FinZot

ClaudeCommunityby FinZot

Build, edit and run detailed financial plans: cash flow, taxes, retirement timing, Roth conversions and Monte Carlo trials. Ask Claude about any year, account or tax line.

Details

Education

Listed Oct 8, 2026

by FinZot

finzot.com/

MCP endpoint: https://mcp.finzot.com/mcp · streamable-http

Available tools (18)

clone_plancreate_plandiscard_planedit_planimport_planlist_plansoptimize_roth_conversionspension_listpension_showplan_read_catplan_read_diffplan_read_searchpublish_planquery_resultsread_docsrestore_snapshotrun_projectionstart_session

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