MCP server CX Codex

Numeratica — financial planning MCP server for Claude Code

Q: How do I install Numeratica in Claude Code?

Run `claude mcp add mcp -e NUMERATICA_API_KEY= -- npx -y @numeratica/mcp`, replacing the placeholder with your API key.

Connect Claude Code to Numeratica’s financial API for retirement, tax and benefit calculations. Without an API key, you can browse the tool catalogue.

Install into Claude Code · Platform CLI All methods and platforms ↓

claude mcp add --env NUMERATICA_API_KEY=<NUMERATICA_API_KEY> --env NUMERATICA_BASE_URL=<NUMERATICA_BASE_URL> --env NUMERATICA_TIMEOUT_MS=<NUMERATICA_TIMEOUT_MS> --transport stdio numeratica-financial-planning-calculations -- npx -y @numeratica/mcp

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What Numeratica — financial planning calculations does

Numeratica forwards MCP requests to the financial-planning API and returns its responses to the client. Available calculations cover retirement Monte Carlo, Roth conversions, required minimum distributions (RMDs), taxes, IRMAA and Social Security. The server handles transport; the API supplies the calculation logic.

The client runs the package with npx, and Node.js 20 or later is required. Browsing the catalogue works without a key, but calculations require a free NUMERATICA_API_KEY. The key travels in the authorization header and is not logged. To add the server to Claude Code with a key, run:

What it helps with

model retirement outcomes with Monte Carlo
calculate Roth conversion scenarios
estimate required minimum distributions
check tax and IRMAA calculations
find available financial planning tools

Example prompts for the agent

Run a retirement Monte Carlo for someone retiring at 65.
Calculate Roth conversion scenarios for this plan.
Show me the available tax and benefit calculations.

How to install Numeratica — financial planning calculations

1Platform CLI

claude mcp add --env NUMERATICA_API_KEY=<NUMERATICA_API_KEY> --env NUMERATICA_BASE_URL=<NUMERATICA_BASE_URL> --env NUMERATICA_TIMEOUT_MS=<NUMERATICA_TIMEOUT_MS> --transport stdio numeratica-financial-planning-calculations -- npx -y @numeratica/mcp

Replace <…> with your own values

2Platform CLI: remote server

claude mcp add --transport http numeratica-financial-planning-calculations https://api.numeratica.com/mcp

1Platform CLI: remote server

codex mcp add numeratica-financial-planning-calculations --url https://api.numeratica.com/mcp

2Platform CLI

codex mcp add numeratica-financial-planning-calculations --env NUMERATICA_API_KEY=<NUMERATICA_API_KEY> --env NUMERATICA_BASE_URL=<NUMERATICA_BASE_URL> --env NUMERATICA_TIMEOUT_MS=<NUMERATICA_TIMEOUT_MS> -- npx -y @numeratica/mcp

Replace <…> with your own values

Config file

{
    "mcpServers": {
        "numeratica-financial-planning-calculations": {
            "url": "https://api.numeratica.com/mcp"
        }
    }
}

{
    "mcpServers": {
        "numeratica-financial-planning-calculations": {
            "command": "npx",
            "args": [
                "-y",
                "@numeratica/mcp"
            ],
            "env": {
                "NUMERATICA_API_KEY": "<NUMERATICA_API_KEY>",
                "NUMERATICA_BASE_URL": "<NUMERATICA_BASE_URL>",
                "NUMERATICA_TIMEOUT_MS": "<NUMERATICA_TIMEOUT_MS>"
            }
        }
    }
}

Replace <…> with your own values

Config file

{
    "servers": {
        "numeratica-financial-planning-calculations": {
            "type": "http",
            "url": "https://api.numeratica.com/mcp"
        }
    }
}

{
    "servers": {
        "numeratica-financial-planning-calculations": {
            "type": "stdio",
            "command": "npx",
            "args": [
                "-y",
                "@numeratica/mcp"
            ],
            "env": {
                "NUMERATICA_API_KEY": "<NUMERATICA_API_KEY>",
                "NUMERATICA_BASE_URL": "<NUMERATICA_BASE_URL>",
                "NUMERATICA_TIMEOUT_MS": "<NUMERATICA_TIMEOUT_MS>"
            }
        }
    }
}

Replace <…> with your own values

1Platform CLI: remote server

gemini mcp add -t http numeratica-financial-planning-calculations https://api.numeratica.com/mcp

2Platform CLI

gemini mcp add -e NUMERATICA_API_KEY=<NUMERATICA_API_KEY> -e NUMERATICA_BASE_URL=<NUMERATICA_BASE_URL> -e NUMERATICA_TIMEOUT_MS=<NUMERATICA_TIMEOUT_MS> numeratica-financial-planning-calculations npx -y @numeratica/mcp

Replace <…> with your own values

Step by step, with commands for each platform: How to add an MCP server to Claude Code, Codex, Cursor, VS Code, Gemini CLI and more