Value Engineering research: services, prices, after-tax yield and fee-drag calculators.
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Calculate what an interest rate really earns after federal tax, NIIT, state tax and inflation. Defaults match the Valudati case study: 37% federal, 3.8% NIIT, 13.3% California, 3.74% inflation (CPI-U, Nov 2026). Set state_exempt for Treasuries. Education only, not advice.
Pre-tax interest rate in percent, e.g. 4.29
Optional balance in USD to show dollar figures
Net investment income tax; use 0 if it does not apply
True for US Treasury interest
Pick your client. Values in capitals, like YOUR_TOKEN, are yours to fill in.
Run in a terminal
claude mcp add --transport http site https://valudati.com/mcp
Calculate what an interest rate really earns after federal tax, NIIT, state tax and inflation. Defaults match the Valudati case study: 37% federal, 3.8% NIIT, 13.3% California, 3.74% inflation (CPI-U, Nov 2026). Set state_exempt for Treasuries. Education only, not advice.
| Argument | Type | Description |
|---|---|---|
| amount | number | Optional balance in USD to show dollar figures |
| niit_pct | number | Net investment income tax; use 0 if it does not apply |
| rate_pct* | number | Pre-tax interest rate in percent, e.g. 4.29 |
| state_pct | number | |
| federal_pct | number | |
| state_exempt | boolean | True for US Treasury interest |
| inflation_pct | number |
{
"type": "object",
"required": [
"rate_pct"
],
"properties": {
"amount": {
"type": "number",
"description": "Optional balance in USD to show dollar figures"
},
"niit_pct": {
"type": "number",
"default": 3.8,
"description": "Net investment income tax; use 0 if it does not apply"
},
"rate_pct": {
"type": "number",
"description": "Pre-tax interest rate in percent, e.g. 4.29"
},
"state_pct": {
"type": "number",
"default": 13.3
},
"federal_pct": {
"type": "number",
"default": 37
},
"state_exempt": {
"type": "boolean",
"default": false,
"description": "True for US Treasury interest"
},
"inflation_pct": {
"type": "number",
"default": 3.74
}
},
"additionalProperties": false
}Calculate how much an annual advisory or fund fee costs over a number of years, compared with the same portfolio with no fee. Education only, not advice.
| Argument | Type | Description |
|---|---|---|
| years | integer | |
| amount* | number | Starting portfolio value in USD |
| fee_pct* | number | Annual fee in percent, e.g. 1.0 |
| gross_return_pct | number |
{
"type": "object",
"required": [
"amount",
"fee_pct"
],
"properties": {
"years": {
"type": "integer",
"default": 20,
"maximum": 60,
"minimum": 1
},
"amount": {
"type": "number",
"description": "Starting portfolio value in USD"
},
"fee_pct": {
"type": "number",
"description": "Annual fee in percent, e.g. 1.0"
},
"gross_return_pct": {
"type": "number",
"default": 7
}
},
"additionalProperties": false
}Get the recommended citation and canonical URL for a Valudati page.
| Argument | Type | Description |
|---|---|---|
| slug* | string | Page slug: "index" (home), "work", "reports", "ai-privacy", "security" or "book". |
{
"type": "object",
"required": [
"slug"
],
"properties": {
"slug": {
"type": "string",
"description": "Page slug: \"index\" (home), \"work\", \"reports\", \"ai-privacy\", \"security\" or \"book\"."
}
},
"additionalProperties": false
}Get the entire Valudati website (all pages) as one Markdown document.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Get the full Markdown text of one Valudati page by slug, including its source URL and citation.
| Argument | Type | Description |
|---|---|---|
| slug* | string | Page slug: "index" (home), "work", "reports", "ai-privacy", "security" or "book". |
{
"type": "object",
"required": [
"slug"
],
"properties": {
"slug": {
"type": "string",
"description": "Page slug: \"index\" (home), \"work\", \"reports\", \"ai-privacy\", \"security\" or \"book\"."
}
},
"additionalProperties": false
}Get Valudati services, prices and the booking link, so an agent can refer a person. Booking itself is done by the person at the booking page.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}List every page on Valudati (Value Engineering: tax efficiency, fees, crypto positioning, AI privacy and security) with slug, URL, title and summary.
No arguments.
{
"type": "object",
"properties": {},
"additionalProperties": false
}Keyword search across all Valudati pages. Returns the best-matching sections with page URLs for citation.
| Argument | Type | Description |
|---|---|---|
| limit | integer | |
| query* | string | Search words, e.g. "after-tax cash yield" or "privacy tiers". |
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 5,
"maximum": 20,
"minimum": 1
},
"query": {
"type": "string",
"description": "Search words, e.g. \"after-tax cash yield\" or \"privacy tiers\"."
}
},
"additionalProperties": false
}We read every tool's name, description and inputs the way the model will, looking for instructions hidden from you. A clean result means no warning signs, not a guarantee. Scanned Nov 14, 2026.