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Boldin

Claude connectorCommunity

Understand your retirement plan and explore what’s possible. Connect Boldin to your AI assistant to ask questions, test ideas, and plan you…

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Tools
26

exposed by this connector

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#2,305#2,311#2,317#2,323Sep 18Sep 24Sep 30Oct 6Oct 12Oct 17

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14,621−2,13424h—7d
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Financial services332nd of 822 by popularity · 258th of 396 by trending score
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Could you retire earlier? Spend more on travel? See how your choices could shape your financial future with answers based on your own Boldin retirement plan.

Connect Boldin to your AI assistant and ask questions in everyday language. Explore your savings, spending, and retirement goals using Boldin’s planning tools.

  • Understand where you stand by reviewing your plan’s details and forecasts.
  • Test what-if scenarios to see how changes could affect your retirement.
  • Explore how much you could spend with Spending Guardrails.
  • Evaluate Roth conversion opportunities as part of your plan.

Tools

  • apply_plan_changes
  • clear_hypotheticals
  • compare_saved_scenarios
  • compare_scenarios
  • get_coach_alerts
  • get_net_worth_comparison
  • get_plan_schema
  • get_planning_reference
  • get_roth_conversions
  • get_security_fundamentals
  • get_subscription_pricing
  • get_user_plan
  • get_wellness_summary
  • list_user_scenarios
  • review_plan_changes
  • run_calculation
  • run_forecast
  • run_guardrails
Show all 26
  • search_help
  • search_securities
  • search_vault
  • submit_feedback
  • switch_scenario
  • undo_last_plan_change
  • update_plan_scenario
  • web_search
Categories
Made by
Boldin · Website
Sign-in
Required
Connector URL
https://www.boldin.com/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 13, 2026
More info
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