projectionlab-mcp

An MCP (Model Context Protocol) server for ProjectionLab financial planning data. This allows AI assistants like Claude to read and modify your ProjectionLab export files.

Usage

Add to your MCP settings:

{
  "mcpServers": {
    "projectionlab": {
      "command": "npx",
      "args": ["@nguyening/projectionlab-mcp"]
    }
  }
}

Usage

1. Export your data from ProjectionLab (Settings > Export Data)
2. Start a conversation with Claude and use the set_data_file tool to point to your export file
3. Ask questions or make modifications to your financial data

Example Prompts

• "Load my ProjectionLab data from ~/Documents/projectionlab-export.json and give me an overview"
• "What's my current net worth?"
• "List all my investment accounts"
• "Show me the income sources in my retirement plan"
• "Update my 401k balance to $150,000"
• "What are my monthly expenses?"

Available Tools

Setup

• set_data_file - Set the path to your ProjectionLab export JSON file

Overview & Plans

• get_overview - High-level summary including net worth, plan count, and personal info
• list_plans - List all financial plans
• get_plan - Get detailed information about a specific plan

Accounts

• list_accounts - List all savings and investment accounts
• get_account - Get details of a specific account
• update_account_balance - Update an account's balance
• rename_account - Rename an account
• add_account - Add a new savings or investment account

Debts

• list_debts - List all debts
• get_debt - Get details of a specific debt
• update_debt - Update debt properties (amount, interest rate, monthly payment)
• add_debt - Add a new debt (student loans, credit card, personal loan, etc.)

Assets

• list_assets - List all physical assets (real estate, vehicles, etc.)
• get_asset - Get details of a specific asset
• update_asset - Update asset value or loan balance
• add_asset - Add a new physical asset (real estate, car, etc.)

Plan Income

• list_income - List all income events in a plan
• get_income - Get details of a specific income event
• update_income - Update income properties (amount, name, frequency, start/end timing, withhold, taxWithholding, isDividendIncome, yearlyChange)
• add_income - Add a new income event (supports yearlyChange for inflation/growth)

Plan Expenses

• list_expenses - List all expense events in a plan
• get_expense - Get details of a specific expense event
• update_expense - Update expense properties (amount, name, frequency, start/end timing, owner, yearlyChange)
• add_expense - Add a new expense event (supports owner and yearlyChange for inflation/growth)

Cash Flow Priorities

• list_priorities - List cash flow priorities (401k contributions, debt payments, etc.)
• get_priority - Get details of a specific priority
• update_priority - Update priority contribution settings
• add_priority - Add a new cash flow priority (401k, IRA, debt payment, savings goal)
• delete_priority - Delete a priority from a plan

Milestones

• list_milestones - List plan milestones (retirement, FIRE, etc.)
• get_milestone - Get details of a specific milestone
• update_milestone - Update milestone properties
• add_milestone - Add a new milestone (retirement, FIRE, career change, etc.)
• delete_milestone - Delete a milestone from a plan

Plan Configuration

• get_plan_variables - Get plan assumptions and tax settings
• update_plan_variables - Update investment return, inflation, tax rates, etc.
• get_withdrawal_strategy - Get withdrawal strategy settings
• update_withdrawal_strategy - Update withdrawal strategy
• get_montecarlo_settings - Get Monte Carlo simulation settings
• update_montecarlo_settings - Update Monte Carlo settings

Progress Tracking

• get_progress - Get historical net worth tracking data
• add_progress_snapshot - Add a new progress snapshot

Delete Operations

• delete_account - Delete a savings or investment account
• delete_debt - Delete a debt
• delete_asset - Delete an asset
• delete_income - Delete an income event from a plan
• delete_expense - Delete an expense event from a plan

Plan Management

• duplicate_plan - Create a copy of an existing plan with a new name
• delete_plan - Delete a plan (prevents deleting the last plan)

DateReference Format

Many tools that work with timing (income, expenses, priorities) use a DateReference object for start and end properties. This object specifies when something begins or ends.

Structure

{
  "type": "keyword" | "milestone" | "date" | "year",
  "value": "<string>",
  "modifier": "include" | "exclude" | <number>  // optional
}

Types and Values

| Type | Value Format | Example | |------|--------------|---------| | keyword | now, endOfPlan, beforeCurrentYear, never | { "type": "keyword", "value": "now" } | | year | 4-digit year string | { "type": "year", "value": "2059" } | | date | ISO date string | { "type": "date", "value": "2029-06-01" } | | milestone | Milestone ID (e.g., retirement, fire, or UUID) | { "type": "milestone", "value": "retirement" } |

Modifier

• "include" / "exclude" - Whether to include or exclude the boundary
• Number - Year offset (e.g., 5 to add 5 years)

Examples

// Start now, end at retirement
{ "start": { "type": "keyword", "value": "now" }, "end": { "type": "milestone", "value": "retirement" } }

// Start in 2030, end when plan ends
{ "start": { "type": "year", "value": "2030" }, "end": { "type": "keyword", "value": "endOfPlan" } }

// Start at specific date, never end
{ "start": { "type": "date", "value": "2025-09-01" }, "end": { "type": "keyword", "value": "never" } }

Data Safety

• All changes are written to your local export file
• The lastUpdated timestamp is automatically updated on saves
• Keep backups of your export file before making bulk changes
• You can re-import modified data back into ProjectionLab

License

ISC