCP configNUMERATICA_BASE_URLSet in your MCP configNUMERATICA_TIMEOUT_MSSet in your MCP configInstall with your client
claude mcp add numeratica-financial-planning-calculations --env NUMERATICA_API_KEY=<YOUR_NUMERATICA_API_KEY> --env NUMERATICA_BASE_URL=<YOUR_NUMERATICA_BASE_URL> --env NUMERATICA_TIMEOUT_MS=<YOUR_NUMERATICA_TIMEOUT_MS> -- npx -y @numeratica/mcp@0.1.5
Run this in a terminal to add the server to Claude Code.
What this does
Numeratica — financial planning calculations exposes a set of tools to Claude over the Model Context Protocol. After you add it to claude_desktop_config.json (snippet above) and restart Claude Desktop, those tools become callable inside any conversation.
Requirements
This server needs the following environment variables to be set before it can run:
NUMERATICA_API_KEY NUMERATICA_BASE_URL NUMERATICA_TIMEOUT_MS
Set these via the env object in your MCP config (see claude_desktop_config.json snippet above).
Frequently asked questions
How do I install Numeratica — financial planning calculations?
Run the Claude Code command in the install section to add Numeratica — financial planning calculations to Claude Code, or copy the ready-made config for your client from the install section on this page. Restart your client afterwards and the tools appear in your next conversation.
Which clients work with Numeratica — financial planning calculations?
This page carries setup and config for Claude Code, Claude Desktop, Cursor and VS Code. Any other MCP client that accepts a standard server config can connect to Numeratica — financial planning calculations as well.
Does Numeratica — financial planning calculations need an API key?
Yes. Before it can run, set these environment variables: NUMERATICA_API_KEY, NUMERATICA_BASE_URL, NUMERATICA_TIMEOUT_MS. They go in the env block of your MCP config.
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