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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.

Authentication

FinPlan requires a free account. How you sign in depends on your agent:

  • Claude Code, Claude Desktop, Claude Web — the first FinPlan tool call opens your browser to sign in (Google, GitHub, or email magic link). The token is captured automatically and renews silently every 3 days.
  • ChatGPT, Gemini CLI, custom frameworks — browser OAuth from the agent isn't supported yet. Create an account at mcp.finplan.prethink.io/auth/signup, generate an API key at /auth/api-keys, and paste it into the Authorization: Bearer fp_live_... header. Manual keys last 90 days.

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

  1. Make sure you're using the correct URL: https://mcp.finplan.prethink.io/mcp
  2. Check your network connection and firewall settings
  3. Restart your AI assistant and try again

Unauthorized / 401 Errors

  1. On Claude Code/Desktop/Web, the first tool call should open a browser for sign-in. If it didn't, restart your agent and try again.
  2. If you're using a manual API key (ChatGPT, Gemini CLI, custom frameworks), confirm it starts with fp_live_ and hasn't been revoked at /auth/api-keys. Manual keys expire after 90 days.
  3. OAuth-issued tokens expire after 3 days. If Claude worked yesterday but fails today, the next tool call should re-open the browser automatically.

Tool Not Working

  1. Ask the agent to check if it has access to FinPlan tools.
  2. Double-check that you've enabled the FinPlan connector in your settings
  3. Try asking a simple question first: "What filing statuses are available?"
  4. 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.