LunaTerminal for AI agents

LunaTerminal runs a free, public MCP server. Add it to Claude or any MCP client and your agent can call LunaTerminal's planning calculators and market data. No account, no key.

Updated November 8, 2026

Server


URL	`https://lunaterminal.com/mcp`
Transport	Streamable HTTP, stateless: POST one JSON-RPC message or a batch, get one JSON response. No server-sent events.
Authentication	None. Every tool is read-only.
Limits	Rate-limited per IP address. Market data is cached and shares the site's provider budgets.
Protocol versions	2025-11-25, 2025-06-18, 2025-03-26 and 2024-11-05

Add it to Claude

In Claude, open Settings → Connectors and choose Add custom connector.
Name it LunaTerminal and enter https://lunaterminal.com/mcp.
Ask Claude a planning or market question; it will call the tools it needs.

In Claude Code:

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

Tools

compliance_screen Compliance screen: Screen draft client communications (emails, letters, social posts, meeting notes) for common FINRA/SEC communication-rule problems, including guarantees, misleading projections, pressure tactics, testimonials, specific recommendations, tax claims, missing performance disclosures, and Social Security or account numbers.
risk_profile_score Risk profile score: Score the eight-question risk questionnaire and map the client to a model portfolio.
portfolio_review Portfolio review: Review a household's holdings against a target model or custom allocation.
rebalance_plan Rebalance plan: Build a tax-aware rebalancing trade list that brings holdings back to the target model or custom allocation, optionally investing new cash.
retirement_plan Retirement plan (Monte Carlo): Run a retirement Monte Carlo simulation in today's dollars.
roth_conversion_plan Roth conversion plan: Compare Roth conversion strategies year by year under 2026 federal tax law in today's dollars.
social_security_strategies Social Security claiming 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 credits, ranked by present value in today's dollars.
inherited_ira_plan Inherited IRA plan: Work out the distribution rules for an inherited IRA under the SECURE Act final regulations (T.D.
state_tax_estimate State tax, NIIT and AMT 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.
triage_email Client email triage: 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.
get_stock_snapshot 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, description), revenue and margins, the next earnings date and the ETFs that hold it, for one stock or ETF.
get_quotes Quotes: Latest quotes for up to 25 stocks, ETFs, indices or currency pairs (e.g.
get_price_history Price history: Daily (or intraday for 1D and 5D) price history for one symbol over a range, with the period return, high and low.
search_symbols Symbol search: Find ticker symbols by company or fund name, e.g.
get_13f_holders 13F holders of a stock: Which tracked institutional managers held a stock in their latest quarterly SEC 13F filings.
get_13f_insights 13F manager insights: What tracked hedge funds did in their latest 13F filings.
screen_stocks Stock screener: 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).
get_economic_series Economic series: A U.S. economic series from FRED: fedfunds (effective fed funds rate), treasury10y, inflation, unemployment, cpi or gdp.
get_treasury_yield_curve Treasury yield curve: The latest U.S. Treasury daily par yield curve, from 1 month to 30 years.
get_market_sentiment 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 Market news: Recent headlines for one symbol, or the day's market headlines when no symbol is given, with publisher, time and link.

Try it with curl

curl -s https://lunaterminal.com/mcp \
  -H "Content-Type: application/json" \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_stock_snapshot","arguments":{"symbol":"NVDA"}}}'

Terms of use

Results are for research and for a professional to review; they are not investment, tax or legal advice. Market data can be delayed and comes from third-party providers; do not redistribute it in bulk. See the privacy policy for how requests are handled.