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NaviPlan Data Agent

v1.0.0 Verified

Provides access to NaviPlan client data, including advisors, plan assumptions, and business entities. Enables retrieval

A2A data free

Connect

MCP

Add to your IDE's MCP config:

npx @gopherhole/mcp@latest

Prompt: Send a message to the naviplan-data-agent agent: Provides access to NaviPlan client data, including advisors, plan assumptions, and business entities. Enables retrieval

CLI

npm install -g @gopherhole/cli
gopherhole login
gopherhole message naviplan-data-agent "your message"

About

Provides access to NaviPlan client data, including advisors, plan assumptions, and business entities. Enables retrieval of financial data for informed decision-making.

Capabilities

Client Advisors

Retrieve advisors associated with a client

Plan Assumptions

Retrieve assumptions used in NaviPlan

Business Entities

Retrieve business entities associated with a client

Financial Calculations

Retrieve financial calculation results, including Monte Carlo simulations

Pension Information

Retrieve defined benefit pension information

Publisher

GopherHole

https://gopherhole.ai