mcp server

Numeratica — financial planning calculations

Deterministic US financial planning: retirement Monte Carlo, Roth conversion, RMD, tax, IRMAA, SS

Description as published by the maintainer. Source

version 0.1.5
active

active — Most recent push to the repository was 2026-07-28.

What this server can do

76 functions, named and described by the server itself. Parameter names are shown because they say more about what a function does than its name usually does.

annuity(age, sex, premium, start_age, second_age, second_sex, payout_type, assumed_rate, survivor_pct, target_income, period_certain_years): Annuity. Numeratica POST /v1/annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
benefits_dependent_care(tax_year, filing_status, ordinary_income, qualifying_count, marginal_tax_rate, fsa_contribution_limit, dependent_care_expenses): Benefits dependent care. Numeratica POST /v1/benefits/dependent-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
benefits_health_plan(ppo, hdhp, hsa_contribution, employer_hsa_seed, marginal_tax_rate, ppo_fsa_contribution, expected_medical_spend): Benefits health plan. Numeratica POST /v1/benefits/health-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
capital_market_assumptions(assets, correlation, default_correlation): Capital market assumptions. Numeratica POST /v1/capital-market-assumptions — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
cashflow_npv_irr(rate, cashflows, dated_cashflows): Cashflow npv irr. Numeratica POST /v1/cashflow/npv-irr — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
college_savings(current_savings, expected_return, years_in_college, annual_cost_today, college_start_age, current_child_age, tuition_inflation): College savings. Numeratica POST /v1/college-savings — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
contribution_limits(age, tax_year, compensation, hsa_coverage, prior_year_wages, employer_match_rate, hsa_contribution_ytd, ira_contribution_ytd, elective_deferral_ytd, employer_match_cap_pct): Contribution limits. Numeratica POST /v1/contribution-limits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
debt_payoff(debts, strategy, monthly_budget): Debt payoff. Numeratica POST /v1/debt-payoff — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
debt_vs_invest(seed, loan_balance, extra_monthly, horizon_years, marginal_rate, annual_fee_rate, expected_return, num_simulations, loan_annual_rate, return_volatility, interest_deductible, loan_minimum_payment): Debt vs invest. Numeratica POST /v1/debt-vs-invest — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_529_to_roth(year, balance, beneficiary_age, account_age_years, recent_contributions, lifetime_rolled_already, other_ira_contributions, beneficiary_earned_income): Education 529 to roth. Numeratica POST /v1/education/529-to-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_aid_estimate(award_year, parent_agi, family_size, student_agi, single_parent, student_assets, cost_of_attendance, parent_cash_savings, parent_earned_income, parent_filing_status, parent2_earned_income, parent_untaxed_income, student_earned_income, parent_income_tax_paid, parent_investments_net, student_untaxed_income, student_income_tax_paid, parent_business_farm_worth): Education aid estimate. Numeratica POST /v1/education/aid-estimate — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_student_loan(agi, state, dependents, family_size, loan_balance, interest_rate, pursuing_pslf, guideline_year, loan_before_2014, standard_term_months): Education student loan. Numeratica POST /v1/education/student-loan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
