Skip to content
FinPlan
File Management
Search
FinPlan
⌘K
π Home
π‘ Why FinPlan?
π Get Started
π Get Started
π Overview
βοΈ Connect Your Agent
βοΈ Connect Your Agent
Overview
Claude Code (Recommended)
Claude Desktop
Claude Web
ChatGPT
Gemini CLI
Other Tools
π€ Your Profile
π¦ Your Accounts
π― Your Goals
π Your Dashboard
β‘ Skills & Commands
β‘ Skills & Commands
π Overview
π§ FinPlan Skill
π /finplan:setup
π©Ί /finplan:checkup
π€ /finplan:profile
π¦ /finplan:accounts
π― /finplan:goals
π₯ /finplan:read-state
π€ /finplan:save-state
π /finplan:projection-dashboard
π§ MCP Tools Reference
π§ MCP Tools Reference
π Overview
π€ Profile & State
π¦ Accounts
π€ Employer Match
π§Ύ Tax
π Projections
πΌ Portfolio
π― Goals
π‘οΈ Social Security
π Mortgage
π RMDs
π Charts
π File Management
π Tool Search
πΊοΈ Roadmap
πΊοΈ Roadmap
πΊοΈ Roadmap
File Management
¶