Finance Toolkit
de JerBouma
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Computadora o nube★ 5496MITActualizado ayer
Instalar
QuantCalc Retirement Engine
Resumen
Descripción del creador (original en inglés)
Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.
Los tres pilares de PopNx MCP
Estos tres nunca se combinan en una sola puntuación: las opiniones, las mediciones y la popularidad son cosas distintas.
- Opinión de usuariosiAún no hay reseñasLas reseñas se abrirán junto con las cuentas en una etapa posterior
- Nuestras revisiones básicasi1 de 1 superadasRevisado con información pública; el código aún no se ha escaneado
- UsoiAún sin medir★ –
Qué puedes hacer con él
Todavía no escribimos un resumen sencillo para este. Abajo están los datos que leímos del registro.
- Conexión: Se ejecuta en la nube
- Transporte: Streamable HTTP
- Categoría: Contabilidad, finanzas e impuestos
Instalación
Elige la app de IA que usas y copia la configuración.
Antes de instalar
- Revisiones básicas: 1 de 1 superadas
- Se ejecuta en el servidor del creador: lo que le pidas pasa por su servidor.
- El registro no indica ninguna clave que completar.
Necesitas
- Se ejecuta en la nubeNo hay nada que instalar; se conecta por internet
¿Qué app usas?
Elige tu app arriba. La recordamos, así que la próxima vez el botón dirá “Instalar en …”.
Funciona en Claude para web, escritorio y móvil:
- Abre Settings → Connectors
- Presiona Add custom connector
- Pega la dirección de abajo y presiona Add
- Si te pide iniciar sesión, inicia sesión en el servicio del creador
https://mcp.quantcalc.appEjecuta esto en tu terminal
claude mcp add --transport http retirement-engine https://mcp.quantcalc.appO copia la configuración tú
Pégalo en .cursor/mcp.json de tu proyecto, o en ~/.cursor/mcp.json
{
"mcpServers": {
"retirement-engine": {
"url": "https://mcp.quantcalc.app"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
O copia la configuración tú
Pégalo en .vscode/mcp.json de tu proyecto
{
"servers": {
"retirement-engine": {
"type": "http",
"url": "https://mcp.quantcalc.app"
}
}
}Tu navegador te pide permiso para abrir la app; luego la app muestra la configuración y te pide confirmar. Los valores de las claves quedan vacíos para que los completes tú.
ChatGPT solo se conecta a servidores en internet:
- Abre ChatGPT en la web → Settings → Connectors (Apps)
- Presiona Create o Add (en algunos planes primero hay que activar Developer mode en Advanced)
- Pega la dirección de abajo, ponle un nombre y guarda
- Si te pide iniciar sesión, inicia sesión en el servicio del creador
https://mcp.quantcalc.appLos nombres de los menús pueden variar un poco según el plan y con el tiempo.
Tu elección se guarda en una cookie en este dispositivo; no necesitas cuenta.
Esta configuración se genera a partir de la ficha del creador en el registro. Si el README dice otra cosa, sigue el README.
Qué puede hacer
Todavía no hemos leído la lista de herramientas de este servidor; revisamos los endpoints por turnos.
Revisiones básicasi
Revisamos información que cualquiera puede ver; no hemos leído el código. Las revisiones que no aplican no se cuentan. · Revisado el 6 nov 2026
- ✓ Superada
El creador coincide con el repo
El nombre en el registro se verificó con el dominio quantcalc.app (el registro comprueba quién es dueño del dominio)
- … Aún sin revisar
Sigue en mantenimiento
Todavía no hemos leído este repo en GitHub
- … Aún sin revisar
Tiene licencia
Todavía no hemos leído este repo en GitHub
- … Aún sin revisar
El endpoint responde
Aún sin revisar; revisamos los endpoints por turnos
- … Aún sin revisar
Inicio de sesión con OAuth
Aún sin revisar; revisamos los endpoints por turnos
- … Aún sin revisar
Sin instrucciones ocultas en las descripciones de herramientas
Aún sin revisar; leemos la lista de herramientas cuando revisamos el endpoint
Comparado con otros en Contabilidad, finanzas e impuestosi
- Más estrellas que el 0% de los otros 1720 servidores de esta categoría
- Publicado en el registro más recientemente que el 89% de los otros 1720 servidores de esta categoría
- Revisiones básicas iguales o mejores que el 100% de los otros 1720 servidores de esta categoría
Comparado con todos los servidores activos de esta categoría en el registro. Las estrellas solo cuentan cuando quien lo publica es dueño del repo.
Preguntas frecuentes
¿Es seguro QuantCalc Retirement Engine?
Superó 1 de 1 revisiones básicas aplicables. No hemos leído el código. Antes de agregar una clave o un token, revisa qué acceso pide el servidor y usa una clave que tenga solo los permisos que necesitas.
¿Qué claves o códigos necesita?
El registro no indica ninguna clave obligatoria, aunque algunos servidores te piden iniciar sesión la primera vez que los usas.
¿Se ejecuta en mi computadora o en la nube?
Se ejecuta en la nube del creador. Te conectas por internet sin instalar nada, pero lo que envías pasa por los servidores del creador.
¿Sigue en mantenimiento?
El repo de GitHub cambió por última vez –, y la última versión (1.8.0) llegó al registro hace 4 días.
¿Qué apps pueden usarlo?
Las apps compatibles con MCP, como Claude Desktop, Claude Code, Cursor y VS Code. Se conecta por URL, así que también funcionan las apps que aceptan servidores MCP remotos, como ChatGPT en modo desarrollador.
¿Qué puedo usar en su lugar?
En la misma categoría: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Alternativas
Servidores de la misma categoría hechos por otros creadores, ordenados por estrellas.
Cómo leer una tarjeta:★ Estrellas de GitHubiTres pilares: reseñas · revisiones · usoiActualizado = fecha en que se publicó la última versión en el registroi
SolidInvoice
de SolidInvoice
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Se ejecuta en la nube★ 981MITActualizado hace 7 días
Instalar
Korea Tax Calculator
de UpstageAI
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
Se ejecuta en tu computadora★ 97MITActualizado hoy
Instalar
README del creador
Abrir el README
Copiado tal cual del repo del creador. PopNx MCP no lo ha revisado ni lo respalda. Se quitaron HTML, imágenes y scripts. Los enlaces llevan fuera de este sitio.
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.
Priva
Solo se muestra el principio; lee el resto en el repo