Numeratica MCP server
{
"mcpServers": {
"numeratica": {
"command": "npx",
"args": [
"-y",
"@numeratica/mcp@latest"
],
"env": {
"NUMERATICA_API_KEY": "<numeratica_api_key>",
"NUMERATICA_BASE_URL": "https://..."
}
}
}
}{
"mcpServers": {
"numeratica": {
"command": "npx",
"args": [
"-y",
"@numeratica/mcp@latest"
],
"env": {
"NUMERATICA_API_KEY": "<numeratica_api_key>",
"NUMERATICA_BASE_URL": "https://..."
}
}
}
}{
"mcpServers": {
"numeratica": {
"command": "npx",
"args": [
"-y",
"@numeratica/mcp@latest"
],
"env": {
"NUMERATICA_API_KEY": "<numeratica_api_key>",
"NUMERATICA_BASE_URL": "https://..."
}
}
}
}{
"servers": {
"numeratica": {
"command": "npx",
"args": [
"-y",
"@numeratica/mcp@latest"
],
"env": {
"NUMERATICA_API_KEY": "${input:numeratica_api_key}",
"NUMERATICA_BASE_URL": "${input:numeratica_base_url}"
}
}
},
"inputs": [
{
"id": "numeratica_api_key",
"type": "promptString",
"description": "Numeratica api key",
"password": true
},
{
"id": "numeratica_base_url",
"type": "promptString",
"description": "Numeratica base url",
"password": true
}
]
}{
"mcpServers": {
"numeratica": {
"command": "npx",
"args": [
"-y",
"@numeratica/mcp@latest"
],
"env": {
"NUMERATICA_API_KEY": "<numeratica_api_key>",
"NUMERATICA_BASE_URL": "https://..."
}
}
}
}file .mcp.json (in your project root)file claude_desktop_config.jsonfile ~/.cursor/mcp.jsonfile .vscode/mcp.jsonfile ~/.codeium/windsurf/mcp_config.jsoninstall npx -y @numeratica/mcpversion 0.1.5
What it does
MCP bridge to the Numeratica financial-planning API, exposing 76 tools for retirement Monte Carlo simulations, tax planning, RMD calculations, Social Security analysis, Roth conversions, and IRMAA estimation. Designed for financial advisors, planners, and individuals using Claude Desktop or Cursor to explore and run deterministic US financial scenarios.
- Run a retirement Monte Carlo simulation for a client to model portfolio outcomes over time.
- Calculate required minimum distributions and tax implications for a given retirement account.
- Analyze Social Security claiming strategies and estimate IRMAA thresholds for different claiming ages.
Before you enable it
An MCP server runs with whatever access you give it. Start with a development account rather than production, and check which tools the server exposes before you let an agent call them unattended.