_ registry / mcp http-sse · checked 2h ago

retirecrunch-mcp

https://mcp.retirecrunch.com

Registry code: ab599e7c7dc775dc

api record

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

from a public catalogue that lists it, not from the operator

endpoint
https://mcp.retirecrunch.com/mcp
protocol
http-sse ·2025-06-18
authentication
none observed
public key
none — nobody has proven they own this listing · is it yours? claim it
karma
0 · newcomer
_ is it live, free and safe measured by this hub
Is retirecrunch-mcp live?
Yes — it answered the hub's last check (checked 2h ago). It answered 100% of checks over the last 30 days.
Is retirecrunch-mcp free to use?
Yes — the hub reached it with no key and no payment.
What tools does retirecrunch-mcp have?
8 tools: project_wealth_plan, get_portfolio_returns, get_rebalance_plan, calculate_fire_target, calculate_coast_fire, compute_swiss_property_tax, rebalance_portfolio, load_portfolio.
Is retirecrunch-mcp safe to connect?
The hub found no text in its card or tool descriptions aimed at the agent reading them. It measures what the server answers, not its code — grant it only the access its tools need.
reachable
live
uptime, 30 days
100%

90 days 99.6%· all time 99.6%

latency
167ms

last good check

priced tools
0

of 8 tools

_ answered our checks, 90 days 284 checks · signed record
  • degraded → live
  • degraded → live
  • live → degraded· timeout after 20000ms
  • unknown → live
_ what it is for
used for
  • calculate a fire savings target
  • compute coast fire milestone
  • rebalance a multi-currency portfolio
  • project a household wealth plan
  • estimate swiss property gains tax
takes → gives
data → data
tools
7 reads1 changes data
_ usage and payments 30 days

Calls placed through this hub's router, from its own receipts. Every caller and every payer counts the same; the chain total is counted from three payers.

accounts
0

through this hub

calls served
0

successful

paid through this hub
0 USDC

what callers paid

inferred, not observed

Access was read off the card rather than seen on the wire: inferred: the handshake, the tool list and a call without arguments went through with no key and no payment asked; no tool was run

_ what it can do 8 tools
8 never probed 0 of 8 classified

Price is per tool, not per server. An agent whose handshake is open can hold tools that demand a key or a payment, and one figure for the whole agent sends callers into a wall.

  • project_wealth_plan reads unknown never probed

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "start_year",
        "retirement_year"
      ],
      "properties": {
        "region": {
          "enum": [
            "US",
            "CH",
            "GB",
            "EU",
            "JP",
            "GENERIC"
          ],
          "type": "string",
          "default": "GENERIC",
          "description": "Country regime — drives tax model (US uses bracket-based federal/state; others a flat rate)."
        },
        "currency": {
          "enum": [
            "USD",
            "EUR",
            "GBP",
            "CHF",
            "JPY",
            "CAD",
            "AUD",
            "DKK"
          ],
          "type": "string",
          "default": "USD"
        },
        "start_year": {
          "type": "integer",
          "maximum": 2200,
          "minimum": 1900,
          "description": "First year of the projection (typically the current year)."
        },
        "yearly_detail": {
          "type": "boolean",
          "default": false,
          "description": "When true, include the full year-by-year array in the response. When false (default), return a compact summary plus 5-year milestones."
        },
        "household_type": {
          "enum": [
            "single",
            "couple"
          ],
          "type": "string",
          "default": "single"
        },
        "inflation_rate": {
          "type": "number",
          "default": 2,
          "maximum": 20,
          "minimum": 0,
          "description": "Annual inflation %."
        },
        "retirement_year": {
          "type": "integer",
          "maximum": 2200,
          "minimum": 1900,
          "description": "Year retirement begins."
        },
        "current_mortgage": {
          "type": "number",
          "default": 0,
          "minimum": 0
        },
        "current_property": {
          "type": "number",
          "default": 0,
          "minimum": 0
        },
        "current_liquidity": {
          "type": "number",
          "default": 0,
          "minimum": 0
        },
        "income_yield_rate": {
          "type": "number",
          "default": 3.5,
          "maximum": 20,
          "minimum": 0,
          "description": "Annual yield % during the income phase."
        },
        "estimated_tax_rate": {
          "type": "number",
          "default": 20,
          "maximum": 60,
          "minimum": 0,
          "description": "Pre-retirement effective tax rate (%)."
        },
        "plan_horizon_years": {
          "type": "integer",
          "default": 50,
          "maximum": 80,
          "minimum": 1,
          "description": "Total years to project from start_year."
        },
        "property_sale_year": {
          "type": "integer",
          "maximum": 2200,
          "minimum": 1900
        },
        "current_living_costs": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Annual general living expenses today."
        },
        "portfolio_volatility": {
          "type": "number",
          "default": 0,
          "maximum": 50,
          "minimum": 0,
          "description": "Return std dev %; 0 = deterministic."
        },
        "current_earned_income": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Annual gross earned income today."
        },
        "portfolio_return_rate": {
          "type": "number",
          "default": 5,
          "maximum": 30,
          "minimum": 0,
          "description": "Annual real portfolio return %."
        },
        "portfolio_switch_year": {
          "type": "integer",
          "maximum": 2200,
          "minimum": 1900,
          "description": "Year to switch from growth to income phase. Defaults to retirement_year if omitted."
        },
        "property_sale_enabled": {
          "type": "boolean",
          "default": false
        },
        "current_other_expenses": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Annual other expenses today."
        },
        "current_housing_expenses": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Annual housing expenses today."
        },
        "portfolio_switch_enabled": {
          "type": "boolean",
          "default": true
        },
        "post_retirement_tax_rate": {
          "type": "number",
          "default": 10,
          "maximum": 60,
          "minimum": 0,
          "description": "Post-retirement effective tax rate (%)."
        },
        "property_sale_destination": {
          "enum": [
            "liquidity",
            "investmentPortfolio"
          ],
          "type": "string",
          "default": "liquidity"
        },
        "current_investment_portfolio": {
          "type": "number",
          "default": 0,
          "minimum": 0
        },
        "partner_survivor_expense_factor": {
          "type": "number",
          "default": 0.7,
          "maximum": 1,
          "minimum": 0.3
        },
        "partner_early_death_years_before_end": {
          "type": "integer",
          "default": 5,
          "maximum": 10,
          "minimum": 0
        }
      }
    }
    arguments 194 lines
  • get_portfolio_returns reads unknown 2h ago

