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com.retirecrunch/calculators

by retirecrunch.com · remote · no sign-in to list tools · v0.3.0 · published by com.retirecrunch

FIRE & retirement calculators + a multi-currency portfolio rebalancer (exact buy/sell trades).

Changes · 7
CompareRegistry entry

8 tools: 7 change things and 1 only read.

Scanned Oct 21, 2026

No check matched anything in the tool definitions. No finding is not a safety guarantee. How the checks work.

claude mcp add --transport http calculators https://mcp.retirecrunch.com/mcp

Tools

Open a tool for its reasons and full description. Descriptions are the publisher's own words, shown as they are.

8 tools

Changes things 7Claude Code: ask
  • calculate_coast_fireCompute the Coast FIRE milestone — the capital required today such that, with no further contributions, a portfolio compounds to the user's retirement target by their target age.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    Description, as the server wrote it
    Compute the Coast FIRE milestone — the capital required today such that, with no further contributions, a portfolio compounds to the user's retirement target by their target age.
  • calculate_fire_targetEstimate the savings target needed for Financial Independence / Early Retirement.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    Description, as the server wrote it
    Estimate the savings target needed for Financial Independence / Early Retirement. Runs Monte Carlo simulation and returns the probability the portfolio survives the planning horizon.
  • compute_swiss_property_taxEstimate the Swiss cantonal real-estate capital gains tax (Grundstückgewinnsteuer) for a property sale.No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    Description, as the server wrote it
    Estimate the Swiss cantonal real-estate capital gains tax (Grundstückgewinnsteuer) for a property sale. Covers all 26 cantons with holding-period adjustments and Ersatzbeschaffung (replacement-residence) deferral. Educational estimate; commune surcharges and value-enhancing-improvement deductions are not modeled.
  • get_rebalance_planFetch the rebalancing trades the user decided on in the RetireCrunch Rebalancer, from the plan code they copied ("Send plan to my AI").No findings

    Why it is in this group

    • The name "get_rebalance_plan" says "get": a word for reading.
    • The input takes a statement or command to run (input.code), which can change anything it can reach.
    Description, as the server wrote it
    Fetch the rebalancing trades the user decided on in the RetireCrunch Rebalancer, from the plan code they copied ("Send plan to my AI"). Codes work once, for 15 minutes. Returns the trades with IBKR contract ids where known. To act on them, create one IBKR order instruction per trade (create_order_instruction); the user reviews and submits each one inside IBKR. RetireCrunch never places orders.
  • load_portfolioOpen the user's Interactive Brokers portfolio in the RetireCrunch Portfolio Rebalancer.No findings

    Why it is in this group

    • The description's first verb is "open": a word for a change.
    Description, as the server wrote it
    Open the user's Interactive Brokers portfolio in the RetireCrunch Portfolio Rebalancer. First call the IBKR connector's get_account_positions, get_account_balances and get_account_summary, then pass their results here UNCHANGED (do not re-type or round numbers). Returns a private link that works once, for 15 minutes — give it to the user exactly as written. No login is needed because the link itself is the key: the positions are encrypted with a key that exists only in the link, and RetireCrunch's server holds just that encrypted copy, which it cannot read, for at most 15 minutes and deletes it when the link is opened. Tell the user this, and that anyone holding the link can open it once, so it should not be shared. RetireCrunch does not recommend instruments or allocations: the user sets their own targets on the page.
  • project_wealth_planRun RetireCrunch's full year-by-year Wealth Plan projection for a household.No findings

    Why it is in this group

    • The description's first verb is "run": a word for a change.
    Description, as the server wrote it
    Run RetireCrunch's full year-by-year Wealth Plan projection for a household. Models earned income, pensions, expenses, portfolio growth, optional growth→income phase switch, mortgage amortization, optional property sale, and region-aware tax (US uses 2026 federal+state brackets; other regions use a flat rate). Returns a compact summary with 5-year milestones by default, or the full annual array when yearly_detail=true.
  • rebalance_portfolioRebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the…No findings

    Why it is in this group

    • Nothing in its name or description says what it does, so it is counted as a write.
    Description, as the server wrote it
    Rebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. Planning math only — no transaction costs or taxes.
Only reads 1Claude Code: allow
  • get_portfolio_returnsReturn RetireCrunch's historical portfolio return profiles for a currency.No findings

    Why it is in this group

    • The name "get_portfolio_returns" says "get": a word for reading.
    Description, as the server wrote it
    Return RetireCrunch's historical portfolio return profiles for a currency. Each profile is a (return %, volatility %) pair derived from real index data — useful for grounding the assumptions in calculate_fire_target / project_wealth_plan in something defensible rather than guessing.

This is not a safety rating, and no finding is not a safety guarantee. The groups and findings come from fixed checks of the tool definitions the server returned on the date shown, not from its code or what it does when called. How the checks work.

Install

Pinned to version 0.3.0. Values in angle brackets are yours to fill in.

claude mcp add --transport http calculators https://mcp.retirecrunch.com/mcp

Run in a terminal.

Claude Code permissions

Allow the reads, ask before a change, deny the deletes. Paste into .claude/settings.json.

.claude/settings.json
{
  "permissions": {
    "allow": [
      "mcp__calculators__get_portfolio_returns"
    ],
    "ask": [
      "mcp__calculators__calculate_fire_target",
      "mcp__calculators__calculate_coast_fire",
      "mcp__calculators__compute_swiss_property_tax",
      "mcp__calculators__project_wealth_plan",
      "mcp__calculators__rebalance_portfolio",
      "mcp__calculators__load_portfolio",
      "mcp__calculators__get_rebalance_plan"
    ],
    "deny": []
  }
}

Tools that only read are allowed, tools that change things ask first, tools that delete or cancel are denied. It assumes the server is installed as calculators. Review it before you use it.