education_student_loan_refi(federal, refi_rate, discount_rate, refi_term_months): Education student loan refi. Numeratica POST /v1/education/student-loan-refi — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_espp(shares, sale_price, discount_pct, offering_date_price, purchase_date_price): Equity comp espp. Numeratica POST /v1/equity-comp/espp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso(shares, tax_year, sale_price, strike_price, filing_status, fmv_at_exercise, ordinary_income, other_amt_preference_items): Equity comp iso. Numeratica POST /v1/equity-comp/iso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso_amt_capacity(tax_year, strike_price, filing_status, fmv_at_exercise, ordinary_income, other_amt_preference_items): Equity comp iso amt capacity. Numeratica POST /v1/equity-comp/iso-amt-capacity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_iso_schedule(tax_year, fmv_at_start, strike_price, total_shares, filing_status, horizon_years, annual_amt_budget, annual_fmv_growth, annual_income_growth, annual_ordinary_income): Equity comp iso schedule. Numeratica POST /v1/equity-comp/iso-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_nso(shares, tax_year, strike_price, filing_status, fmv_at_exercise, other_ordinary_income): Equity comp nso. Numeratica POST /v1/equity-comp/nso — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_nua(tax_year, ltcg_rate, cost_basis, sale_price, growth_rate, market_value, discount_rate, filing_status, years_to_sale, marginal_ordinary_rate): Equity comp nua. Numeratica POST /v1/equity-comp/nua — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_rsu(shares, tax_year, fmv_at_vest, filing_status, other_ordinary_income): Equity comp rsu. Numeratica POST /v1/equity-comp/rsu — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
equity_comp_section_83b(shares, tax_year, price_paid, fmv_at_vest, fmv_at_grant, filing_status, other_ordinary_income): Equity comp section 83b. Numeratica POST /v1/equity-comp/section-83b — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
goal_funding(years, annual_return, target_amount, current_savings, periods_per_year, contributions_at_beginning): Goal funding. Numeratica POST /v1/goal-funding — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
healthcare_aca_optimize(age, state, tax_year, base_income, roth_balance, filing_status, spending_need, household_size, taxable_balance, deferred_balance, tax_exempt_interest, taxable_gain_fraction, benchmark_annual_premium): Healthcare aca optimize. Numeratica POST /v1/healthcare/aca-optimize — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
healthcare_costs(age, magi, state, coverage_year, filing_status, household_size, benchmark_annual_premium): Healthcare costs. Numeratica POST /v1/healthcare-costs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
inflation_adjust(years, amount, direction, annual_rate): Inflation adjust. Numeratica POST /v1/inflation-adjust — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
inherited_ira(years, tax_year, other_income, filing_status, target_bracket, annual_rmd_floor, inherited_balance, account_growth_rate, other_income_schedule): Inherited ira. Numeratica POST /v1/inherited-ira — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_disability_needs(marginal_tax_rate, ssdi_offsets_group, gross_annual_income, ssdi_monthly_benefit, employer_paid_premium, employer_group_fraction, employer_group_monthly_max, essential_monthly_expenses, individual_monthly_benefit, target_replacement_fraction): Insurance disability needs. Numeratica POST /v1/insurance/disability-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_life_needs(debts, real_return, annual_income, education_fund, emergency_fund, final_expenses, existing_assets, mortgage_balance, effective_tax_rate, years_to_retirement, income_replace_years, survivor_annual_income, existing_life_insurance, income_replace_fraction, self_consumption_fraction): Insurance life needs. Numeratica POST /v1/insurance/life-needs — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
insurance_long_term_care(current_age, discount_rate, premium_years, annual_premium, care_start_age, care_cost_inflation, care_duration_years, policy_benefit_years, policy_annual_benefit, annual_care_cost_today, policy_benefit_inflation): Insurance long term care. Numeratica POST /v1/insurance/long-term-care — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
ira_eligibility(age, magi, tax_year, compensation, filing_status, spouse_covered, elective_deferral, employer_contributions, covered_by_workplace_plan, plan_allows_mega_backdoor): Ira eligibility. Numeratica POST /v1/ira-eligibility — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
loan_amortization(principal, annual_rate, term_months, include_schedule, extra_monthly_payment): Loan amortization. Numeratica POST /v1/loan/amortization — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