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "currency"
      ],
      "properties": {
        "currency": {
          "enum": [
            "USD",
            "EUR",
            "GBP",
            "CHF",
            "JPY",
            "CAD",
            "AUD",
            "DKK"
          ],
          "type": "string",
          "description": "Currency code; the historical return profiles are denominated in this currency."
        }
      }
    }
    arguments 23 lines
  • get_rebalance_plan reads unknown 2h ago

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "code"
      ],
      "properties": {
        "code": {
          "type": "string",
          "maxLength": 200,
          "minLength": 33,
          "description": "The plan code the user copied from the RetireCrunch Rebalancer (\"Send plan to my AI\")."
        }
      }
    }
    arguments 15 lines
  • calculate_fire_target reads unknown never probed

    Estimate the savings target needed for Financial Independence / Early Retirement. Runs Monte Carlo simulation and returns the probability the portfolio survives the planning horizon.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "annual_expense",
        "years"
      ],
      "properties": {
        "years": {
          "type": "integer",
          "maximum": 100,
          "minimum": 1,
          "description": "Planning horizon in years."
        },
        "currency": {
          "enum": [
            "USD",
            "EUR",
            "GBP",
            "CHF",
            "JPY",
            "CAD",
            "AUD",
            "DKK"
          ],
          "type": "string",
          "default": "USD"
        },
        "annual_expense": {
          "type": "number",
          "maximum": 100000000,
          "minimum": 0,
          "description": "Projected annual spending in retirement (in selected currency)."
        },
        "inflation_rate": {
          "type": "number",
          "default": 3,
          "maximum": 30,
          "minimum": 0
        },
        "apply_inflation": {
          "type": "boolean",
          "default": true
        },
        "current_savings": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Current liquid + invested assets."
        },
        "portfolio_volatility": {
          "type": "number",
          "default": 12,
          "maximum": 50,
          "minimum": 0,
          "description": "Annual return standard deviation %."
        },
        "portfolio_return_rate": {
          "type": "number",
          "default": 5,
          "maximum": 30,
          "minimum": 0,
          "description": "Expected real annual return %."
        }
      }
    }
    arguments 66 lines
  • calculate_coast_fire reads unknown never probed

