Model Context Protocol (MCP) server for freee API integration
Nothing to run from here
Estate Planning is installed from its publisher's own source and answers where it runs, so this marketplace is not in the path of a single call. There is no address here to send one to, and a panel that pretended otherwise would be showing you an answer we made up. Install it and call it from your own client — the Installation tab has the entry for each one.
16
tools declared
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trust score
remote
at its publisher
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calls last 7d
What it does
UK estate-planning calculators + knowledge (IHT, intestacy, trusts, wills). Read-only.
Quickstart
# 1 — add it to Claude Code
claude mcp add --scope user --transport http estate-planning-mcp https://simplyestate.co.uk/api/ai/mcp
# 2 — ask your agent for something these tools do
# calculate_iht, compare_pension_2027, who_inherits_intestacy and 13 more
Estate Planning costs nothing on mcprush: there is no plan to choose here, no cap to set and nothing mcprush can bill you for.
Publishernot claimed
SIAll 1 server
simplyestate1 server
1 category
Collected from a public index. Nobody has claimed this account, so nothing here was written by its author — claim it if it is yours.
Installation
Where are you running it?
Every route below installs the same thing and ends at the same approval screen. Nothing here runs on your machine and nothing runs on ours: this server answers at its publisher’s own address, and what you install is the connection straight to it.
Claude Codedeclared by this listing
This is a public server: it answers at its publisher’s own address and this marketplace is not in the path. Claude Code registers it in one command; --scope user makes it available in every project. The transport below is http, as the publisher's own manifest declares it.
claude mcp add --scope user --transport http estate-planning-mcp https://simplyestate.co.uk/api/ai/mcpReconnect, or start a new session, and the tools appear in the model’s tool list.
Free on mcprush, and it answers at its publisher’s own address: this marketplace is not in the path, so there is no key of ours to hold and no card to add.
What it writes
One config entry pointing straight at the publisher’s own address — this marketplace is not in the path, and nothing from this listing executes on your machine.
What you approve
16 tools, with what each one reads, writes and reaches shown before you agree — the same list on every route above. Read the tool surface.
Tool surface
What the model actually sees. Descriptions are diffed on every release — see version history.
Estimate a UK Inheritance Tax bill (2025/26 England & Wales rules). Models the nil-rate band, residence nil-rate band and its £2m taper, spousal doubling, the 40% charge, the 2027 pension change, plus optional debts, charity rate (36% at 10%+), transferred allowances and business/agricultural relief. Illustrative only — excludes lifetime-gift history.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| estateValue | number | yes | Total estate value excluding any pension you add separately (£) |
| married | boolean | yes | Married or in a civil partnership (combined/doubled allowances) |
| leavingHomeToDescendants | boolean | yes | Does a main home pass to children/grandchildren? Enables the residence nil-rate band |
| homeValue | number | no | Value of the main home (£) — caps the residence nil-rate band |
| includePension | boolean | no | Include unused pensions (the rules from 6 April 2027) |
| pensionValue | number | no | Unused pension value to fold in (£) |
| includeDebts | boolean | no | Deduct debts/liabilities first |
| debtsValue | number | no | Mortgage, loans and funeral costs (£) |
| leavingToCharity | boolean | no | A share of the estate is left to charity (10%+ cuts the rate to 36%) |
| charityPct | number | no | Share of the net estate left to charity (%) |
| transferredAllowance | boolean | no | Claim a late spouse's/civil partner's unused allowances |
| transferredNrb | number | no | Late spouse's unused nil-rate band (£), capped £325,000 |
| transferredRnrb | number | no | Late spouse's unused residence nil-rate band (£), capped £175,000 |
| includeRelief | boolean | no | Qualifying business/agricultural assets get simplified relief |
| reliefAssetsValue | number | no | Value of qualifying business/agricultural assets (£) |
Show the Inheritance Tax impact of the April 2027 change that brings most unused pensions into the estate: the IHT before vs after, and the extra tax. Exposure only — models nothing about pension products or what to do with a pension (that is FCA-regulated advice).
