MySSAgent Social Security Claiming Estimator
Optimal Social Security claiming, in minutes. Benefit-by-age math from a deterministic engine.
Connect it
Settings → Connectors → Add custom connector
URL: https://myssagent.com/api/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://myssagent.com/api/mcp{
"mcpServers": {
"mcp": {
"url": "https://myssagent.com/api/mcp"
}
}
}claude mcp add --transport http mcp https://myssagent.com/api/mcp{
"servers": {
"mcp": {
"type": "http",
"url": "https://myssagent.com/api/mcp"
}
}
}4 tools, verified live
estimate_claiming_strategyread-onlyComputes Social Security claiming-age figures from the person's birth month and year and their estimated benefit at full retirement age. As of today's date (Eastern Time) it returns only the claiming ages still available, from their current age up to 70, with each flagged as before or at-or-past full retirement age (FRA varies by birth year and can land between whole ages, such as 66 and 10 months
list_clientsread-onlyFor financial advisors (requires a MySSAgent advisor account — sign in with your myssagent.com advisor account when prompted). Lists your client roster with each client's id, status, and whether an analysis is on file. Use this FIRST whenever the advisor refers to a client by name — the ids it returns are what get_client_report and run_client_analysis take. Read-only; nothing is changed.
get_client_reportread-onlyFor financial advisors (requires a MySSAgent advisor account — sign in with your myssagent.com advisor account when prompted). Returns the stored Social Security claiming analysis for one of YOUR clients: optimal and recommended claiming ages, the benefit-by-claiming-age table computed from their actual earnings record, lifetime values, survivor analysis when present, and risk flags. Requires the
run_client_analysiscan modifyFor financial advisors (requires a MySSAgent advisor account — sign in with your myssagent.com advisor account when prompted). Re-runs the full MySSAgent engine for one of YOUR clients on the earnings record and household data already on file, then stores the refreshed results. Use after an engine update or when the advisor asks for fresh numbers. It cannot add a new client or ingest an SSA statem
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