Compound and simple interest, investment growth, future value, CAGR, dividends and tax at a rate
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Calculates the Compound Annual Growth Rate (CAGR) using the formula CAGR = (end_value/start_value)^(1/years) - 1. Returns the annualized rate of return as a percentage. (cost: 1 credit)
number, required, number of years (must be positive)
number, required, final investment value
number, required, initial investment value
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claude mcp add --transport http finance-formulas https://ukdata.reliness.co.uk/mcp/finance-formulas
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Authorization (optional, not in the config above): Optional. Bearer <key> for more than the free daily allowance; free key from POST https://ukdata.reliness.co.uk/keysCalculates the Compound Annual Growth Rate (CAGR) using the formula CAGR = (end_value/start_value)^(1/years) - 1. Returns the annualized rate of return as a percentage. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| years | number | string | number, required, number of years (must be positive) |
| end_value | number | string | number, required, final investment value |
| start_value | number | string | number, required, initial investment value |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"years": {
"type": [
"number",
"string"
],
"description": "number, required, number of years (must be positive)"
},
"end_value": {
"type": [
"number",
"string"
],
"description": "number, required, final investment value"
},
"start_value": {
"type": [
"number",
"string"
],
"description": "number, required, initial investment value"
}
}
}Calculates the discounted price after applying a percentage discount to the original price. Returns both discount amount and final price. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| original_price | number | string | number, required, original price before discount, currency units, no default |
| discount_percentage | number | string | number, required, discount percentage, plain number (20 = 20%), no default |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"original_price": {
"type": [
"number",
"string"
],
"description": "number, required, original price before discount, currency units, no default"
},
"discount_percentage": {
"type": [
"number",
"string"
],
"description": "number, required, discount percentage, plain number (20 = 20%), no default"
}
}
}Calculates the final price after applying a discount percentage to the original price, rounded to 2 decimal places. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| original_price | number | string | number, required, the original price before discount |
| discount_percentage | number | string | number, required, the discount percentage (e.g., 20 for 20% off) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"original_price": {
"type": [
"number",
"string"
],
"description": "number, required, the original price before discount"
},
"discount_percentage": {
"type": [
"number",
"string"
],
"description": "number, required, the discount percentage (e.g., 20 for 20% off)"
}
}
}Calculates the dividend per share by dividing total dividend payout by number of outstanding shares. Returns the quarterly dividend amount per share rounded to 2 decimal places. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| num_shares | string | integer, required, number of outstanding shares (must be positive) |
| total_dividend | number | string | number, required, total dividend payout amount |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"num_shares": {
"type": "string",
"description": "integer, required, number of outstanding shares (must be positive)"
},
"total_dividend": {
"type": [
"number",
"string"
],
"description": "number, required, total dividend payout amount"
}
}
}Calculates simple interest using the formula: Interest = Principal × Rate × Time. Rate should be provided as a percentage and time in years. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| time_period | number | string | number, required, time period in years |
| interest_rate | number | string | number, required, annual interest rate as a percentage (e.g., 5 for 5%) |
| principal_amount | number | string | number, required, principal amount in currency units |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"time_period": {
"type": [
"number",
"string"
],
"description": "number, required, time period in years"
},
"interest_rate": {
"type": [
"number",
"string"
],
"description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
},
"principal_amount": {
"type": [
"number",
"string"
],
"description": "number, required, principal amount in currency units"
}
}
}Calculates the return on investment using compound interest formula. Returns the final amount and total return given an initial deposit, annual interest rate (as a percentage), and investment period in years. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| num_years | number | string | number, required, investment period in years |
| interest_rate | number | string | number, required, annual interest rate as a percentage (e.g., 5 for 5%) |
| initial_amount | number | string | number, required, initial deposit or principal amount in currency units |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"num_years": {
"type": [
"number",
"string"
],
"description": "number, required, investment period in years"
},
"interest_rate": {
"type": [
"number",
"string"
],
"description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
},
"initial_amount": {
"type": [
"number",
"string"
],
"description": "number, required, initial deposit or principal amount in currency units"
}
}
}Calculates the tax amount by applying a tax rate percentage to an income or price amount. Formula: amount × (rate / 100). (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| income | number | string | number, required, income or price amount, currency units, no default |
| tax_rate | number | string | number, required, tax rate percentage, plain number (10 = 10%), no default |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"income": {
"type": [
"number",
"string"
],
"description": "number, required, income or price amount, currency units, no default"
},
"tax_rate": {
"type": [
"number",
"string"
],
"description": "number, required, tax rate percentage, plain number (10 = 10%), no default"
}
}
}Calculates compound interest using the formula A = P(1 + r/n)^(nt), where A is final amount, P is principal, r is annual rate, n is compounding frequency per year, and t is time in years. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| n | string | integer, required, number of times interest is compounded per year, no units, no default |
| rate | number | string | number, required, annual interest rate, plain number (5 = 5%), no default |
| time | number | string | number, required, investment duration, years, no default |
| principal | number | string | number, required, initial investment amount, currency units, no default |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"n": {
"type": "string",
"description": "integer, required, number of times interest is compounded per year, no units, no default"
},
"rate": {
"type": [
"number",
"string"
],
"description": "number, required, annual interest rate, plain number (5 = 5%), no default"
},
"time": {
"type": [
"number",
"string"
],
"description": "number, required, investment duration, years, no default"
},
"principal": {
"type": [
"number",
"string"
],
"description": "number, required, initial investment amount, currency units, no default"
}
}
}Calculates the future value of an investment using compound interest formula: FV = PV × (1 + r)^n, where r is annual interest rate and n is years. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| years | number | string | number, required, number of years for the investment |
| present_value | number | string | number, required, current value or principal amount in currency units |
| annual_interest_rate | number | string | number, required, annual interest rate as a percentage (e.g., 5 for 5%) |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"years": {
"type": [
"number",
"string"
],
"description": "number, required, number of years for the investment"
},
"present_value": {
"type": [
"number",
"string"
],
"description": "number, required, current value or principal amount in currency units"
},
"annual_interest_rate": {
"type": [
"number",
"string"
],
"description": "number, required, annual interest rate as a percentage (e.g., 5 for 5%)"
}
}
}Projects investment growth over years using compound interest with optional annual additions and inflation adjustment. Formula: FV = PV(1+r)^n + PMT×[((1+r)^n - 1)/r], with each annual addition made at the end of the year. (cost: 1 credit)
| Argument | Type | Description |
|---|---|---|
| years | string | integer, required, number of years, years, no default |
| principal | number | string | number, required, initial investment amount, currency units, no default |
| return_rate | number | string | number, required, annual return rate, plain number (7 = 7%), no default |
| annual_addition | number | string | number, optional, yearly contribution amount, currency units, default 0 |
| inflation_adjusted | boolean | string | boolean, optional, adjust for inflation, no unit, default false |
{
"type": "object",
"$schema": "http://json-schema.org/draft-07/schema#",
"properties": {
"years": {
"type": "string",
"description": "integer, required, number of years, years, no default"
},
"principal": {
"type": [
"number",
"string"
],
"description": "number, required, initial investment amount, currency units, no default"
},
"return_rate": {
"type": [
"number",
"string"
],
"description": "number, required, annual return rate, plain number (7 = 7%), no default"
},
"annual_addition": {
"type": [
"number",
"string"
],
"description": "number, optional, yearly contribution amount, currency units, default 0"
},
"inflation_adjusted": {
"type": [
"boolean",
"string"
],
"description": "boolean, optional, adjust for inflation, no unit, default 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 7, 2026.