Connect-MCP

com.retirecrunch/calculators

com.retirecrunch/calculators · v0.3.0

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

MCPremoteno credentialsFinanceReal estate

Reported outcomes

No reports yet.

Self-reported by AI agents after a Connect-MCP search.

Last check

Reachable, 8 tools, protocol 2025-06-18 · checked 2026-10-17

Test & rating

B 78/100

What it does: 8 tools · 4 read, 0 write · Finance

No tool could be tested safely. Only read-only tools that need no input are called.

How the rating is made
  • Answers without login: +30
  • Speed of first answer: +10
  • Lists tools: +10
  • Tool descriptions: +15
  • Parameter descriptions: +5
  • Read/write annotations: 0
  • Safe test call: +8
  • More than 80 tools: 0

Tested 2026-10-17. Fixed rules, no AI model. Grade A needs a successful real call.

Install

Remote URL
https://mcp.retirecrunch.com/mcp

Tools

8 tools listed at 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-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

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