Connect Your Agent¶
Connect your AI assistant to FinPlan's financial planning tools. Once connected, your assistant can calculate taxes, project investment growth, plan for goals, and more — using real math instead of guessing.
Works with any AI agent
FinPlan uses the open MCP protocol, so it works with any AI agent that supports MCP. That said, FinPlan works best with Claude — the skill and plugin system provides deeper integration, domain knowledge, and slash commands that other agents don't support.
Pick your agent below to get started:
| Agent | Setup Guide |
|---|---|
| Claude Code (Recommended) | Setup Guide |
| Claude Desktop | Setup Guide |
| Claude Web (claude.ai) | Setup Guide |
| ChatGPT | Setup Guide |
| Gemini CLI | Setup Guide |
| Other Tools & Frameworks | Setup Guide |
Troubleshooting¶
Can't Connect¶
- Make sure you're using the correct URL:
https://mcp.finplan.prethink.io/mcp - Check your network connection and firewall settings
- Restart your AI assistant and try again
Tool Not Working¶
- Ask the agent to check if it has access to FinPlan tools.
- Double-check that you've enabled the FinPlan connector in your settings
- Try asking a simple question first: "What filing statuses are available?"
- Make sure you're giving enough information — for example, tax calculations need an income amount, filing status, and tax year
Unexpected Results¶
All monetary values are in cents internally. If you see a number like 8500000, that's $85,000.00. Your AI assistant should translate this for you, but if something looks off, that's likely why.