Meridary for Agents

US retirement modeling through MCP: year-by-year projections, scenario comparisons, and retirement-age analysis. Remote Streamable HTTP with OAuth. Paid analyses require a separate Agent subscription.

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Hosted MCP Server

npx add-mcp 'https://www.meridary.com/mcp'

Installs into Claude Code, Codex, Cursor and more

Documentation

A financial planning engine for agent conversations

Meridary gives supported agents structured calculations, saved planning scenarios, and bounded simulations. The agent handles the conversation; Meridary runs the financial model and returns its assumptions and limitations.

Start with real work

Retirement readiness

A free, stateless assessment runs the real projection engine and exactly 250 seeded trials. It returns summary facts, a 95% sampling interval, applied defaults, and limitations. Meridary stores none of its inputs or results.

Required minimum distributions

The public 2026 RMD calculator is sourced to IRS Publication 590-B and requires neither an account nor a paid unit.

How paid use works

  1. Connect

    Your agent opens Meridary for sign-in and OAuth consent. The consent screen shows the callback destination and requested capabilities. Client names are supplied by the app, not verified publishers.

  2. Approve payment

    Subscribe for $29/month from your Agent account without a Claude connection. Approved Claude connections can also open checkout after you approve. You complete payment in Stripe; the agent never receives card details.

  3. Continue in the conversation

    Each paid invoice grants 50 analysis units. Up to 50 unused units roll into the next paid month, with a maximum balance of 100 and no overage charges.

Compatible MCP clients can connect using OAuth with dynamic registration or HTTPS client metadata. Claude listing is not required for access. OpenAI and other clients cannot access Meridary offer or checkout tools; host commerce permissions remain separate.

Data control and limitations

Agent profiles, plans, subscriptions, and units are isolated from the web planner. A purchase or saved plan in one product never appears in or unlocks the other.

Paid analyses store operational receipts, not financial inputs or projection results. You can ask the agent to delete a plan, delete all Agent current-finances data and plans, or cancel billing and delete the complete Agent account. Disconnect an individual client from your Agent account without deleting plans or canceling billing. Old tokens remain revoked after reconnecting; work already authorized may finish. Connected hosts may retain data they already received under their own privacy policies.

Meridary is a planning and modeling tool, not financial, investment, legal, or tax advice. Results depend on the information supplied and the stated assumptions.

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