CCXT
Official CCXT MCP server - Market data and trading across 100+ exchanges and prediction markets
내 컴퓨터에서 실행
QuantCalc Retirement Engine
What it does
Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.
- Connects 클라우드에서 실행
- Account or key No key needed
- Category 회계, 재무 및 세금
설치
쓰고 있는 AI 앱을 고른 다음 설정을 복사하세요.
검사 4/4 통과 · 내가 묻는 내용은 제작자 서버(mcp.quantcalc.app)를 거쳐요 · ✓ 명령 확인 2026년 11월 13일
먼저: 어떤 AI를 쓰시나요?
쓰는 앱을 고르면 아래에 단계가 나옵니다.
Claude에 연결할 수 있어요 · 약 2분
키 필요 없음, 설치 필요 없음 · claude.ai나 데스크톱 앱에서 한 번 설정하면 채팅에서 쓸 수 있어요 · 무료 계정은 1개까지 · Team/Enterprise는 소유자(Owner)가 추가
Claude의 Connectors 페이지 열기
CustomizeConnectors
“Add” → “Custom” → “Web”를 누르고 이 2칸 채우기
여기서 복사해 Claude의 같은 이름 칸에 붙여 넣고 Continue를 누르세요
Name · 이름QuantCalc Retirement EngineRemote MCP server URL · 주소https://mcp.quantcalc.appClaude가 찾은 로그인 설정 화면에서 Continue를 누르고 · Authentication은 제작자 안내대로(Sign in now, Sign in when needed, No sign in) 고른 뒤 Add를 누르세요
채팅에서 켜기
+ConnectorsQuantCalc Retirement Engine
해 보기
QuantCalc Retirement Engine을 써서 나에게 무엇을 해 줄 수 있는지 알려 주고, 하나 해 봐✓ Claude가 QuantCalc Retirement Engine을 쓰고 있다고 하거나 답에 QuantCalc Retirement Engine 도구 이름이 나오면 연결된 거예요
메뉴 이름은 2026년 11월 11일에 Anthropic 도움말에서 확인 · 앱 버전에 따라 화면이 조금 다를 수 있어요
ChatGPT 연결은 요금제에 따라 달라요
전체 MCP: 웹 ChatGPT Business, Enterprise, Edu · Pro: 읽기/가져오기 권한으로 연결, 데이터를 바꾸는 도구는 안 될 수 있어요 · Plus: 공식 문서 미확인, 플러그인 화면에 사용자 지정 MCP 추가 항목이 보이면 시도해 볼 수 있어요 · 웹만
웹 ChatGPT에서 MCP 추가 페이지 열기
Plugins+Add custom MCP server
이름과 주소 입력
이름을 넣고 Connection에 주소를 붙여 넣은 뒤 경고에 체크하고 Create as a plugin을 누르세요
Name · 이름QuantCalc Retirement EngineConnection · 주소https://mcp.quantcalc.app채팅에서 QuantCalc Retirement Engine 고르기
새 채팅을 열고 입력 전에 플러그인 목록에서 QuantCalc Retirement Engine을 고르세요
해 보기
QuantCalc Retirement Engine을 써서 나에게 무엇을 해 줄 수 있는지 알려 주고, 하나 해 봐✓ ChatGPT가 QuantCalc Retirement Engine을 쓰고 있다고 하거나 답에 QuantCalc Retirement Engine 도구 이름이 나오면 연결된 거예요
메뉴 이름은 2026년 11월 11일에 OpenAI 도움말에서 확인 · 앱 버전에 따라 화면이 조금 다를 수 있어요
Claude Code에 연결할 수 있어요 · 약 2분
키 필요 없음, 설치 필요 없음
터미널 열기
