Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
9 deterministic IRS tax, RMD, Roth, Solo 401k, Form 1040, TALS, Estate & SBLOC calculators.
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
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Works in Claude on the web, desktop and mobile:
https://cleveralpha-calculators.vercel.app/api/mcpRun this in your terminal
claude mcp add --transport http calculators https://cleveralpha-calculators.vercel.app/api/mcpPaste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"calculators": {
"url": "https://cleveralpha-calculators.vercel.app/api/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"calculators": {
"type": "http",
"url": "https://cleveralpha-calculators.vercel.app/api/mcp"
}
}
}Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.
ChatGPT connects only to servers on the internet:
https://cleveralpha-calculators.vercel.app/api/mcpMenu names can differ slightly by plan and over time.
Your choice stays on this device in a cookie; no account needed.
These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Tool names and descriptions exactly as the server reported them on Nov 6, 2026. The maker wrote them, not us; we show them as plain text.
get_irs_statutory_parametersUse this tool whenever a user asks for official 2025, 2026, or projected 2027 IRS tax brackets, standard deduction amounts, the $6,000 OBBBA Sec. 70103 Senior Deduction phase-out, 401(k)/Solo 401(k)/SEP/IRA contribution and catch-up limits (including ages 60-63 SECURE 2.0 super c
calculate_rmd_and_tax_cliffsUse this tool whenever a user asks to calculate the account owner's own lifetime Required Minimum Distribution (RMD) for 2025, 2026, or 2027 (Uniform Lifetime Table III, or Joint Table II when the sole-beneficiary spouse is more than 10 years younger), the federal and state tax c
calculate_roth_conversionUse this tool whenever a user asks how much to convert from a Traditional/Rollover IRA to a Roth IRA, how to avoid crossing the next federal tax bracket or Medicare IRMAA cliff, how the IRC Sec. 408(d)(2) Pro-Rata rule affects a Backdoor Roth IRA, or how to model a $72,000 Mega B
compare_solo_401k_vs_sep_iraUse this tool whenever a self-employed business owner, freelancer, 1099 contractor, LLC, or S-Corporation owner asks to compare a Solo 401(k) against a SEP IRA, calculate maximum 2026 employee + employer contributions ($72,000 base / $80,000 age 50+ / $83,250 ages 60-63), solve f
simulate_form_1040_and_bracket_roomUse this tool whenever a user asks for a complete 2025, 2026, or 2027 Form 1040 federal tax return estimate, how much room they have left in their current marginal tax bracket, how much Long-Term Capital Gains they can harvest at 0% federal tax, whether they will breach the 2026
analyze_concentrated_stock_talsUse this tool whenever an investor or advisor asks how to diversify a concentrated low-basis stock position, evaluates a 130/30, 150/50, 200/100, or 300/200 Tax-Aware Long-Short (TALS) SMA (such as AQR, Cache, Brooklyn, or Neuberger Berman), wants to calculate TALS carrying costs
calculate_savers_credit_and_2027_matchUse this tool whenever a user asks about the IRS Form 8880 Retirement Savings Contributions Credit (Saver's Credit under IRC Sec. 25B), the new 2027 SECURE 2.0 50% Federal Treasury Saver's Match direct deposit (IRC Sec. 6433), the Form 8880 Line 4 prior-distribution reduction rul
analyze_estate_tax_and_stepupUse this tool whenever a user asks about federal or state estate taxes, the 2026 $15,000,000 Single / $30,000,000 Married OBBBA estate tax exemption, whether to gift appreciated stock/real estate during life (IRC Sec. 1015 carryover basis) vs. holding in a Revocable Living Trust
compare_sbloc_borrow_vs_sellUse this tool whenever a user needs cash liquidity (for a real estate purchase bridge, tax bill, tuition, or business investment) and asks whether they should sell appreciated stocks/ETFs (paying capital gains tax gross-up) or borrow against their portfolio using a Securities-Bac
We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 7, 2026
The registry lists no source repo, so we cannot match the publisher (www.cleveralpha.com) to the code
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
Responded in 242 ms (HTTP 200)
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Read 9 tool descriptions and found no hidden instructions to the AI
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
It passed 2 of 3 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.
The registry does not list a required key, though some servers ask you to sign in on first use.
It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.
The GitHub repo last changed –, and the latest version (1.0.0) reached the registry 4 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
No README found in the repo