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…
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
- 26
exposed by this connector
Movement
From our daily snapshots over the last 30 days.
Rank by popularity
#2306of 8,95320places down24h92places down7d
Rank by trending score
#1672of 3,55116places down24h106places down7d
Popularity score
8,033+2224h+2197d
Trending score
17,860+6524h+5277d
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 services343rd of 1,227 by popularity · 274th of 531 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 341 | 8,061 | — | 1,310places up | |
| 342 |  SPACInsider | 8,050 | 10,739 #422 | 190places down |
| 343 | 8,033 | 17,860 #274 | 92places down | |
| 344 |  MetricDuck | 8,033 | 14,551 #348 | 181places down |
| 345 | 8,017 | 22,338 #192 | 90places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 272 | 17,885 | 8,969 #277 | 401places down | |
| 273 | 17,874 | 9,474 #241 | 61places down | |
| 274 | 17,860 | 8,033 #343 | 106places down | |
| 275 | 17,836 | 4,907 #659 | 222places down | |
| 276 | 17,789 | 11,755 #148 | 19places up |
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