Mac: Command+스페이스를 누르고 Terminal 입력 · Windows: PowerShell 열기
이 명령을 붙여 넣고 Enter
claude mcp add --transport http --scope user retirement-engine https://mcp.quantcalc.appClaude Code에서 /mcp 입력
QuantCalc Retirement Engine이 목록에 있고 연결됨으로 보이면 돼요
해 보기
QuantCalc Retirement Engine을 써서 나에게 무엇을 해 줄 수 있는지 알려 주고, 하나 해 봐✓ Claude Code가 QuantCalc Retirement Engine을 쓰고 있다고 하거나 답에 QuantCalc Retirement Engine 도구 이름이 나오면 연결된 거예요
메뉴 이름은 2026년 11월 11일에 Anthropic 도움말에서 확인 · 앱 버전에 따라 화면이 조금 다를 수 있어요
Cursor에 연결할 수 있어요 · 약 2분
키 필요 없음, 설치 필요 없음
Cursor에서 AI 채팅을 Agent 모드로 열기
해 보기
QuantCalc Retirement Engine을 써서 나에게 무엇을 해 줄 수 있는지 알려 주고, 하나 해 봐✓ Cursor가 QuantCalc Retirement Engine을 쓰고 있다고 하거나 답에 QuantCalc Retirement Engine 도구 이름이 나오면 연결된 거예요
메뉴 이름은 2026년 11월 11일에 Cursor 도움말에서 확인 · 앱 버전에 따라 화면이 조금 다를 수 있어요
VS Code에 연결할 수 있어요 · 약 2분
키 필요 없음, 설치 필요 없음
VS Code에서 AI 채팅을 Agent 모드로 열기
해 보기
QuantCalc Retirement Engine을 써서 나에게 무엇을 해 줄 수 있는지 알려 주고, 하나 해 봐✓ VS Code가 QuantCalc Retirement Engine을 쓰고 있다고 하거나 답에 QuantCalc Retirement Engine 도구 이름이 나오면 연결된 거예요
메뉴 이름은 2026년 11월 11일에 VS Code 도움말에서 확인 · 앱 버전에 따라 화면이 조금 다를 수 있어요
Windsurf, Zed, Gemini CLI 같은 다른 MCP 앱은 추가 방법이 저마다 달라요. 앱 목록에서 확인하세요
웹으로 연결하는 앱용 주소
주소
https://mcp.quantcalc.appJSON 설정은 아래 “개발자용”에 있어요
개발자용: 터미널 명령과 JSON 설정
웹으로 연결
Claude Code
claude mcp add --transport http --scope user retirement-engine https://mcp.quantcalc.appCursor (~/.cursor/mcp.json)
{
"mcpServers": {
"retirement-engine": {
"url": "https://mcp.quantcalc.app"
}
}
}VS Code (mcp.json)
{
"servers": {
"retirement-engine": {
"type": "http",
"url": "https://mcp.quantcalc.app"
}
}
}이 설정은 제작자의 레지스트리 정보로 만들었어요. README와 다르면 README를 따르세요.
한눈에 보기
- 주간 다운로드i
- npm/PyPI에 없음
- 확인된 도메인
- ✓ quantcalc.app
- 연결 방식
- 클라우드에서 실행
- 전송 방식
- streamable-http
- 최신 버전i
- 1.10.0
- 카테고리i
- 회계, 재무 및 세금
- 레지스트리 공개i
- 2026년 11월 10일
- 코드 마지막 변경i
- 2026년 11월 10일
- 제작자
- quantcalc-app
- 웹사이트
- quantcalc.app
- 레지스트리 상태
- 활성
어떤 앱에서 쓸 수 있나요
이 서버의 연결 방식과 각 앱의 공식 문서를 바탕으로 했어요. 2026년 11월 10일 확인.
