Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
9 deterministic IRS tax, RMD, Roth, Solo 401k, Form 1040, TALS, Estate & SBLOC calculators.
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
适用于网页版、桌面版和手机版 Claude:
https://cleveralpha-calculators.vercel.app/api/mcp在终端中运行这条命令
claude mcp add --transport http calculators https://cleveralpha-calculators.vercel.app/api/mcp粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"calculators": {
"url": "https://cleveralpha-calculators.vercel.app/api/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"calculators": {
"type": "http",
"url": "https://cleveralpha-calculators.vercel.app/api/mcp"
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
ChatGPT 只能连接互联网上的服务器:
https://cleveralpha-calculators.vercel.app/api/mcp菜单名称可能因套餐和版本不同而略有差异。
你的选择通过 Cookie 保存在这台设备上,无需账户。
这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
工具名称和描述与服务器在 2026年11月6日 报告的完全一致。这些内容由作者撰写,不是我们写的;我们以纯文本形式显示。
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
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册中心没有列出源代码仓库,因此无法将发布者(www.cleveralpha.com)与代码对应起来
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
在 242 毫秒内响应(HTTP 200)
无需登录
已读取 9 个工具描述,未发现针对 AI 的隐藏指令
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 3 项适用的基础检查中通过了 2 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
注册中心没有列出必需的密钥,不过有些服务器会在首次使用时要求你登录。
它在作者的云端运行。通过互联网连接,无需安装,但你发送的内容会经过作者的服务器。
GitHub 仓库最后更新于–,最新版本(1.0.0)于4天前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接,所以接受远程 MCP 服务器的应用也可以使用,例如开启开发者模式的 ChatGPT。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间i
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.
仓库中没有找到 README