Wayfinder retirement-planning Agent Skills (create-plan, create-scenarios, retirement-advising) plus the hosted Wayfinder MCP server — build, stress-test, and get advice on plans (life-paths + Monte Carlo) with live data from your account.
Create a new Wayfinder retirement/financial plan from a household's situation (people, accounts, home, income, spending). Use when the user wants to set up, start, or build a new Wayfinder plan. Requires the Wayfinder MCP server (tools named mcp__wayfinder__*).
Add what-if scenarios (e.g. higher spending, weaker returns, retiring later, a market crash) to an existing Wayfinder plan so they're compared against the baseline across every life-path and Monte Carlo. Use when the user wants to explore alternatives or stress a Wayfinder plan. Requires the Wayfinder MCP server.
Give holistic retirement advice from an existing Wayfinder plan — read the stay-put baseline, weigh life-paths (downsize / relocate / nomad), run Monte Carlo, factor scenarios and the income floor, and recommend the single best path honestly. Use when the user wants analysis, advice, or "what should I do?" on a Wayfinder plan. Requires the Wayfinder MCP server.
Use Wayfinder — a retirement & life‑scenario planner — from Claude Code. This plugin bundles Wayfinder's Agent Skills and wires up its hosted MCP server, so Claude can build, stress‑test, and advise on your plans (life‑paths + Monte Carlo) with live data from your account.
This is a thin, public distribution repo. The engine, app, and infrastructure live in a separate private repo; only the safe playbooks (skills) and the public connector config are published here.
/plugin marketplace add Monster-Orange/wayfinder-plugin
/plugin install wayfinder
That gives you:
wayfinder-create-plan — build a plan from a household's situation.wayfinder-create-scenarios — add what‑if scenarios (higher spend, weaker returns, a crash…).wayfinder-retirement-advising — holistic advice: stay‑put baseline vs. downsize / relocate / nomad, Monte Carlo, income floor.wayfinder), so the skills work on your real plans. On first use, Claude walks you through a one‑time sign‑in to your Wayfinder account (OAuth); every tool is scoped to you.Then just ask, e.g. "Build me a Wayfinder plan for a couple retiring at 60" or "What should I do — downsize or relocate?"
Plugins are a Claude Code feature. In the Claude chat apps, connect Wayfinder as a custom connector instead:
Settings → Connectors → Add custom connector → paste the connector URL from your Wayfinder app's Integrations page → sign in → Allow. The same skills come along automatically.
https://mo-wayfinder.fly.dev/mcpWayfinder is a planning sandbox — not financial advice.
External network access
Connects to servers outside your machine
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