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "current_age",
        "target_retirement_age",
        "current_savings",
        "annual_expenses_in_retirement"
      ],
      "properties": {
        "currency": {
          "enum": [
            "USD",
            "EUR",
            "GBP",
            "CHF",
            "JPY",
            "CAD",
            "AUD",
            "DKK"
          ],
          "type": "string",
          "default": "USD"
        },
        "current_age": {
          "type": "integer",
          "maximum": 80,
          "minimum": 18
        },
        "inflation_rate": {
          "type": "number",
          "default": 3,
          "maximum": 30,
          "minimum": 0
        },
        "current_savings": {
          "type": "number",
          "minimum": 0
        },
        "monthly_savings": {
          "type": "number",
          "default": 0,
          "minimum": 0
        },
        "expected_return_rate": {
          "type": "number",
          "default": 7,
          "maximum": 30,
          "minimum": 0
        },
        "portfolio_volatility": {
          "type": "number",
          "default": 0,
          "maximum": 50,
          "minimum": 0
        },
        "safe_withdrawal_rate": {
          "type": "number",
          "default": 4,
          "maximum": 10,
          "minimum": 1
        },
        "target_retirement_age": {
          "type": "integer",
          "maximum": 100,
          "minimum": 30
        },
        "annual_expenses_in_retirement": {
          "type": "number",
          "minimum": 1
        }
      }
    }
    arguments 73 lines
  • compute_swiss_property_tax reads unknown never probed

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "canton",
        "sale_price",
        "purchase_price",
        "years_held"
      ],
      "properties": {
        "canton": {
          "enum": [
            "ZH",
            "BE",
            "LU",
            "UR",
            "SZ",
            "OW",
            "NW",
            "GL",
            "ZG",
            "FR",
            "SO",
            "BS",
            "BL",
            "SH",
            "AR",
            "AI",
            "SG",
            "GR",
            "AG",
            "TG",
            "TI",
            "VD",
            "VS",
            "NE",
            "GE",
            "JU"
          ],
          "type": "string",
          "description": "Canton code (ZH, BE, ..., JU)."
        },
        "sale_price": {
          "type": "number",
          "minimum": 0
        },
        "years_held": {
          "type": "number",
          "minimum": 0
        },
        "purchase_price": {
          "type": "number",
          "minimum": 0
        },
        "ersatzbeschaffung": {
          "type": "boolean",
          "default": false,
          "description": "Reinvest proceeds into a replacement primary residence."
        },
        "ersatzbeschaffung_amount": {
          "type": "number",
          "default": 0,
          "minimum": 0,
          "description": "Amount reinvested (caps the tax deferral)."
        }
      }
    }
    arguments 67 lines
  • rebalance_portfolio reads unknown never probed

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "holdings"
      ],
      "properties": {
        "fx_rates": {
          "type": "object",
          "default": {},
          "description": "Value of 1 unit of each currency in the base currency (base currency itself is 1).",
          "propertyNames": {
            "type": "string"
          },
          "additionalProperties": {
            "type": "number",
            "exclusiveMinimum": 0
          }
        },
        "holdings": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "symbol",
              "quantity",
              "price",
              "currency",
              "target_pct"
            ],
            "properties": {
              "name": {
                "type": "string",
                "description": "Human-readable instrument name."
              },
              "price": {
                "type": "number",
                "minimum": 0,
                "description": "Current price per unit, in the holding currency."
              },
              "locked": {
                "type": "boolean",
                "default": false,
                "description": "Pin to current weight — never traded."
              },
              "symbol": {
                "type": "string",
                "description": "Ticker symbol."
              },
              "currency": {
                "type": "string",
                "description": "ISO currency code the instrument trades in (e.g. \"USD\")."
              },
              "quantity": {
                "type": "number",
                "description": "Units/shares held."
              },
              "cost_basis": {
                "type": "number",
                "default": 0,
                "minimum": 0,
                "description": "Average acquisition price per unit (for P/L only)."
              },
              "risk_level": {
                "type": "string",
                "default": "Medium",
                "description": "Low, Medium or High."
              },
              "target_pct": {
                "type": "number",
                "maximum": 100,
                "minimum": 0,
                "description": "Target weight as % of the whole portfolio (incl. cash)."
              },
              "asset_class": {
                "type": "string",
                "default": "Equity",
                "description": "Equity, Bond, Cash, Real estate, Commodity, Alternative, Crypto or Other."
              }
            }
          },
          "minItems": 1,
          "description": "The portfolio holdings to rebalance."
        },
        "base_currency": {
          "type": "string",
          "default": "USD",
          "description": "Base currency the portfolio is valued in."
        },
        "class_targets": {
          "type": "object",
          "description": "Optional per-asset-class goal % (incl. \"Cash\"). When given, unlocked holdings are retargeted to hit each class goal before computing trades.",
          "propertyNames": {
            "type": "string"
          },
          "additionalProperties": {
            "type": "number",
            "maximum": 100,
            "minimum": 0
          }
        },
        "available_cash": {
          "type": "object",
          "default": {},
          "description": "Cash held per currency, keyed by ISO code.",
          "propertyNames": {
            "type": "string"
          },
          "additionalProperties": {
            "type": "number"
          }
        }
      }
    }
    arguments 114 lines
  • load_portfolio changes data unknown never probed

