claude

finplan

Personal finance projection engine — Monte Carlo projections, tax calculations, retirement planning, Social Security analysis, and interactive dashboards. Powered by 80+ MCP tools.

1 on GitHubby Prethinkv1.9.5proprietaryupdated 7 days ago
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Plugin finplan from marketplace finplan-plugin in bestdan/finplan-plugin. Commands read from the repo's manifest — 6 days ago.

This plugin runs code on your machine — its hooks fire automatically on events like tool use. The exact commands are listed below; read them before installing.

What it installs

Skills (1)

  • finplan

    Load this skill before your first call to any FinPlan MCP tool (mcp__plugin_finplan_finplan__*, mcp__finplan__*, or a FinPlan connector's search_finplan_tools, describe_finplan_tool, call_tool or manage_state). It names the right tool for each task, which tool feeds which, and how to recover from fa

Slash commands (18)

  • /finplan:accounts

    View and manage your financial accounts (balances, allocations, add/update accounts)

  • /finplan:checkin-init

    Scaffold a snapshots/ check-in workspace (README, index, reference template) — idempotent

  • /finplan:checkin

    Run a recurring financial check-in — build, save, and diff a snapshot, then seed the note

  • /finplan:checkup

    Review your financial plan for life changes, update profile/accounts/goals, and identify gaps

  • /finplan:compare-scenarios

    Render your base plan vs your saved scenarios as a fully offline, self-contained HTML comparison page — and list or remove scenarios

  • /finplan:demo

    Load the Larson family sample profile so you can try every FinPlan feature with zero real data

  • /finplan:diagnose

    Diagnose FinPlan MCP connection issues without requiring MCP tools

  • /finplan:goals

    View and manage your financial goals (retirement, emergency fund, education, home, major purchase)

  • /finplan:login

    Set up FinPlan authentication (OAuth or manual API key)

  • /finplan:profile

    View and update your personal financial profile (age, income, employment, marital status, dependents)

  • /finplan:projection-dashboard

    Generate an interactive HTML financial projection dashboard with goal-oriented Monte Carlo simulations and Chart.js charts

  • /finplan:read-snapshot

    Read a saved FinPlan snapshot from snapshots/<as_of>/snapshot.json using targeted jq queries to minimize token usage

  • /finplan:read-state

    Read FinPlan user state from a local JSON file using targeted jq queries to minimize token usage

  • /finplan:save-snapshot

    Save an immutable FinPlan snapshot JSON to snapshots/<as_of>/snapshot.json after building it

  • /finplan:save-state

    Save the current FinPlan user state JSON to the local file system after any state modification

  • /finplan:scenario

    Drill into one saved scenario — an offline, self-contained page of its overrides, projection detail, and goal outcomes, plus on-demand ad-hoc analyses nested under it

  • /finplan:setup

    Guided interview to set up your complete financial profile, accounts, and goals from scratch

  • /finplan:what-if

    Turn a natural-language what-if into a typed scenario, project it against your plan, and refresh a side-by-side comparison page

MCP servers (1)

  • finplan

    connects to: https://mcp.finplan.tools/mcp

Hooks (3)

  • PreToolUse

    python3 "${CLAUDE_PLUGIN_ROOT}/hooks/guard-state-file.py"

  • PostToolUse

    ${CLAUDE_PLUGIN_ROOT}/hooks/check-curl-allowlist.sh

  • PostToolUse

    ${CLAUDE_PLUGIN_ROOT}/hooks/check-plugin-version.sh

View source on GitHub finplan.tools

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