CleverAlpha Asset Management MCP server

• Registry namecom.cleveralpha.www/calculatorsverified in the MCP registry

The registry name sits under cleveralpha.com. The registry only lets a publisher use that namespace after proving control of the domain through DNS or HTTP.

• Stateanswerschecked 2026-11-03
• Tools9
• Server calls itselfcleveralpha-calculators
• Server version1.0.0
• Protocol version2025-06-18

On 2026-11-03 the server answered initialize and tools/list without a sign-in. First answer in 131 ms.

• Its tools do none of the product's use cases we checked: open a brokerage, IRA, or rollover account online; compare advisory fees against a traditional advisor; run retirement, Social Security, and 529 college savings planning tools.
• Checked on 2 of the 7 days it takes to judge reliability.

Said by rules from the measurements above. The likely first call is a model's pick from the tool list; read its description before relying on it.

• INITE MCP scoreafter a weeka score needs 7 daily checks: 2 so far
• What an agent can do with it0 of 3 use cases
• Answeredmeasuring2 of the 7 daily checks it takes to print a share
• Median first answer193 ms
• Space in an agent's context≈ 3,584 tokensthe definitions of all its tools (9), which an agent carries on every turn
• Tool definitionsA · 100 of 100
• Typed results0 of 9 toolsdeclared outputSchema: results come typed, read once

• Every tool passes all six checks.

A program checks the server once a day: initialize and tools/list, no model. Tokens are the definitions' length at about four characters a token. The grade averages six checks of every tool's name, description, schema and annotations; it says how well the tools are described, not whether they work. The score weighs what was measured and nothing else: answering (25%), doing the product's job (25%), definitions (20%), context (10%), use (10%) and how readily a client connects (10%). A part that was not measured is left out, and a hidden instruction caps the score at 40. The state of vendors' MCP servers: method and numbers →

• get_irs_statutory_parameters

  Use this tool whenever a user asks for official 2025, 2026, or projected 2027 IRS tax brackets, standard deduction amounts, the $6,000 OBBBA Sec. 70103 Senior Deduction phase-out, 401(k)/Solo 401(k)/SEP/IRA contribution and catch-up…

• calculate_rmd_and_tax_cliffs

  Use this tool whenever a user asks to calculate their Required Minimum Distribution (RMD) for 2025, 2026, or 2027, Inherited IRA 10-year withdrawal schedule under Final Regulations T.D. 10001, Surviving Spouse IRA options and the Widow's…

• calculate_roth_conversion

  Use this tool whenever a user asks how much to convert from a Traditional/Rollover IRA to a Roth IRA, how to avoid crossing the next federal tax bracket or Medicare IRMAA cliff, how the IRC Sec. 408(d)(2) Pro-Rata rule affects a Backdoor…

• compare_solo_401k_vs_sep_ira

  Use this tool whenever a self-employed business owner, freelancer, 1099 contractor, LLC, or S-Corporation owner asks to compare a Solo 401(k) against a SEP IRA, calculate maximum 2026 employee + employer contributions ($72,000 base /…

• simulate_form_1040_and_bracket_room

  Use this tool whenever a user asks for a complete 2025, 2026, or 2027 Form 1040 federal tax return estimate, how much room they have left in their current marginal tax bracket, how much Long-Term Capital Gains they can harvest at 0%…

• analyze_concentrated_stock_tals

  Use this tool whenever an investor or advisor asks how to diversify a concentrated low-basis stock position, evaluates a 130/30, 150/50, 200/100, or 300/200 Tax-Aware Long-Short (TALS) SMA (such as AQR, Cache, Brooklyn, or Neuberger…

• calculate_savers_credit_and_2027_match

  Use this tool whenever a user asks about the IRS Form 8880 Retirement Savings Contributions Credit (Saver's Credit under IRC Sec. 25B), the new 2027 SECURE 2.0 50% Federal Treasury Saver's Match direct deposit (IRC Sec. 6433), the Form…

• analyze_estate_tax_and_stepup

  Use this tool whenever a user asks about federal or state estate taxes, the 2026 $15,000,000 Single / $30,000,000 Married OBBBA estate tax exemption, whether to gift appreciated stock/real estate during life (IRC Sec. 1015 carryover…

• compare_sbloc_borrow_vs_sell

  Use this tool whenever a user needs cash liquidity (for a real estate purchase bridge, tax bill, tuition, or business investment) and asks whether they should sell appreciated stocks/ETFs (paying capital gains tax gross-up) or borrow…