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Meridary

A financial planning engine for agent conversations

Meridary gives supported agents structured calculations, saved planning scenarios, and bounded simulations. The agent handles the conversation; Meridary runs the financial model and returns its assumptions and limitations.

Start with real work

Retirement readiness

A free, stateless assessment runs the real projection engine and exactly 250 seeded trials. It returns summary facts, a 95% sampling interval, applied defaults, and limitations. Meridary stores none of its inputs or results.

Required minimum distributions

The public 2026 RMD calculator is sourced to IRS Publication 590-B and requires neither an account nor a paid unit.

How paid use works

  1. Connect

    Your agent opens Meridary for sign-in and OAuth consent. The consent screen identifies the verified client and lists each requested capability.

  2. Approve payment

    Claude can show the $29/month offer and open Stripe Checkout only after you approve. Payment is completed by you in Stripe; the agent never receives card details.

  3. Continue in the conversation

    Each paid invoice grants 50 analysis units. Up to 50 unused units roll into the next paid month, with a maximum balance of 100 and no overage charges.

Claude is the supported purchase host. OpenAI and other clients can use free tools and connect an existing paid Agent account, but they cannot access Meridary offer or checkout tools.

Data control and limitations

Agent profiles, plans, subscriptions, and units are isolated from the web planner. A purchase or saved plan in one product never appears in or unlocks the other.

Paid analyses store operational receipts, not financial inputs or projection results. You can ask the agent to delete a plan, delete all Agent current-finances data and plans, or cancel billing and delete the complete Agent account. To revoke a connection without deleting data, contact support.

Meridary is a planning and modeling tool, not financial, investment, legal, or tax advice. Results depend on the information supplied and the stated assumptions.

Privacy and retention · Terms · Methodology · Support

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