{"apiVersion":"v1","directorySlug":"appleseedplanner-mcp-36ac7ca2a3","title":"Appleseed Planner","description":"Tired of FIRE calculators and expensive advisors? Get an advisor-grade plan in 5 minutes with a 1-click Epiphany Engine for your biggest what-if questions.","pageUrl":"https://www.mcpbundles.com/skills/appleseedplanner-mcp-36ac7ca2a3","connectPath":"importable","connectAction":"import_server","catalogListing":false,"bundleSlug":null,"listingKind":"remote_mcp","kind":"provider","transportUrl":"https://appleseedplanner.com/mcp","hostedMcpUrl":null,"toolCount":6,"toolInventoryStatus":"observed","refreshedAt":"2026-11-03T13:26:00.516172+00:00","registryName":"com.appleseedplanner/appleseedplanner-mcp-36ac7ca2a3","registryVersion":"2026.11.3","registryEligible":true,"tools":[{"name":"create_plan","description":"Start a new Appleseed financial plan from what the user said, run it, and return the success rate, every input used, and a link to the full plan. Send ONLY values the user stated; never invent one. Ask for age, when they want to stop working, investments, income and spending first if missing, and in that same first round ask about their home (rent or own, the home's value, and the monthly rent or mortgage payment). If they don't answer about the home, run without it. Anything else left out is fi","inputSchema":{"type":"object","required":["current_age","retirement_age","invested_assets","annual_income","annual_spending"],"properties":{"state":{"type":"string"},"spouse":{"type":"object","required":["age"],"properties":{"age":{"type":"integer"},"elder_care":{"type":"boolean"},"annual_income":{"type":"number"},"retirement_age":{"type":"integer"},"social_security_monthly":{"type":"number"}}},"housing":{"type":"object","properties":{"type":{"enum":["rent","own_outright","mortgage"],"type":"string"},"home_value":{"type":"number"},"monthly_rent":{"type":"number"},"mortgage_balance":{"type":"number"},"mortgage_rate_pct":{"type":"number"},"mortgage_years_left":{"type":"integer"},"monthly_mortgage_payment":{"type":"number"}}},"accounts":{"type":"array","items":{"type":"object","required":["type","amount"],"properties":{"type":{"enum":["Pre-Tax 401k","Traditional IRA","Roth 401k","Roth IRA"],"type":"string"},"owner":{"enum":["self","spouse"],"type":"string"},"amount":{"type":"number"}}}},"children":{"type":"array","items":{"type":"object","required":["age"],"properties":{"age":{"type":"integer"},"name":{"type":"string"},"college":{"enum":["none","low","medium","high","elite"],"type":"string"}}}},"elder_care":{"type":"boolean"},"current_age":{"type":"integer"},"plan_to_age":{"type":"integer"},"cash_savings":{"type":"number"},"annual_income":{"type":"number"},"retirement_age":{"type":"integer"},"annual_spending":{"type":"number"},"invested_assets":{"type":"number"},"concentrated_stock":{"type":"object","properties":{"amount":{"type":"number"},"ticker":{"type":"string"},"gain_pct":{"type":"number"},"company_name":{"type":"string"}}},"investment_gain_pct":{"type":"number"},"annual_healthcare_cost":{"type":"number"},"social_security_monthly":{"type":"number"}}},"title":"Start a plan","logicalName":"create_plan","displayName":"Start a plan","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"edit_plan_inputs","description":"Fix or add inputs on a plan, in place, then re-run it. Use for corrections and new facts (\"we own the house outright\", \"add a $100K renovation next year\"). For what-ifs use change_plan instead. Sections and field names are exactly those in the plan's `inputs`: assets, incomes, expenses, housing, housingTransitions, healthcare, socialSecurity, milestones, vehicles, profile, assumptions, strategy. To update or remove an item give its `id`, or its `item` name (for healthcare and socialSecurity use","inputSchema":{"type":"object","required":["plan_link","edits"],"properties":{"edits":{"type":"array","items":{"type":"object","required":["section"],"properties":{"id":{"type":"integer"},"item":{"type":"string"},"values":{"type":"object"},"section":{"enum":["assets","incomes","expenses","housing","housingTransitions","healthcare","socialSecurity","milestones","vehicles","profile","assumptions","strategy"],"type":"string"},"operation":{"enum":["update","add","remove"],"type":"string"}}}},"plan_id":{"type":"integer"},"plan_link":{"type":"string"}}},"title":"Correct or add plan inputs","logicalName":"edit_plan_inputs","displayName":"Correct or add plan inputs","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"change_plan","description":"Run one of Appleseed's what-if actions or stress tests on a plan. It makes a new plan next to the original and returns the new success rate and `what_changed`. Tell the user what changed, from what to what, every time. What each action does and the parameters it takes are in `what_ifs` in the create_plan and