com.lunaterminal/lunaterminal

up checked 2026-11-12T02:39:31.254Z

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Publisher-provided title

LunaTerminal

Publisher-provided description

Planning calculators and market data for financial advisors: Roth, RMD, Social Security, 13F.

Summary by lookupd

Runs retirement, tax, Social Security and portfolio planning, plus market data, 13F holdings and compliance and email screening for…

Install

Claude Code, remote (streamable-http)

claude mcp add --transport http lunaterminal https://lunaterminal.com/mcp

Codex, remote (streamable-http)

codex mcp add lunaterminal --url https://lunaterminal.com/mcp

Cursor, remote (streamable-http) → .cursor/mcp.json

{
  "mcpServers": {
    "lunaterminal": {
      "url": "https://lunaterminal.com/mcp"
    }
  }
}

Other clients: docs. Or tell your agent: Set up lookupd for me: read https://lookupd.com/agent.md and follow it.

Tools (21 tools)

Publisher-provided text

• compliance_screen Screen draft client communications (emails, letters, social posts, meeting notes) for common FINRA/SEC communication-rule problems, including guarantees, mislea
• risk_profile_score Score the eight-question risk questionnaire and map the client to a model portfolio. Four questions measure capacity to absorb losses and four measure willingne
• portfolio_review Review a household's holdings against a target model or custom allocation. Returns value by asset class and account, allocation drift, single-stock concentratio
• rebalance_plan Build a tax-aware rebalancing trade list that brings holdings back to the target model or custom allocation, optionally investing new cash. Sells come from tax-
• retirement_plan Run a retirement Monte Carlo simulation in today's dollars: probability that savings last through the planning age, the range of portfolio values at retirement
• roth_conversion_plan Compare Roth conversion strategies year by year under 2026 federal tax law in today's dollars: no conversions versus filling the 12%, 22%, 24% or 32% bracket ea
• social_security_strategies Compare Social Security claiming ages 62-70 for a single client or a couple (all 81 combinations), including spousal top-ups, survivor benefits and delayed cred
• inherited_ira_plan Work out the distribution rules for an inherited IRA under the SECURE Act final regulations (T.D. 10001) and IRS Pub. 590-B: the beneficiary class (eligible des
• state_tax_estimate Estimate a household's 2026 federal income tax, net investment income tax (3.8%), alternative minimum tax and resident state income tax in one pass. States: CA,
• triage_email Classify the text of an incoming client email and detect fraud red flags such as new banking details or requests to avoid a phone call. Returns the risk level,
• get_stock_snapshot Price, daily change, day and 52-week range, market cap, valuation (P/E, forward P/E, EPS, dividend yield), company profile (sector, industry, CEO, employees, de
• get_quotes Latest quotes for up to 25 stocks, ETFs, indices or currency pairs (e.g. EUR/USD): last price, change, day range, previous close, volume and 52-week range, each
• get_price_history Daily (or intraday for 1D and 5D) price history for one symbol over a range, with the period return, high and low. Returns up to 400 points.
• search_symbols Find ticker symbols by company or fund name, e.g. "nvidia" or "vanguard total".
• get_13f_holders Which tracked institutional managers held a stock in their latest quarterly SEC 13F filings: value, shares, portfolio weight and whether they bought, added or r
• get_13f_insights What tracked hedge funds did in their latest 13F filings. view: consensus (most bought and sold, new and closed positions), crowding (stocks in the most manager
• screen_stocks Screen stocks on up to 20 fundamentals, each with an optional minimum and maximum (market cap in billions; growth, yield, margins and returns in percent). Retur
• get_economic_series A U.S. economic series from FRED: fedfunds (effective fed funds rate), treasury10y, inflation, unemployment, cpi or gdp. Returns the latest value, its date and
• get_treasury_yield_curve The latest U.S. Treasury daily par yield curve, from 1 month to 30 years.
• get_market_sentiment The Fear & Greed market sentiment index (0 = extreme fear, 100 = extreme greed) with its previous close, one week, one month and one year ago.
• get_market_news Recent headlines for one symbol, or the day's market headlines when no symbol is given, with publisher, time and link.

Details

• Version: 1.1.1
• Transports: streamable-http
• Uptime (7 days): 100%
• Median latency: 477 ms
• First indexed: 2026-11-09T23:17:23.257Z
• Last seen in registry: 2026-11-09T23:17:23.271Z
• Website: https://lunaterminal.com/developers

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