Financial Forecast

A thin orchestration layer over the planfi MCP (https://ai.planfi.app/mcp/free). All math + the 150-year Shiller market dataset live server-side. This skill only gathers inputs and calls the tools — it does not compute anything locally. Read-only; it never changes the user's data.

Step 0 — Make sure the planfi tools are connected

This skill uses these tools (may be namespaced, e.g. mcp__planfi__generate_financial_plan): generate_financial_plan, start_plan_intake, get_completed_plan, wait_for_completion, generate_financial_insights, generate_action_plan, generate_financial_commentary, run_backtesting, get_asset_allocation, get_savings_variations, solve_goal, compare_plans, what_if_plan, check_model_completeness, explain_plan_state, plus optional analyze_* deep-dives. Use whichever name your environment exposes (bare or mcp__planfi__-prefixed); below they are written bare.

If they're NOT available, tell the user to connect the MCP, then continue: