KitScout

Categories › Business & Finance › Market data, stocks & crypto

LunaTerminal

MCP serverVerified domain · lunaterminal.comRemote● LiveFree to try

Planning calculators and market data for financial advisors: Roth, RMD, Social Security, 13F.

Install

Remote server: your requests and data go to lunaterminal.com. Claude Code: claude mcp add --transport http lunaterminal https://lunaterminal.com/mcp · Claude app: Settings → Connectors → Add custom connector.

What it can do

The tools this server listed when we connected to it, in its own words.

  • compliance_screen — Screen draft client communications (emails, letters, social posts, meeting notes) for common FINRA/SEC communication-rule problems, includin
  • risk_profile_score — Score the eight-question risk questionnaire and map the client to a model portfolio. Four questions measure capacity to absorb losses and fo
  • portfolio_review — Review a household's holdings against a target model or custom allocation. Returns value by asset class and account, allocation drift, singl
  • rebalance_plan — Build a tax-aware rebalancing trade list that brings holdings back to the target model or custom allocation, optionally investing new cash.
  • retirement_plan — Run a retirement Monte Carlo simulation in today's dollars: probability that savings last through the planning age, the range of portfolio v
  • roth_conversion_plan — Compare Roth conversion strategies year by year under 2026 federal tax law in today's dollars: no conversions versus filling the 12%, 22%, 2
  • social_security_strategies — Compare Social Security claiming ages 62-70 for a single client or a couple (all 81 combinations), including spousal top-ups, survivor benef
  • inherited_ira_plan — Work out the distribution rules for an inherited IRA under the SECURE Act final regulations (T.D. 10001) and IRS Pub. 590-B: the beneficiary
  • state_tax_estimate — Estimate a household's 2026 federal income tax, net investment income tax (3.8%), alternative minimum tax and resident state income tax in o
  • triage_email — Classify the text of an incoming client email and detect fraud red flags such as new banking details or requests to avoid a phone call. Retu
  • get_stock_snapshot — Price, daily change, day and 52-week range, market cap, valuation (P/E, forward P/E, EPS, dividend yield), company profile (sector, industry
  • get_quotes — Latest quotes for up to 25 stocks, ETFs, indices or currency pairs (e.g. EUR/USD): last price, change, day range, previous close, volume and
  • get_price_history — Daily (or intraday for 1D and 5D) price history for one symbol over a range, with the period return, high and low. Returns up to 400 points.
  • search_symbols — Find ticker symbols by company or fund name, e.g. "nvidia" or "vanguard total".
  • get_13f_holders — Which tracked institutional managers held a stock in their latest quarterly SEC 13F filings: value, shares, portfolio weight and whether the
  • get_13f_insights — What tracked hedge funds did in their latest 13F filings. view: consensus (most bought and sold, new and closed positions), crowding (stocks
  • screen_stocks — Screen stocks on up to 20 fundamentals, each with an optional minimum and maximum (market cap in billions; growth, yield, margins and return
  • get_economic_series — A U.S. economic series from FRED: fedfunds (effective fed funds rate), treasury10y, inflation, unemployment, cpi or gdp. Returns the latest
  • get_treasury_yield_curve — The latest U.S. Treasury daily par yield curve, from 1 month to 30 years.
  • get_market_sentiment — The Fear & Greed market sentiment index (0 = extreme fear, 100 = extreme greed) with its previous close, one week, one month and one year ag
  • get_market_news — Recent headlines for one symbol, or the day's market headlines when no symbol is given, with publisher, time and link.

KitScout test notes

Not tested by KitScout yet. When our harness runs it, pros, cons and the tasks we tried appear here, with the date and evidence.

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