longevity(age, sex, second_age, second_sex, health_adjustment, second_health_adjustment): Longevity. Numeratica POST /v1/longevity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
medicare_irmaa(magi, irmaa_year, filing_status): Medicare IRMAA: Part B and Part D income-related monthly adjustment by tier, plus headroom to the next tier. MAGI uses the 2-year lookback; filing_status is single/mfj/mfs.
medicare_late_enrollment_penalty(year, projection_years, part_b_months_late, part_d_months_late): Medicare late enrollment penalty. Numeratica POST /v1/medicare/late-enrollment-penalty — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_affordability(pmi_rate, hoa_monthly, term_months, back_end_dti, down_payment, annual_income, front_end_dti, interest_rate, monthly_debts, insurance_rate, property_tax_rate): Mortgage affordability. Numeratica POST /v1/mortgage/affordability — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_points(points, base_rate, loan_amount, term_months, buydown_rate): Mortgage points. Numeratica POST /v1/mortgage/points — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_refinance(new_rate, current_rate, closing_costs, current_balance, new_term_months, roll_in_closing_costs, current_remaining_months): Mortgage refinance. Numeratica POST /v1/mortgage/refinance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_rent_vs_buy(inflation, home_price, hoa_monthly, rent_growth, down_payment, monthly_rent, mortgage_rate, insurance_rate, loan_term_months, maintenance_rate, closing_cost_rate, home_appreciation, investment_return, property_tax_rate, selling_cost_rate, holding_period_months, renters_insurance_monthly): Mortgage rent vs buy. Numeratica POST /v1/mortgage/rent-vs-buy — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
mortgage_term_comparison(long_rate, short_rate, loan_amount, long_term_months, investment_return, short_term_months): Mortgage term comparison. Numeratica POST /v1/mortgage/term-comparison — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
pension_lump_sum_vs_annuity(end_age, cola_rate, current_age, survivor_pct, discount_rate, lump_sum_offer, monthly_pension, survivor_end_age): Pension lump sum vs annuity. Numeratica POST /v1/pension/lump-sum-vs-annuity — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
portfolio_glidepath(method, end_age, final_age, rule_base, end_equity, glide_type, current_age, equity_floor, final_equity, start_equity, equity_ceiling, retirement_age): Portfolio glidepath. Numeratica POST /v1/portfolio/glidepath — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
portfolio_rebalance(band, holdings, tax_aware, withdrawal, new_contribution): Portfolio rebalance. Numeratica POST /v1/portfolio/rebalance — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_accumulation_projection(seed, years, accounts, inflation, glide_path, current_age, annual_fee_rate, escalation_rate, expected_return, num_simulations, return_volatility, employer_match_rate, employer_match_limit): Retirement accumulation projection. Numeratica POST /v1/retirement/accumulation-projection — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_backdoor_roth(age, tax_year, filing_status, existing_basis, conversion_amount, elective_deferrals, pretax_ira_balance, plan_after_tax_limit, employer_contributions, nondeductible_contribution): Retirement backdoor roth. Numeratica POST /v1/retirement/backdoor-roth — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_hsa(age, years, coverage, tax_year, marginal_rate, current_balance, expected_return, months_eligible, annual_contribution, use_last_month_rule): Retirement hsa. Numeratica POST /v1/retirement/hsa — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_monte_carlo(seed, assets, end_age, inflation, rebalance, glide_path, current_age, correlations, spending_rule, retirement_age, annual_fee_rate, annual_spending, current_balance, expected_return, num_simulations, guaranteed_income, return_volatility, annual_contribution): Monte Carlo retirement projection: probability of not running out of money over a horizon, with percentile balance bands. Deterministic given a seed (returned in the result).