인터넷으로 연결하는 앱
ClaudeChatGPTGooseLM StudioMsty StudioCherry StudioCursorVS Code + GitHub CopilotVisual StudioWindsurf (Devin Desktop)ZedKiroClineContinueJetBrains AI AssistantClaude CodeCodex CLIGemini CLIOpenCodenodecodeWarpLibreChatOpen WebUIRaycast
할 수 있는 일
도구 이름과 설명은 서버가 2026년 11월 11일에 알려 준 그대로예요. 우리가 아니라 제작자가 쓴 글이고, 일반 텍스트로만 보여 드려요.
run_retirement_projectionRuns a Monte Carlo retirement projection on the QuantCalc engine and returns the success rate, the ending-portfolio distribution, and the assumptions that produced them. The result states the return model that ran, the number of paths, and the income assumptions it used, includin
run_tax_aware_projectionRuns the retirement projection with the household's accounts split by tax type and returns the withdrawal order and Roth-conversion programme the engine selected, its present-value advantage and range against drawing traditional first, and the after-tax success rate. Federal and
compare_return_assumptionsRuns the same plan against several published capital market assumption sets and returns the success rate and median outcome under each, showing how far the answer moves with the return forecast used. Every input is optional: omitted plan inputs use an illustrative plan, which the
list_return_assumption_sourcesReturns the published capital market assumption sets the engine carries and which components each publisher provides (returns, volatilities, correlations).
explain_methodologyReturns what the QuantCalc engine models and what it deliberately leaves out, including the tax provisions that are out of scope, and links to the published methodology.
retirement_plan_deferral_savingsReturns the 2026 or 2027 elective-deferral limit for a 401(k), 403(b), governmental 457(b), the TSP or a SIMPLE IRA at an age: the base limit, the age-50 and ages 60-63 catch-ups, the SIMPLE higher limit, a non-governmental 457(b) without a catch-up, the part of the catch-up the
ira_deduction_and_roth_limitRuns IRS Publication 590-A Worksheet 1-2 (the deductible part of a traditional IRA contribution when you or your spouse is covered by a plan at work) and Worksheet 2-2 (the reduced Roth IRA contribution limit) for 2026 or 2027 on a given modified AGI, line by line, with the age-5
standard_deduction_vs_itemizingReturns the 2026 or 2027 standard deduction piece by piece: the basic amount for the filing status, the additional amount for each person 65 or older or blind, a dependent's limit, and the rule that a married person filing separately whose spouse itemizes must itemize; with anyon
calculate_rmdComputes the required minimum distribution for 2026 or 2027 from the prior year-end balance and the age or birth year, on the IRS Uniform Lifetime Table, or the Joint and Last Survivor Table when the spouse is the sole beneficiary and more than 10 years younger; returns the divis
irmaa_checkReturns the Medicare IRMAA tier a MAGI sets: the official 2026 tier (from 2024 MAGI) and the 2027 and 2028 tiers (from 2025 and 2026 MAGI) on the tables as QuantCalc projects them, labelled projected; with each the monthly Part B and Part D surcharge per person, the annual total
aca_premium_tax_creditReturns a household's 2027 ACA marketplace position from its state, the ages on the plan, household size and income: the county's benchmark (second-lowest-cost silver) premium from CMS's plan-year-2027 files for the HealthCare.gov states, or a given one; the poverty line that set
기본 점검i
누구나 볼 수 있는 정보를 점검했고, 코드는 읽지 않았어요. 해당하지 않는 항목은 개수에서 뺐어요. · 2026년 11월 14일 점검
토론
질문하고, 팁을 나누고, 안 되는 점을 알려 주세요. "도움이 됨"이 많은 순서예요.
사용자 리뷰
아직 리뷰가 없어요
회계, 재무 및 세금 카테고리의 다른 서버와 비교i
- 이 카테고리의 다른 서버 3208개 중 0%보다 스타가 많아요
- 이 카테고리의 다른 서버 3208개 중 86%보다 최근에 레지스트리에 공개됐어요
- 기본 점검 결과가 이 카테고리의 다른 서버 3208개 중 100%와 같거나 더 좋아요
레지스트리에서 이 카테고리의 활성 서버 전체와 비교했어요. 스타는 게시자가 저장소를 소유한 경우에만 세요.
자주 묻는 질문
QuantCalc Retirement Engine, 안전한가요?
해당하는 기본 점검 4개 중 4개를 통과했어요. 코드는 읽지 않았어요. 키나 토큰을 넣기 전에 서버가 어떤 권한을 요구하는지 확인하고, 꼭 필요한 권한만 있는 키를 쓰세요.