get_plan replies. Name-pattern parameters match the item names in `inputs`.","inputSchema":{"type":"object","required":["plan_link","action"],"properties":{"action":{"enum":["profile_change_retirement_age","profile_change_life_expectancy","profile_delay_retirement_by_years","profile_bring_forward_retirement_by_years","profile_set_retirement_age_to_fra","assumption_adjust_general_investment_return","assumption_adjust_general_inflation_rate","assumption_set_investment_mode_to_preset","assumption_adjust_housing_appreciation_rate","assumption_adjust_healthcare_cost_increase_rate","assumption_toggle_two_phase_retirement_returns","asset_reclassify_cash_to_investment","income_adjust_income_growth_rate","income_set_401k_to_max","income_change_duration","expense_adjust_amount","expense_eliminate","expense_delay_by_years","milestone_adjust_cost_percentage","milestone_change_timing","milestone_change_college_funding_level","vehicle_adjust_replacement_cycle_duration","vehicle_change_vehicle_cost_tier_at_replacement","vehicle_model_no_vehicle_after_age","healthcare_select_medicare_plan_strategy","healthcare_select_pre_medicare_coverage_strategy","ss_change_claiming_age","ss_adjust_fra_benefit_estimate_by_percentage","ss_toggle_invest_growth_flag","strategy_set_surplus_investment_account","strategy_set_rmd_destination","strategy_configure_dynamic_spending","housing_upgrade_home_by_percentage","housing_add_downsize_later_transition","epiphany_model_downsize","epiphany_payoff_mortgage_now","epiphany_make_it_work","epiphany_layoff_stress_test_init","epiphany_layoff_stress_test_update","epiphany_dot_com_bubble_stress_test","epiphany_invest_cash_hysa","epiphany_invest_cash_market","epiphany_invest_cash_triple_threat"],"type":"string"},"plan_id":{"type":"integer"},"plan_link":{"type":"string"},"parameters":{"type":"object"},"new_plan_name":{"type":"string"}}},"title":"Run a what-if or stress test","logicalName":"change_plan","displayName":"Run a what-if or stress test","annotations":{"untrustedContentHint":true,"readOnlyHint":true}},{"name":"get_year_detail","description":"Rows of the plan's year-by-year table for a range of years: income, expenses, taxes, draws from savings and assets. At most 15 years per call.","inputSchema":{"type":"object","required":["plan_link","from_year","to_year"],"properties":{"plan_id":{"type":"integer"},"to_year":{"type":"integer"},"from_year":{"type":"integer"},"plan_link":{"type":"string"}}},"title":"Year-by-year detail","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_year_detail","displayName":"Year-by-year detail"},{"name":"get_plan","description":"The full result for one plan: success rate, boost options, key years and every input, plus `edit_guide` and `what_ifs`. Call it first when a chat starts with an existing plan link.","inputSchema":{"type":"object","required":["plan_link"],"properties":{"plan_id":{"type":"integer"},"plan_link":{"type":"string"}}},"title":"Get a plan","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"get_plan","displayName":"Get a plan"},{"name":"list_plans","description":"Every plan under this plan link: the original and each what-if, with success rates.","inputSchema":{"type":"object","required":["plan_link"],"properties":{"plan_link":{"type":"string"}}},"title":"List plans","annotations":{"readOnlyHint":true,"untrustedContentHint":true},"logicalName":"list_plans","displayName":"List plans"}],"toolSource":"directory_preview","agentAction":"both","installLinks":[{"id":"cursor","label":"Cursor","href":"cursor://anysphere.cursor-deeplink/mcp/install?name=Appleseed-Planner&config=eyJ1cmwiOiAiaHR0cHM6Ly9hcHBsZXNlZWRwbGFubmVyLmNvbS9tY3AifQ%3D%3D"},{"id":"vscode","label":"VS Code","href":"vscode:mcp/install?%7B%22name%22%3A%22Appleseed-Planner%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fappleseedplanner.com%2Fmcp%22%7D"},{"id":"vscode-insiders","label":"VS Code Insiders","href":"vscode-insiders:mcp/install?%7B%22name%22%3A%22Appleseed-Planner%22%2C%22type%22%3A%22http%22%2C%22url%22%3A%22https%3A%2F%2Fappleseedplanner.com%2Fmcp%22%7D"},{"id":"claude-web","label":"Claude.ai","href":"https://claude.ai/customize/connectors?modal=add-custom-connector&connectorName=Appleseed+Planner&connectorUrl=https%3A%2F%2Fappleseedplanner.com%2Fmcp"},{"id":"codex","label":"Codex","copyText":"codex mcp add \"Appleseed-Planner\" --url \"https://appleseedplanner.com/mcp\""},{"id":"chatgpt","label":"ChatGPT","href":"https://www.mcpbundles.com/docs/integrations/chatgpt"}],"catalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/appleseedplanner-mcp-36ac7ca2a3","callUrl":"https://www.mcpbundles.com/api/directory/v1/servers/appleseedplanner-mcp-36ac7ca2a3/tools/{tool}","mcpServerUrl":"https://appleseedplanner.com/mcp","liveCatalogUrl":"https://www.mcpbundles.com/api/directory/v1/servers/appleseedplanner-mcp-36ac7ca2a3?live=1"}