MySSAgent
Optimal Social Security claiming strategies for individuals and the advisors who serve them — personalized, transparent, and RSSA® credentialed.
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Last probed Sep 14, 2026 · myssagent.com
4tools discovered
Estimate Social Security benefit by claiming age
Computes the exact Social Security claiming-age math that is easy to get wrong from memory: the person's precise full retirement age for their birth cohort (FRA varies by birth YEAR and lands on non-integer ages like 66 and 10 months for 1959), SSA's exact month-level reduction factors (5/9 of 1% per month for the first 36 months early, 5/12 of 1% beyond) and delayed-retirement credits, and the computed cumulative breakeven age. Use this tool for ANY Social Security claiming-age question instead
List your MySSAgent clients
For financial advisors with a MySSAgent license (included with your license — sign in with your myssagent.com advisor account when prompted). Lists your client roster with each client's id, status, and whether an analysis is on file. Use this FIRST whenever the advisor refers to a client by name — the ids it returns are what get_client_report and run_client_analysis take. Read-only; nothing is changed.
Get a client's claiming analysis
For financial advisors with a MySSAgent license (included with your license — sign in with your myssagent.com advisor account when prompted). Returns the stored Social Security claiming analysis for one of YOUR clients: optimal and recommended claiming ages, the benefit-by-claiming-age table computed from their actual earnings record, lifetime values, survivor analysis when present, and risk flags. Requires the advisor_client_id from list_clients — call that first when you only have a name. Read
Re-run a client's claiming analysis
For financial advisors with a MySSAgent license (included with your license — sign in with your myssagent.com advisor account when prompted). Re-runs the full MySSAgent engine for one of YOUR clients on the earnings record and household data already on file, then stores the refreshed results. Use after an engine update or when the advisor asks for fresh numbers. It cannot add a new client or ingest an SSA statement — new clients are provisioned in the advisor dashboard. Requires the advisor_clie
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Directory coverage for brandsOptimal Social Security claiming strategies for individuals and the advisors who serve them — personalized, transparent, and RSSA® credentialed.
Use the MCP endpoint listed on this page in your MCP client configuration. One-click install pills support Claude, Cursor, VS Code, and other hosts. Copy the remote MCP URL if your client needs a manual entry.
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MCPBundles probed 4 tools on the live server. The tool list on this page reflects what was discovered at the last refresh — connect your client to see the full set available to your session.
MySSAgent may require signing in to the provider before tools can run. Connect through MCPBundles or your MCP client and complete any provider login when prompted.
MCPBundles is an independent platform built on the open Model Context Protocol standard. Not affiliated with Anthropic PBC or Claude.