어떤 키나 코드가 필요한가요?
레지스트리에 필수 키가 나와 있지 않아요. 다만 처음 쓸 때 로그인을 요구하는 서버도 있어요.
내 컴퓨터에서 실행되나요, 클라우드에서 실행되나요?
제작자의 클라우드에서 실행돼요. 설치 없이 인터넷으로 연결하지만, 보내는 내용은 제작자의 서버를 거쳐요.
아직 관리되고 있나요?
GitHub 저장소는 마지막으로 4일 전 변경됐고, 최신 버전(1.10.0)은 4일 전 레지스트리에 올라왔어요.
어떤 앱에서 쓸 수 있나요?
Claude Desktop, Claude Code, Cursor, VS Code처럼 MCP를 지원하는 앱에서 쓸 수 있어요. URL로 연결되므로 원격 MCP를 받는 앱에서도 쓸 수 있어요. 예: 웹 ChatGPT(Business 이상은 전체 MCP, Pro는 읽기 전용).
대신 쓸 수 있는 건 뭐가 있나요?
같은 카테고리에는: CCXT, Finance Toolkit, AKQuant
같은 카테고리의 다른 것
같은 카테고리에서 다른 제작자가 만든 서버예요. 스타 순으로 정렬했어요.
카드 보는 법:↓ 주간 다운로드i★ GitHub 스타i세 기둥: 리뷰 · 점검 · 사용 정도i업데이트 = 최신 버전을 레지스트리에 공개한 날i
Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
컴퓨터 또는 클라우드
AKQuant
Write and backtest trading strategies with AKQuant: API lookup, strategy checks, backtest runs
내 컴퓨터에서 실행
제작자의 README
README 열기
제작자의 저장소에서 쓰인 그대로 가져왔어요. PopNx MCP가 검토하거나 보증한 내용이 아니에요. HTML, 이미지, 스크립트는 제거했어요. 링크를 누르면 이 사이트를 벗어나요.
QuantCalc Retirement Engine — Claude plugin
Gives Claude the retirement engine and the federal and state tax engines behind quantcalc.app, so a projection or a 2026 tax figure is computed rather than estimated.
A language model cannot run thousands of correlated return paths against a spending plan and get the odds right. It can ask something that can.
[Privacy policy](https://quantcalc.app/privacy.html) · [Terms](https://quantcalc.app/terms.html) · Support: [hello@quantcalc.app](mailto:hello@quantcalc.app) · [Documentation](https://quantcalc.app/advisors/mcp/)
Install
Install from the Claude plugin directory. The plugin installs switched off, and you enable it when you want it. Step-by-step instructions are in SETUP.md. To use the server without the plugin, add it as a custom connector:
https://mcp.quantcalc.appWhat's in the plugin
- Connector: the hosted QuantCalc engine over streamable HTTP. No account or sign-in is needed.
- Skill `retirement-projections`: loads when a plan, withdrawal rate or success rate comes up. It keeps the assumptions attached to every number and flags differences that fall inside the margin of error.
- Skill `tax-calculations`: loads when a 2026 tax question comes up — a return, a paycheck, an RMD, a Roth conversion, IRMAA, capital gains, estimated payments or the ACA credit. It maps each question to the tool that computes it and keeps the defaults and the not-modelled items with the figure.
- Skill `setup`: connection steps, what a licence key changes, and troubleshooting.
Tools
Twenty-two tools. "Free" means the tool computes without a licence key; "Licence" means it needs a connected QuantCalc PRO licence or Tax Season Pass (PRO only where stated), and without one it computes nothing and names the free web page that does.
