Financial planning,
answered by maths.
A deterministic financial toolkit your AI can actually use. Plan retirement, size a SIP, price a bond or hedge a portfolio — from a single plain-language question.
Calculators that think with you
The gap between “what should I do?” and a precise, sourced answer — closed.
Understands your story
Describe your situation in plain words. The advisor maps it to the right calculators and chains them — you never name a tool.
76 deterministic tools
Time value of money, loans, SIPs, bonds, derivatives, portfolio analytics and Indian small-savings. Exact maths — same inputs, same answer, every time.
Grounded in financial theory
Every formula traces to established financial mathematics: PPF, SSY, NSC, EMI, CAPM, bond duration and more.
Live market data
Real mutual-fund NAVs (AMFI), FX rates (ECB) and equity quotes (Yahoo) — fetched live, no API keys, nothing to configure.
Works everywhere
One connector URL plugs into Claude Desktop, Claude Code, Cursor, or any MCP-compatible client. Add it in under a minute.
Stateless & private
Pure calculations behind hardened, rate-limited APIs. Nothing about you is stored — every call is independent and reproducible.
From a sentence to a plan
You speak naturally. The server bridges intent to the exact calculation.
Tell it your situation
“I'm 30, earn ₹1L a month, spend ₹55k, pay a ₹20k home-loan EMI, and want to retire at 60.”
It picks and chains tools
create_financial_plan runs net-worth, cash-flow, emergency-fund, debt-to-income, risk profiling and a retirement gap.
You get a clear plan
A prioritised action plan with exact figures and the formula behind each — then drill into any calculator for detail.
One connector, every client
The same tools and answers in Claude Desktop, Claude Code, and your IDE.
- →Monthly SIP: ₹26,640
- →You invest ₹57.5L · wealth gained ₹1.42 Cr
Everything a personal-finance conversation needs
Thirteen categories of tools, from a first budget to portfolio risk-adjusted returns — all callable by your AI or right here in the browser.
Add it as a connector in 60 seconds
Point any MCP client at one streamable-HTTP endpoint — all 76 tools appear instantly.