| Parameter | Type | Required | Notes |
|---|---|---|---|
| estateValue | number | yes | Estate value excluding pensions (£) |
| homeValue | number | no | Main home value (£) — caps the residence nil-rate band |
| leavingHomeToDescendants | boolean | yes | Does a main home pass to children/grandchildren? |
| married | boolean | yes | Married or in a civil partnership |
| pensionValue | number | yes | Unused pension value (£) — counted only in the 'from 2027' scenario |
| pensionToSpouse | boolean | no | Pension would pass to a spouse first (educational note only) |
Apply the England & Wales intestacy rules (dying without a will, rules from 26 July 2023): who inherits and how much. ALWAYS returns the warnings — e.g. a cohabiting partner inherits nothing, and jointly-owned assets usually pass outside these rules by survivorship.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| maritalStatus | string | yes | Legal status at death (only marriage/civil partnership counts) |
| hasChildren | boolean | yes | Any biological or legally adopted children (stepchildren don't count unless adopted) |
| estateValue | number | yes | Estate passing under intestacy (£) — sole-name assets, minus debts |
| jointlyOwnedValue | number | no | Approx value of jointly-owned assets (£) — passes by survivorship, outside these rules |
| hasPartialWill | boolean | no | A valid will covers some assets (partial intestacy) |
| hasForeignAssets | boolean | no | Property/accounts held abroad — local succession law applies |
Recommend which UK trust types are worth discussing for a goal, with an HONEST note that always accompanies the recommendation (e.g. no trust simply avoids care fees — deliberate-deprivation rules apply with no time limit). Each trust lists what it does NOT do. 'No trust may be needed' is a valid answer.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| goal | string | yes | What the person is trying to achieve |
Score estate-planning readiness against a checklist. Pass answers as a map of item id → true/false (ids: has_will, will_recent, executors_named, guardians_named, lpa_property, lpa_health, wishes_recorded, assets_listed; advanced: pension_nominations, digital_assets, business_succession, foreign_assets, life_insurance_trust). Missing or false items count as gaps. Returns a band: covered / gaps /
| Parameter | Type | Required | Notes |
|---|---|---|---|
| answers | object | yes | Map of checklist item id → true (in place) / false |
| hasChildren | boolean | yes | Household includes children under 18 (enables the guardianship item) |
| includeAdvanced | boolean | no | Include the advanced/often-forgotten items |
Estimate the cost of probate in England & Wales: the HMCTS application fee (£300 where the estate is over £5,000; no fee at £5,000 or below — the same with or without a will), sealed-copy costs, and — on the professional route — typical fee ranges across the UK market (NOT the firm's fees; most professional fees attract VAT on top). Guidance, not advice.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| estateValue | number | yes | Gross estate value (£) — home, savings, investments, minus debts |
| includesProperty | boolean | yes | Estate includes a house or flat (enables the IHT-instalments note) |
| hasWill | boolean | yes | A valid will exists (grant of probate); without one, letters of administration |
| professionalRoute | boolean | yes | true = with professional help (adds typical UK market fee ranges); false = applying yourself |
Check whether a grant of probate (or letters of administration) is LIKELY to be needed in England & Wales, from what the person owned and how they owned it. Returns a guidance verdict — likely / maybe / unlikely — with per-asset reasons and next steps. Indicative only: every bank and institution sets its OWN probate threshold and decides asset by asset, so the honest answer always includes asking
| Parameter | Type | Required | Notes |
|---|---|---|---|
| soleProperty | boolean | yes | Property or land registered in the deceased's sole name |
| jointProperty | boolean | yes | Property owned jointly — held as joint tenants it passes by survivorship |
| largestBalance | string | yes | Largest single bank or building-society balance in their sole name |
| soleInvestments | boolean | yes | Shares or investments held in their sole name |
| allToSpouse | boolean | yes | Everything passes to a surviving spouse/civil partner who owned it jointly |
Calculate the Office of the Public Guardian fees to register Lasting Powers of Attorney in England & Wales: £92 per LPA (applications received from 17 November 2025), with a 50% remission where the donor's gross annual income is under £12,000 and a full exemption on certain means-tested benefits (both claimed with form LPA120). Registration fees only — nothing about drafting costs or whether an LP
| Parameter | Type | Required | Notes |
|---|---|---|---|
| lpaTypes | string | yes | Which LPA(s) — 'Both types' registers two documents per person |
| couple | boolean | yes | A couple making the same LPAs each (doubles the document count) |
| incomeUnder12k | boolean | yes | Donor's gross annual income below £12,000 (50% remission) |
| qualifyingBenefits | boolean | yes | Donor receives certain means-tested benefits (full exemption) |
Project what care home fees could cost: typical self-funder weekly ranges (sourced 2026 estimates rounded from published averages) × 52 weeks × years, by region and care type. The educate-only means-test notes are ALWAYS included — England's capital limits and Wales's single limit are stated as facts for education; there is deliberately no 'how much could you protect' computation, because no arran
| Parameter | Type | Required | Notes |
|---|---|---|---|
| region | string | yes | Where the care would be |
| careType | string | yes | Residential care or nursing care |
| years | number | yes | Whole years of care to project (e.g. 1, 2, 3 or 5) |
