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
#2179of 7,29426places up24h137places up7d
Rank by trending score
#1362of 3,072136places up24h253places up7d
Popularity score
7,762+6224h+6857d
Trending score
19,011+1,58624h+4,4287d
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 services321st of 990 by popularity · 207th of 446 by trending score
Order by
| # | Connector | Popularity | Trending | 7d |
|---|---|---|---|---|
| 319 | 7,788 | — | 190places down | |
| 320 | 7,768 | — | 164places down | |
| 321 | 7,762 | 19,011 #207 | 137places up | |
| 322 | 7,735 | — | 188places down | |
| 323 | 7,735 | 7,394 #409 | 44places down |
| # | Connector | Trending | Popularity | 7d |
|---|---|---|---|---|
| 205 | 19,306 | 13,305 #80 | 141places down | |
| 206 |  Speeda | 19,046 | 12,718 #99 | 6places up |
| 207 | 19,011 | 7,762 #321 | 253places up | |
| 208 | 19,004 | 13,863 #64 | 90places down | |
| 209 | 19,002 | 7,022 #374 | 106places down |
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