INDIVIDUAL MCP TOOL

analyze_rebalancing_trades

Cross-account, tax-aware rebalance trade generator.

planfi.appnone authenticationAvailability not checked

Input schema

{}

Potential side effects detected · medium confidence · heuristic, not a guarantee.

CONNECT WITH APPROVAL

Review this server and its permissions before adding it. Secret placeholders must be set locally.

Codex

~/.codex/config.toml

[mcp_servers.planfi-app]
url = "https://ai.planfi.app/mcp"
enabled = true

Claude Code

.mcp.json

{
  "mcpServers": {
    "planfi-app": {
      "type": "http",
      "url": "https://ai.planfi.app/mcp"
    }
  }
}

Claude Desktop

Settings → Connectors → Add custom connector

Name: planfi-app
Remote MCP URL: https://ai.planfi.app/mcp

Add this remote URL as a custom connector in Claude Desktop. Availability depends on the user plan and workspace policy.

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "planfi-app": {
      "url": "https://ai.planfi.app/mcp"
    }
  }
}

Visual Studio Code

.vscode/mcp.json

Add to Visual Studio Code

{
  "servers": {
    "planfi-app": {
      "type": "http",
      "url": "https://ai.planfi.app/mcp"
    }
  }
}

Generic MCP

Client-specific MCP configuration

{
  "name": "planfi-app",
  "transport": "streamable-http",
  "url": "https://ai.planfi.app/mcp"
}

MCP Inspector

Run the official MCP Inspector locally and enter the indexed Streamable HTTP endpoint.

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generate_financial_insights — Run PlanFi's 50+ rule insights engine against a financial plan.
generate_action_plan — Transform a financial plan into a structured, time-boxed action plan.
compare_plans — Compare 2–4 FIRE scenarios side by side against a single base plan.
run_backtesting — Run historical backtesting against 150+ years of Shiller S&P 500 data (1871–present), evaluating the plan across every rolling historical market window including the Great Depression, 1970s stagflation, dot-com crash, and 2008.
analyze_roth_conversion — Build a year-by-year Roth conversion ladder for the early-retirement gap (after work income stops, before RMDs/Social Security begin).
analyze_withdrawal_strategy — Model the decumulation (retirement spend-down) phase across three account types — taxable brokerage, traditional/pre-tax, and Roth — and compare withdrawal-ordering strategies.
analyze_rmd — Project Required Minimum Distributions (RMDs) for a traditional/pre-tax balance and surface the Roth-conversion runway and the "tax torpedo." Returns when RMDs begin (age 73, or 75 if born 1960+ per SECURE 2.0), the conversion-runway years before they start, the first RMD amount and IRS Uniform Lifetime divisor, lifetime RMD total and federal tax, the peak RMD, and a year-by-year schedule — all in today's (real) dollars.