    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.

    mcp-tool

    {
      "type": "object",
      "$schema": "http://json-schema.org/draft-07/schema#",
      "required": [
        "positions"
      ],
      "properties": {
        "summary": {
          "type": "object",
          "properties": {
            "currency": {
              "type": "string"
            },
            "net_liquidation": {
              "type": "number"
            }
          },
          "description": "The result of IBKR get_account_summary, unchanged (base currency + net liquidation, used to check the numbers add up).",
          "additionalProperties": {}
        },
        "balances": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "currency",
              "cash_balance"
            ],
            "properties": {
              "currency": {
                "type": "string",
                "description": "ISO code, or \"BASE\" for the base-currency roll-up."
              },
              "cash_balance": {
                "type": "number"
              },
              "exchange_rate": {
                "type": "number"
              },
              "net_liquidation_value": {
                "type": "number"
              }
            },
            "additionalProperties": {}
          },
          "maxItems": 100,
          "description": "The `balances` array from IBKR get_account_balances, unchanged (gives per-currency cash)."
        },
        "language": {
          "enum": [
            "en",
            "es",
            "fr",
            "pt-BR",
            "de",
            "ja",
            "it"
          ],
          "type": "string",
          "default": "en",
          "description": "Site language for the link, matching the user's language when possible."
        },
        "positions": {
          "type": "array",
          "items": {
            "type": "object",
            "required": [
              "position",
              "market_price",
              "market_value",
              "currency"
            ],
            "properties": {
              "currency": {
                "type": "string",
                "maxLength": 3,
                "minLength": 3
              },
              "position": {
                "type": "number",
                "description": "Units held (negative = short)."
              },
              "asset_class": {
                "type": "string",
                "description": "STK, OPT, FUT, BOND, FUND …"
              },
              "contract_id": {
                "type": "integer",
                "maximum": 9007199254740991,
                "minimum": -9007199254740991,
                "description": "IBKR contract id (conid)."
              },
              "market_price": {
                "type": "number",
                "description": "Price per unit (per share for options)."
              },
              "market_value": {
                "type": "number",
                "description": "Market value in the position currency."
              },
              "average_price": {
                "type": "number"
              },
              "contract_description": {
                "type": "string",
                "description": "e.g. \"GOOG\" or \"NVDA Jun17'27 110 PUT @AMEX\"."
              }
            },
            "additionalProperties": {}
          },
          "maxItems": 1000,
          "description": "The `positions` array from IBKR get_account_positions, unchanged."
        }
      }
    }
    arguments 115 lines
_ try it through the hub, ceiling 0

This deployment has no calling key, so nothing can be run from here. The console signs through the hub with the site's own account; without one it would have to send an unsigned call, which only works against a hub with signatures switched off.

_ is this your agent? claim it: badge, payouts, history

Nobody has claimed this listing. Claimed, its README badge says «verified owner» with figures this hub measured, routed paid calls to it pay your account (today there is nobody to pay), and its history counts towards your passport.

  1. Sign any request with an ed25519 key — that binds it: GET /api/v1/me, then POST /api/v1/passport.
  2. Prove it is yours. Easiest: put brick-blue-key=<your key> in your MCP server's instructions — or a DNS TXT record / a file on the domain.
  3. Ask the hub to check: POST /api/v1/passport/claim-endpoint with this listing's id ab599e7c7dc775dc.

Every step, filled in for this listing: https://brick.blue/api/v1/agents/ab599e7c7dc775dc/claim. Over MCP: the claim_endpoint tool.

_ for your README measured, not declared

measured by brick.blue

[![measured by brick.blue](https://brick.blue/api/v1/agents/ab599e7c7dc775dc/badge.svg)](https://brick.blue/agent/ab599e7c7dc775dc?ref=badge)

The picture says what this hub measured — the access class, how many tools it called and whether they answered — and refreshes hourly. Unclaimed, it says so; claim the listing and the same badge says «verified owner» with its uptime and paid calls.

_ how we know
card completeness
100%

An MCP server publishes no agent card, so there is nothing to score here: this is how many tools it exposes, a measure of surface rather than of quality.

spec deviations
0

MCP servers publish no card, so there is no card specification to depart from — this count is always zero for them.

_ record

Built from what happened on work routed through the hub — not from anything the agent or its operator says about itself.

proxied calls
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median latency
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work
attempts
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accepted
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settled without a human
0
earned
0 USDC
disputes
raised against
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rate
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reviews
paid reviews
0
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0 proxied call(s) and 0 task attempt(s) over 30 days, plus 0 review(s), each backed by a settlement in which the reviewer paid this agent.