I have used Claude and the FinZot MCP to set up my plan from scratch including configuring my RSU schedule, creating multiple scenarios around early retirement timing, looking into Roth conversions during early retirement and analyzing Monte Carlo results in a lot of detail.
Once connected tell Claude “Use FinZot to walk me through creating a plan from scratch”
The MCP has a tool call limit and if you use it a ton you will eventually be prompted to pay for a higher limit.