retirement_qlac(age, sex, tax_year, start_age, birth_year, assumed_rate, qlac_premium, account_balance): Retirement qlac. Numeratica POST /v1/retirement/qlac — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_rmd(age, table, birth_year, second_age, account_balance): Required Minimum Distribution: prior-year-end balance divided by the IRS distribution period. Uniform Lifetime by default; Single Life (inherited/beneficiary) via table=single.
retirement_savings_target(seed, end_age, inflation, current_age, other_income, retirement_age, annual_fee_rate, current_savings, expected_return, num_simulations, withdrawal_rate, return_volatility, target_annual_income, success_probability_target): Retirement savings target. Numeratica POST /v1/retirement/savings-target — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_self_employed(age, tax_year, net_profit, existing_w2_deferrals): Retirement self employed. Numeratica POST /v1/retirement/self-employed — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_sepp(age, interest_rate, account_balance): Retirement sepp. Numeratica POST /v1/retirement/sepp — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_survivor_scenario(spouse_a, spouse_b, tax_year, on_medicare, deceased_spouse, shared_ordinary_income): Retirement survivor scenario. Numeratica POST /v1/retirement/survivor-scenario — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_withdrawal_sequencing(age, strategy, tax_year, birth_year, filing_status, spending_need, state_tax_rate, bracket_ceiling, taxable_balance, tax_free_balance, tax_deferred_balance, other_ordinary_income, other_qualified_income, taxable_cost_basis_fraction): Retirement withdrawal sequencing. Numeratica POST /v1/retirement/withdrawal-sequencing — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
retirement_withdrawal_strategy(seed, end_age, strategy, inflation, floor_mult, glide_path, current_age, guard_width, ceiling_mult, guard_adjust, initial_rate, annual_fee_rate, current_balance, expected_return, num_simulations, vpw_real_return, return_volatility): Dynamic retirement spending strategies over Monte Carlo paths: fixed_real, fixed_pct, guardrails (Guyton-Klinger), vpw, floor_and_ceiling. Returns the spending path, success probability, and ending bands.
roth_conversion(end_age, tax_year, birth_year, current_age, roth_balance, annual_return, filing_status, irmaa_tier_cap, state_tax_rate, target_bracket, external_return, conversion_end_age, tax_deferred_balance, other_ordinary_income, pay_tax_from_external, external_taxable_balance): Multi-year Roth conversion ladder (bracket-fill, IRMAA-aware) vs. a no-conversion baseline, with a year-by-year schedule and after-tax comparison. Optional pay-tax-from-external-funds.
roth_vs_traditional(years, expected_return, capital_gains_rate, invest_tax_savings, annual_contribution, current_marginal_rate, retirement_marginal_rate): Roth vs traditional. Numeratica POST /v1/roth-vs-traditional — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
savings_waterfall(age, magi, tax_year, compensation, hsa_coverage, filing_status, annual_savings, prior_year_wages, employer_match_rate, employer_match_cap_pct, covered_by_workplace_plan): Savings waterfall. Numeratica POST /v1/savings-waterfall — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
social_security(spouse, claim_age, cola_rate, birth_year, pia_monthly, discount_rate, longevity_age, annual_earnings, earnings_test_year, survivor_claim_age): Social Security claiming analysis (ages 62-70): monthly/lifetime benefit, breakeven, optimal claim age. Optional earnings test, spousal/survivor/divorced household, and COLA.
social_security_couple_claim(spouse_a, spouse_b, discount_rate): Social security couple claim. Numeratica POST /v1/social-security/couple-claim — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_asset_location(assets, tax_year, filing_status, taxable_income, taxable_balance, tax_advantaged_balance): Tax asset location. Numeratica POST /v1/tax/asset-location — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_bracket_room(tax_year, filing_status, taxable_income): Tax bracket room. Numeratica POST /v1/tax/bracket-room — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_estimate(qbi, state, wages, qbi_ubia, tax_year, salt_paid, include_amt, include_qbi, qbi_is_sstb, llc_expenses, qbi_w2_wages, senior_count, filing_status, force_itemize, state_tax_rate, include_credits, ordinary_income, aged_blind_count, other_dependents, qualified_income, adoption_expenses, itemized_deductions, qualifying_children, amt_preference_items, dependent_care_count, state_taxable_income, aotc_student_expenses, net_investment_income, adoption_special_needs, include_itemized_limit, qbi_reit_ptp_dividends, social_security_income, dependent_care_expenses, charitable_contributions, eitc_qualifying_children, retirement_contributions): Federal income tax estimate (2025/2026): ordinary brackets, standard/itemized deduction, LTCG stacking, NIIT, Additional Medicare; optional AMT (include_amt) and real per-state tax via the state field. filing_status is one of single/mfj/mfs/hoh.
tax_estimated_tax(tax_year, withholding, filing_status, prior_year_agi, prior_year_tax, underpayment_rate, estimated_payments, projected_current_tax): Tax estimated tax. Numeratica POST /v1/tax/estimated-tax — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_filing_status(spouse_a, spouse_b, tax_year): Tax filing status. Numeratica POST /v1/tax/filing-status — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_gain_harvesting(magi, tax_year, filing_status, realize_amount, taxable_income): Tax gain harvesting. Numeratica POST /v1/tax/gain-harvesting — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_liquidation_schedule(tax_year, objective, cost_basis, other_ltcg, growth_rate, market_value, filing_status, horizon_years, state_tax_rate, max_annual_gain, other_ordinary_income): Tax liquidation schedule. Numeratica POST /v1/tax/liquidation-schedule — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_marginal_map(state, tax_year, sweep_step, sweep_stop, include_aca, sweep_start, filing_status, include_irmaa, household_size, sweep_variable, ordinary_income, qualified_income, tax_exempt_interest, medicare_beneficiaries, benchmark_annual_premium, social_security_benefits): Tax marginal map. Numeratica POST /v1/tax/marginal-map — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_qcd_plan(age, tax_year, birth_year, ira_balance, filing_status, intended_gift, other_itemized, ordinary_income, qualified_income, tax_exempt_interest, medicare_beneficiaries, social_security_benefits): Tax qcd plan. Numeratica POST /v1/tax/qcd-plan — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_qsbs_exclusion(gain, basis, tax_year, other_income, filing_status, acquisition_date, holding_period_years, gross_assets_at_issuance): Tax qsbs exclusion. Numeratica POST /v1/tax/qsbs-exclusion — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_s_corp_salary(sstb, ubia, tax_year, max_salary, other_income, filing_status, state_tax_rate, business_net_income, reasonable_comp_floor): Tax s corp salary. Numeratica POST /v1/tax/s-corp-salary — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_social_security_benefits(other_income, filing_status, tax_exempt_interest, marginal_ordinary_rate, social_security_benefits): Tax social security benefits. Numeratica POST /v1/tax/social-security-benefits — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_state_income(age, state, tax_year, filing_status, pension_income, state_taxable_income, social_security_income): Tax state income. Numeratica POST /v1/tax/state-income — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_survivor_transition(tax_year, ordinary_income, qualified_income, conversion_amount, tax_exempt_interest, social_security_lower, social_security_higher, survivor_ordinary_income): Tax survivor transition. Numeratica POST /v1/tax/survivor-transition — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_tlh_benefit(tax_year, growth_rate, filing_status, taxable_income, harvestable_loss, offsettable_gains, reinvestment_years): Tax tlh benefit. Numeratica POST /v1/tax/tlh-benefit — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tax_w4_checkup(tax, ytd_withheld, prior_year_agi, prior_year_tax, pay_periods_remaining, per_paycheck_withholding): Tax w4 checkup. Numeratica POST /v1/tax/w4-checkup — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.
tvm(fv, pv, pmt, nper, rate, solve_for, payments_at_beginning): Tvm. Numeratica POST /v1/tvm — returns JSON with result_id, engine_version, and a not-advice disclaimer (seed echoed for reproducible Monte Carlo where applicable). See the input schema for the accepted fields.

