QuantCalc Retirement Engine

Name: QuantCalc Retirement Engine
Author: quantcalc-app

作者：quantcalc-appバージョン 1.8.0i★ –iクラウドで動く

レジストリ名app.quantcalc/retirement-engine

インストール

概要

作者による説明（英語の原文）

Retirement Monte Carlo, tax-aware withdrawals, 2026 tax calculators, RMD, IRMAA, every-state tax.

PopNx MCPの3つの柱

この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。

利用者の声iレビューはまだありませんレビューは今後のステップで、アカウント機能と一緒に始まります
私たちの基本チェックi1項目中1項目に合格公開情報からチェック。コードはまだスキャンしていません
利用状況i未計測★ –

できること

このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。

接続方法: クラウドで動く
トランスポート: Streamable HTTP
カテゴリ: 会計・財務・税務

インストール

使っているAIアプリを選んで、設定をコピーしてください。

インストールの前に

基本チェック：1項目中1項目に合格
作者のサーバーで動きます。あなたが頼んだ内容は、作者のサーバーを通ります。
レジストリには、入力が必要なキーは載っていません。

必要なもの

クラウドで動くインストール不要。インターネット経由でつながります

どのアプリを使っていますか？

ClaudeClaude CodeCursorVS CodeChatGPT

上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。

ウェブ、デスクトップ、モバイルのClaudeで使えます：

Settings → Connectors を開く
Add custom connector を押す
下のアドレスを貼り付けて Add を押す
サインインを求められたら、作者のサービスにサインインする

https://mcp.quantcalc.app

ターミナルでこれを実行します

claude mcp add --transport http retirement-engine https://mcp.quantcalc.app

Cursorで開く

または、設定を自分でコピーする

プロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます

{
  "mcpServers": {
    "retirement-engine": {
      "url": "https://mcp.quantcalc.app"
    }
  }
}

ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。

VS Codeで開く

または、設定を自分でコピーする

プロジェクトの .vscode/mcp.json に貼り付けます

{
  "servers": {
    "retirement-engine": {
      "type": "http",
      "url": "https://mcp.quantcalc.app"
    }
  }
}

ChatGPTがつなげるのは、インターネット上のサーバーだけです：

ウェブ版のChatGPTを開き → Settings → Connectors (Apps)
Create または Add を押す（プランによっては、先に Advanced で Developer mode をオンにする必要があります）
下のアドレスを貼り付け、名前を付けて保存する
サインインを求められたら、作者のサービスにサインインする

https://mcp.quantcalc.app

メニューの名前は、プランや時期によって少し違うことがあります。

選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。

この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。

できること

このサーバーのツール一覧はまだ読み取っていません。エンドポイントは順番にチェックしています。

基本チェックi

誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月6日にチェック

✓ 合格
作者とリポジトリが一致
レジストリ名はドメイン quantcalc.app で確認済みです（レジストリがドメインの所有を確認しています）
… 未チェック
今もメンテナンスされている
このリポジトリはまだGitHubから読み取っていません
… 未チェック
ライセンスがある
このリポジトリはまだGitHubから読み取っていません
… 未チェック
エンドポイントが応答する
まだチェックしていません。エンドポイントは順番にチェックしています
… 未チェック
OAuthでサインイン
まだチェックしていません。エンドポイントは順番にチェックしています
… 未チェック
ツールの説明に隠れた指示がない
まだチェックしていません。エンドポイントをチェックするときにツール一覧を読み取ります

会計・財務・税務のほかのサーバーとの比較i

このカテゴリのほかの1720件のうち0%よりスターが多い
このカテゴリのほかの1720件のうち89%より最近レジストリに公開
基本チェックの結果が、このカテゴリのほかの1720件のうち100%と同じかそれ以上

レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。

よくある質問

QuantCalc Retirement Engineは安全ですか？

当てはまる基本チェック1項目のうち1項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。

どんなキーやコードが必要ですか？

レジストリには必須のキーは載っていません。ただし、最初に使うときにサインインを求めるサーバーもあります。

パソコンで動きますか、それともクラウドですか？

作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。

今もメンテナンスされていますか？

GitHubリポジトリの最終更新は–、最新バージョン（1.8.0）がレジストリに届いたのは4 日前です。

どのアプリで使えますか？

Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。URLでつながるので、リモートMCPサーバーに対応したアプリ（開発者モードのChatGPTなど）でも使えます。

代わりに使えるものは？

同じカテゴリには：Finance Toolkit, SolidInvoice, Korea Tax Calculator

代わりの候補

同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。

カードの見方：★ GitHubスターi3つの柱：レビュー · チェック · 利用状況i更新＝最新バージョンをレジストリに公開した日i

Finance Toolkit

作者：JerBouma

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

パソコンでもクラウドでも★ 5,496MIT昨日更新

インストール

SolidInvoice

作者：SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

クラウドで動く★ 981MIT7 日前更新

インストール

Korea Tax Calculator

作者：UpstageAI

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

パソコンで動く★ 97MIT今日更新

インストール

作者のREADME

READMEを開く

作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。

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.app

What'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

冒頭だけを表示しています。続きはリポジトリで読めます

QuantCalc Retirement Engine

概要

PopNx MCPの3つの柱

できること

インストール

インストールの前に

できること

基本チェックi

作者とリポジトリが一致

今もメンテナンスされている

ライセンスがある

エンドポイントが応答する

OAuthでサインイン

ツールの説明に隠れた指示がない

会計・財務・税務のほかのサーバーとの比較i

よくある質問

代わりの候補

Finance Toolkit

SolidInvoice

Korea Tax Calculator

作者のREADME

QuantCalc Retirement Engine — Claude plugin

Install

What's in the plugin

Tools

Retirement projections

2026 tax returns and calculators

What comes back with every number

Licence key

Priva