Retirement projections
| Tool | Key | Returns |
|---|---|---|
run_retirement_projection | Free | Success rate, ending-portfolio distribution, and the assumptions that produced them |
run_tax_aware_projection | Free | The recommended withdrawal order and Roth-conversion programme, its present-value advantage and range against traditional-first, and the after-tax success rate, with federal and state tax, RMDs, IRMAA and Social Security taxation paid from the portfolio. With move_state (state, year, month) it plans a move to another state: the old state's tax before the move year, a part-year return in each state in the move year, the new state's after it, and the lifetime state tax compared with staying and with moving now |
compare_return_assumptions | Free | The same plan under each published capital market assumption set |
list_return_assumption_sources | Free | Which assumption sets the engine carries, and what each publisher provides |
explain_methodology | Free | What the engine models and what it deliberately leaves out |
optimize_social_security_claiming | PRO | The tax-aware plan run at every Social Security claiming age from 62 to 70 on the same simulated markets: each age's success rate and median paired difference against the plan, and the best age with its 10th–90th percentile range |
2026 tax returns and calculators
| Tool | Key | Returns |
|---|---|---|
estimate_2026_tax_return | Licence | A 2026 federal and state return estimate: the refund or amount owed, the main Form 1040 lines, the state tax, every default assumed and what is not modelled. Takes self-employment (Schedule C) profit for the filer and the spouse in self_employment_income and spouse_self_employment_income: Schedule SE, the half-SE-tax deduction and the qualified business income deduction are figured |
state_tax_in_every_state | Licence | One household's 2026 state income tax in all 50 states and DC, ranked from lowest to highest, with each state's difference from the state it lives in now, the federal tax (the same in every state), the county taxes included, every default assumed and what is not modelled. Military retirement pay goes in military_pension (not pension): a taxable pension on the federal return, and in each state that state's own military retirement rule (exempt, capped, age-tested or credited); on a joint return it follows spouse_split like the pension |
calculate_2026_income_tax | Licence | 2026 federal income tax and, given a state, state income tax from wages (with the overtime and tips deductions), dependents and other common income; the Social Security and Medicare tax on the wages, the effective and marginal rates, take-home pay, and, given withholding, the refund or amount owed |
pretax_contribution_savings | Licence | What a health FSA or HSA contribution saves in federal income tax, Social Security and Medicare tax and state tax, for 2026 or projected 2027; payroll or direct HSA contributions; the after-tax cost and an optional FSA forfeiture estimate |
business_deduction_tax_savings | Licence | What a self-employed business deduction (2026 business miles at the half-year rates, or a dollar expense) saves in income tax, self-employment tax, earned income credit and state tax |
retirement_plan_deferral_savings | Free limit; licence for the tax | For a 401(k), 403(b), 457(b), TSP or SIMPLE IRA in 2026 or projected 2027: the contribution limit at the saver's age with the age-50 and age-60–63 catch-ups, and the part that must go in as Roth — free; the federal income tax saved (and the 2026 Saver's Credit), $0 of Social Security and Medicare tax saved, and the state tax saved (none in Pennsylvania, and in New Jersey only for a 401(k)) — licence |
ira_deduction_and_roth_limit | Free worksheets; licence for the tax | Given MAGI, IRS Publication 590-A's worksheets line by line for 2026 or projected 2027: how much of a traditional IRA contribution is deductible and how much may go into a Roth IRA, including the spousal IRA rule — free; MAGI worked out from income, and the federal and state tax the deduction saves — licence |
standard_deduction_vs_itemizing | Free deduction; licence for the comparison | The 2026 or projected 2027 standard deduction piece by piece (basic amount, age-65 and blind additions, a dependent's limit) and the senior deduction's rule — free; the senior deduction after its phase-out, the itemized total, the federal tax both ways and which is better — licence |
calculate_rmd | Free RMD; licence for the tax | The 2026 or 2027 required minimum distribution, its divisor and deadline, the SECURE 2.0 start age, the first-year April 1 option and a multi-year projection — free. With a filing status and the year's other income it adds the federal and state tax the RMD adds, the Social Security it makes taxable, the IRMAA effect and what a QCD would take off — licence |
