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Retrieve annuity client data, calculate payouts, and generate analysis reports.
Copy the install command and let the AI configure it · recommended for beginners
No copy-paste install info for "mcp-annuities-server" yet — see the docs or source repo.
Please retrieve annuity data for client ID A102, summarize account performance, current payout status, and key risks, then generate an annual review suitable for client communication.
A clear annual client review including account performance, payout summary, and risk notes.
Based on the client's current annuity portfolio, calculate the estimated monthly payout for a 10-year term and a lifetime payout option, then compare the differences.
Estimated payout results for both options with a concise comparison.
Analyze the client's annuity portfolio allocation, explain return sources, concentration risks, and optimization suggestions, then format it as a formal report.
A formal portfolio analysis report with allocation insights, risk analysis, and optimization recommendations.
Access Savvly fund info, eligibility checks, comparisons, and payout projections.
Manage portfolios and analyze holdings, returns, penetration, and backtesting.
Query Wealthsimple promotions, help articles, service status, and news via MCP.
Provides UK financial adviser calculations to any MCP-capable client.
Let Claude access bank balances and transactions through a self-hosted Plaid server.
Perform math operations, solve equations, and support practical quantitative analysis tasks.