Meridary for Agents

透過 MCP 進行美國退休建模：逐年預測、情境比較與退休年齡分析。遠端 Streamable HTTP 搭配 OAuth。付費分析需另購 Agent 訂閱。

造訪 meridary.com

託管 MCP 伺服器

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

可安裝到 Claude Code、Codex、Cursor 等客戶端

文件

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.

Privacy and retention · Terms · Methodology · Support

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