roth_conversion_tax_cost | Licence | The federal and state tax a 2026 Roth conversion adds, its share of the amount converted and the cost of the next $1,000; the room left in the bracket and below the next IRMAA tier; flags for an IRMAA tier crossing, the tax torpedo and the senior-deduction phase-out |
qcd_tax_savings | Licence | A 2026 gift made as a qualified charitable distribution compared with the same gift in cash: the federal and state tax and the IRMAA surcharge saved |
irmaa_check | Free | The Medicare IRMAA tier a MAGI sets: the official 2026 tier and the 2027 and 2028 tiers on projected tables (labelled projected), with the monthly Part B and Part D surcharge per person, the annual total, and the distance to the next tier |
social_security_taxable_amount | Licence | How much of 2026 Social Security is taxable, the tax the benefits cost, the marginal rate on the next dollar of other income and where the household sits in the tax torpedo |
capital_gains_tax | Licence | The 2026 federal and state tax on short- and long-term gains or losses given other income: the room left in the 0% band and before the net investment income tax, the loss deducted and carried to 2027, and, given harvest_loss, the tax a harvested loss saves |
estimated_tax_payments_2026 | Licence | The 2026 safe-harbor required payment and per-installment amount, the four due dates, the Form 2210 underpayment and penalty for the payments as made, and, with the January installment open, the amount still due and the penalty if it is paid as an estimate, withheld in December or not paid |
aca_premium_tax_credit | Free 2027 benchmark and cliff; licence for the credit | For 2027 coverage: the county benchmark premium from the CMS plan-year-2027 files, the poverty line, the 400% cliff income and the headroom below it — free; the 2027 credit and the credit lost by being $1 over the cliff — licence. For 2026 coverage: the credit at the state-level or a given benchmark, the expected contribution, the Medicaid and coverage-gap regimes and the cliff — licence |
All twenty-two are read-only: they compute and return, and change nothing. Inputs are not kept after the run, except that a failed request is kept for two days to diagnose it.
What comes back with every number
A success rate is meaningless without its assumptions, and a summary will drop a caveat it was not handed explicitly. So each result states:
- the return model that actually ran — reported by the engine, not by the request;
- the number of paths and the real trial count behind the rate;
- the income it assumed, including when it assumed none;
- whether a correlation matrix had to be adjusted before running;
- a plain warning when a run is not precise enough to show a client;
- for the tax-aware tool: the spending convention (after tax — what the household keeps), every default assumed for an input that was not given, and the tax items the engine does not model.
- for the every-state ranking: the engine versions, the federal tax it used for every state, the county taxes the state figures include, and every default assumed (spouse's age, how a couple's income is split, a private pension).
- for the 2026 tax calculators: every default assumed for an input that was not given, what is projected rather than published (the 2027 and 2028 IRMAA tables, a 2027 tax year), and that the figure is an estimate, not tax advice.
Licence key
Optional. Without one, projections run at 2,000 paths (the 95% interval around a success rate is about ±1.5 points) and the tax-aware tool returns the first retirement year of its year-by-year schedule. A QuantCalc PRO key raises that to 10,000 paths (about ±0.7) and returns the full schedule. The tax engine inside the projections — withdrawal order, Roth conversions, state tax — needs no key.
The 2026 tax tools run on QuantCalc's licensed federal and state tax APIs and need a PRO or Tax Season Pass key: estimate_2026_tax_return, state_tax_in_every_state, calculate_2026_income_tax, pretax_contribution_savings, business_deduction_tax_savings, roth_conversion_tax_cost, qcd_tax_savings, social_security_taxable_amount, capital_gains_tax, estimated_tax_payments_2026, the tax part of calculate_rmd and the credit in aca_premium_tax_credit. Without a key they compute nothing and name the free web page for the same question (for example https://quantcalc.app/2026-tax-return-calculator/). irmaa_check, the RMD itself, the 2027 ACA benchmark, cliff and headroom, the retirement-plan contribution limit by age, the IRA deduction and Roth limit worksheets, and the standard deduction amount are free; the tax each of those saves needs a key. optimize_social_security_claiming needs a PRO key. The same key also unlocks the portfolio optimizer, glide paths, custom capital market assumptions and multi-period planning in the QuantCalc app. Those features are not tools in this plugin.
Set it in the plugin's configuration. It is sent as a connection header and never passes through the conversation.