Map lifetime gifts onto the 7-year-rule timeline: which taper BAND each gift sits in and when it falls outside the estate. An EDUCATIONAL timeline of the bands and mechanics only — NOT a personal tax computation: taper relief reduces the rate of tax, never the gift's value, and it only matters where total gifts in the 7 years before death exceed the £325,000 nil-rate band (used up oldest gift firs
| Parameter | Type | Required | Notes |
|---|---|---|---|
| gifts | array | yes | Up to 5 gifts to place on the timeline |
Check whether a deed of variation is available — guidance-only eligibility against the s.142 IHTA 1984 conditions: the hard two-year window from the date of death (HMRC does not extend it), adult beneficiaries with capacity, and the agreement of everyone whose share would reduce. Returns yes / no / depends with blockers, goal-mapped possibilities, and an honest note that ALWAYS accompanies the res
| Parameter | Type | Required | Notes |
|---|---|---|---|
| deathTiming | string | yes | When the person died — the two-year window is the hard statutory gate |
| allAdults | boolean | yes | Every beneficiary whose share would reduce is an adult (18+) with capacity |
| allAgree | boolean | yes | Those affected beneficiaries all agree to the change |
| goal | string | yes | What the family wants the variation to achieve |
Check residence nil-rate band eligibility and amount (England & Wales 2025/26): up to £175,000 per person where a home you own (or owned) passes to direct descendants, doubled for a married couple / civil partners, plus a late spouse's transferred allowance — capped at the home's value and tapered by £1 for every £2 the estate exceeds £2m. Illustrative check with plain-English reasons.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| ownsHome | boolean | yes | You own (or owned) a home that is — or was — your residence |
| passesToDescendants | boolean | yes | The home passes to children/grandchildren (step, adopted and foster children count) |
| homeValue | number | yes | Value of the home (£) — caps the available allowance |
| estateValue | number | yes | Total estate value including the home (£) — drives the £2m taper |
| married | boolean | yes | Married or in a civil partnership (combined/doubled allowance on the second death) |
| transferredAllowance | boolean | no | Claim a late spouse's/civil partner's unused residence allowance |
| transferredRnrb | number | no | Late spouse's unused residence nil-rate band (£), capped £175,000 |
| downsizedAfterJuly2015 | boolean | no | Sold or downsized after 8 July 2015 — surfaces the downsizing-addition note (never changes the numbers) |
Look up plain-English definitions of UK estate-planning terms (IHT, trusts, LPAs, probate). Omit term to list all.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| term | string | no | Term or partial term to match; omit to return the full glossary |
Search Simply Estate's estate-planning guides (wills, IHT, LPAs, trusts, probate) by keyword. Returns titles, URLs and excerpts to cite.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| query | string | yes | Keywords to search guide titles, excerpts and tags |
Return Simply Estate's frequently-asked questions and answers (fees, regulation, IHT, trusts, wills/LPAs/probate). Optional keyword filter.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| query | string | no | Optional keyword to filter the FAQs |
Submit a request for a FREE, no-obligation estate-planning consultation on the user's behalf. Use only with the user's explicit consent and real contact details. Returns a reference id; the Simply Estate team follows up. Estate planning here is not FCA-regulated.
| Parameter | Type | Required | Notes |
|---|---|---|---|
| name | string | yes | The person's full name |
| string | yes | A real email address (required if no phone) | |
| phone | string | no | Phone number (optional) |
| service | string | no | Area of interest |
| county | string | no | County, if known |
| message | string | no | Brief description of what they'd like help with |
Free
$0 forever
- Every tool — any call limit is its publisher’s, not ours
- No card, and mcprush charges nothing for it
- Runs at its publisher’s own address — this marketplace is not in the path
- Nothing to cap, because mcprush bills nothing
What counts against your monthly calls
| Tool | Unit | Calls used | Out of the allowance |
|---|
Nothing here is billable: mcprush charges nothing to install Estate Planning or to call it, at any volume.
Call allowance · this installenforced at the gateway
Monthly allowance, in calls
—
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Alert at 80% · then the tool returns a normal MCP error
Used this month: —
—Grade not published
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Two independent axes, because powerful and malicious are different questions. The grade is threat only. The capability level is blast radius, and it is never a penalty on the grade — it is priced as one subtract-only term in the score, where you can see it.
This listing is an address its publisher runs, and you connect to it directly — this marketplace is not in the path. The scanner reads packages and public source, and an address is neither. So there is no grade — not a withheld one, an unmeasured one.
Release history
This is an address its publisher runs: which release it serves is theirs to choose, so there is nothing here to pin. The history below is for reading; the current release on file is 1.0.0.
1.0.0
undated
latestNo release note was published with this version.
—
no reviews yet
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One review per account, from a signed-in account that does not publish this listing. Nothing else is asked — you can say what you think before you install it. Publishers can reply once per review, and a review can be edited or deleted by whoever wrote it.
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