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Plangram

Claude connectorCommunity

Ask Claude about your Plangram financial plan: retirement checks, future finances, what-ifs and scenario comparisons, calculated from your…

View in Claude directory

Plangram is a personal financial planning app for people in Israel. Connect your account and ask about your plan: income, expenses, savings, assets, loans, pensions, investment portfolios and scenarios.

Ask whether you are on track to retire, how much you will have at a future age, how much more you can spend while meeting your goals, and which changes would help most. Compare scenarios, review portfolios, search the help center and open the right form in Plangram.

Claude can also prepare a salary update, a loan, a home, a retirement-age change or a new scenario. You receive a link showing exactly what changes, and nothing is saved until you confirm in Plangram. You can undo supported changes on that page. The connector never moves money or makes trades. Answers are planning calculations, not personal financial advice.

A Plangram account with a completed plan is required. Some calculations and scenario features require Plangram Plus. You approve the connection on Plangram's page and can disconnect at any time in account settings under AI assistants.

Tools
19

exposed by this connector

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#5489of 8,95314places up24h—7d
#5,416#5,637#5,858#6,079Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

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Popularity score

3,907+10024h—7d
2,6973,0273,3573,6874,017Oct 6Oct 12Oct 18Oct 24Oct 30Nov 4

Trending score

——24h—7d
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How this connector compares with others in the same category. Positions are counted within the category, not across the whole directory.

Financial services795th of 1,227 by popularity · not ranked by trending score
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Tools

  • check_plan
  • compare_scenarios
  • estimate_property_value
  • explain_net_worth_change
  • find_retirement_age
  • get_emergency_fund
  • get_form_link
  • get_plan_over_time
  • get_plan_summary
  • get_portfolio_insights
  • get_profile_gaps
  • get_scenario_summary
  • propose_plan_settings
  • propose_profile_change
  • propose_scenario
  • rank_plan_drivers
  • search_help_center
  • simulate_what_if
Show all 19
  • solve_for_goal

Prompts

  • plan_review
  • retirement_check
  • advisor_meeting_prep
Categories
Made by
Plangram · Website
Sign-in
Required
Connector URL
https://plangram.co.il/mcp
Transport
Streamable HTTP
Works with
Claude, Claude API, Claude Code, Claude Desktop
Added
October 28, 2026
More info
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