Boldin
Claude connectorCommunityUnderstand your retirement plan and explore what’s possible. Connect Boldin to your AI assistant to ask questions, test ideas, and plan you…
- Tools
- 26
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2325of 6,10819places down24h—7d
Rank by trending score
#1584of 2,700255places down24h—7d
Popularity score
6,966+4724h—7d
Trending score
14,621−2,13424h—7d
In its category
How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.
Financial services332nd of 822 by popularity · 258th of 396 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 330 | 7,011 | 33,436 #68 | 137places up | |
| 331 | 6,989 | 24,272 #127 | 56places down | |
| 332 | 6,966 | 14,621 #258 | — | |
| 333 | 6,966 | — | 182places down | |
| 334 | 6,966 | 18,023 #200 | 168places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 256 | 14,720 | 9,331 #206 | 95places down | |
| 257 | 14,639 | 13,566 #63 | 903places down | |
| 258 | 14,621 | 6,966 #332 | — | |
| 259 | 14,518 | 7,954 #272 | 317places up | |
| 260 | 14,426 | 8,963 #218 | 14places up |
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 26Show fewer
- search_help
- search_securities
- search_vault
- submit_feedback
- switch_scenario
- undo_last_plan_change
- update_plan_scenario
- web_search
- Categories
- 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
- Sponsorship
- Promote this connector