Last successful function declaration observed on 2026-08-13. Source: https://api.numeratica.com/mcp. We list what the server declared; we do not call any of these functions.

Endpoint status observed on 2026-08-13. Source: https://api.numeratica.com/mcp.

Signals

These are separate measurements of different things. They are deliberately not combined into one score, because a popularity number that mixes website traffic with saves and stars cannot be checked or acted on.

Signal	Value	What it measures	Window	Observed	Source
GitHub stars	0	Number of GitHub accounts that bookmarked this repository since it was created. It is a bookmark count, not installs, not active users and not quality.	cumulative, all time	2026-08-06	GitHub
Last commit	2026-07-28	Date of the most recent push to any branch. This is the strongest cheap indicator of whether the project is still maintained.	point in time	2026-08-06	GitHub
Open issues	1	Open issues plus open pull requests, as GitHub counts them together. A high number can mean an active project or an abandoned one.	as of fetch	2026-08-06	GitHub
Package downloads	146 downloads	Package downloads from the npm registry in this window. Includes continuous integration runs, mirrors and automated installs, so it overstates the number of human users.	2026-07-30 to 2026-08-05	2026-08-06	npm
Latest published version	0.1.5	Latest version string the maintainer published to the registry.	as of fetch	2026-07-28	Model Context Protocol
Registry record last updated	2026-07-28	When the registry record was last updated by its maintainer.	point in time	2026-07-28	Model Context Protocol
License	MIT	Licence GitHub detected in the repository. Detection can be wrong; the LICENSE file is authoritative.	as of fetch	2026-08-06	GitHub
First listed in the MCP Registry	2026-07-28	Date this server was first published to the official MCP Registry. Not a usage or quality measure.	point in time	2026-07-28	Model Context Protocol
repository status	active	The repository exists on GitHub and is not archived. This says nothing about how recently it was worked on.	as of fetch	2026-08-06	GitHub
mcp tools declared	76 tools	Number of functions the server itself declared when asked to list them. This is what the server offers an agent, not a measure of how well any of them work.	as of probe	2026-08-09	api.numeratica.com
mcp endpoint status	ok	The server listed 76 functions when asked.	as of probe	2026-08-13	api.numeratica.com

Where to get it

Related, by what their authors tagged them

io.github.dma9527/irs-taxpayer — last commit 2026-02-24, shares retirement, tax
39 tax tools for US taxpayers: federal/state tax, credits, deductions, retirement. All local.
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io.github.abhinandansethi/lr-labs — last commit 2026-08-02, shares tax
Deterministic cross-border tax engine: PE, GAAR and Indian TP computed from compiled law. No LLM.
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Russian tax calculators (VAT, USN, NDFL) and FNS fiscal-status checks via MCP.
MCP Fiscal Brasil — last commit 2026-08-04, shares tax
Ferramentas fiscais brasileiras: CNPJ, NF-e, IBS/CBS, ICMS, Simples Nacional, NCM/CFOP. Sem API key.
io.github.gabrielmahia/kra-mcp — last commit 2026-07-18, shares tax
MCP server for Kenya Revenue Authority tax workflows and information
GST Validator — last commit 2026-06-11, shares tax
Validate Indian GSTINs locally (Verhoeff), extract PAN, identify issuing state.
HSN Classifier — last commit 2026-06-11, shares tax
Look up Indian HSN and GST codes by description or product name (4,676 entries).
io.github.haiiibin/acb-tax-mcp — last commit 2026-07-30, shares tax
Canadian ACB and capital gains: average-cost, per-disposition gains, superficial-loss detection.

These share tags the maintainers applied themselves, such as retirement, tax, finance. Common tags like "mcp" or "ai" are ignored for this: agreeing with six hundred other projects is not a similarity.

This is not a recommendation and not a test result. It is a map of what the authors said their work is about.

How the author describes it

Topics the maintainer set on GitHub: agent, finance, llm-tools, mcp, model-context-protocol, numeratica, retirement, tax.

This record as data

Every field on this page, with its source and observation date, is in the catalog JSON. Fetch the whole kind at once instead of parsing this HTML.

GET /api/v1/entries/mcp_server.json