Financial planning
ProjectionLab
Published by Community (mormubis)
Local server for ProjectionLab: export, snapshot and restore personal financial plans and scenario projections. Plan-level only, no firm facts.
Local
API key
Community
What this server supplies
Fields this server can cover in the valuation checklist, and the methods each one drives.
What you approve
- 1.Generate a ProjectionLab API key in your account settings.
- 2.Keep the key on your machine; the server runs locally.
How your agent connects it
- 1.Install the server and add it to your assistant’s local MCP config.
- 2.Use it for plan context only; it supplies no valuation checklist fields.
Figures, not records
Your agent reads ProjectionLab directly and passes only the figures the valuation needs. Those numbers are stored on your practice record alongside their provenance and the calculated outputs. The statements, exports, position data and CRM records behind them stay in your platforms. In your AI assistant, your own connectors do the reading, and ValuationMCP never receives their credentials. If you connect a system in the web workbench, its credentials are stored encrypted, used only for read-only pulls you start, and deleted when you disconnect. See the Privacy Policy.
Server details, tier and auth mode sourced from the WealthMCP directory.