{"name":"PlanFi REST API","version":"1.0.0","description":"A 1:1 REST surface over the planfi capabilities (same tools as the MCP server).","tool_count":106,"endpoints":{"call_tool":"POST /v1/{tool}  — clean route, e.g. POST /v1/roth-conversion (see GET /v1/tools for the names)","tool_schema":"GET /v1/{tool}","call_tool_canonical":"POST /v1/tools/{tool_name}  — generic snake_case escape hatch","list_tools":"GET /v1/tools","save_plan":"POST /v1/plans  (alias: POST /plan)","complete_intake":"POST /v1/intake/complete?s={session_id}  (alias: POST /complete)","openapi":"GET /openapi.json","docs":"GET /docs"},"tools":[{"name":"analyze_1031_exchange","path":"/v1/1031-exchange"},{"name":"analyze_529_optimization","path":"/v1/529-optimization"},{"name":"analyze_72t_sepp","path":"/v1/72t-sepp"},{"name":"analyze_accumulation_cone","path":"/v1/accumulation-cone"},{"name":"analyze_advanced_taxes","path":"/v1/advanced-taxes"},{"name":"analyze_already_won","path":"/v1/already-won"},{"name":"analyze_annuity_products","path":"/v1/annuity-products"},{"name":"analyze_auto_purchase","path":"/v1/auto-purchase"},{"name":"analyze_bond_ladder","path":"/v1/bond-ladder"},{"name":"analyze_cash_flow","path":"/v1/cash-flow"},{"name":"analyze_cash_ladder","path":"/v1/cash-ladder"},{"name":"analyze_charitable_giving","path":"/v1/charitable-giving"},{"name":"analyze_childcare_cost","path":"/v1/childcare-cost"},{"name":"analyze_childcare_tax_offsets","path":"/v1/childcare-tax-offsets"},{"name":"analyze_college_aid_efc","path":"/v1/college-aid-efc"},{"name":"analyze_cost_segregation","path":"/v1/cost-segregation"},{"name":"analyze_debt_consolidation","path":"/v1/debt-consolidation"},{"name":"analyze_debt_payoff","path":"/v1/debt-payoff"},{"name":"analyze_deferred_comp","path":"/v1/deferred-comp"},{"name":"analyze_defined_benefit","path":"/v1/defined-benefit"},{"name":"analyze_disability_income","path":"/v1/disability-income"},{"name":"analyze_divorce_qdro","path":"/v1/divorce-qdro"},{"name":"analyze_education_account","path":"/v1/education-account"},{"name":"analyze_education_credits","path":"/v1/education-credits"},{"name":"analyze_emergency_fund","path":"/v1/emergency-fund"},{"name":"analyze_equity_compensation","path":"/v1/equity-compensation"},{"name":"analyze_estate_exposure","path":"/v1/estate-exposure"},{"name":"analyze_estimated_tax_annualized","path":"/v1/estimated-tax-annualized"},{"name":"analyze_estimated_taxes","path":"/v1/estimated-taxes"},{"name":"analyze_fire_benchmark","path":"/v1/fire-benchmark"},{"name":"analyze_fire_number","path":"/v1/fire-number"},{"name":"analyze_fire_variants","path":"/v1/fire-variants"},{"name":"analyze_funding_waterfall","path":"/v1/funding-waterfall"},{"name":"analyze_gain_harvesting","path":"/v1/gain-harvesting"},{"name":"analyze_guaranteed_income","path":"/v1/guaranteed-income"},{"name":"analyze_healthcare_bridge","path":"/v1/healthcare-bridge"},{"name":"analyze_home_equity","path":"/v1/home-equity"},{"name":"analyze_hsa_retirement","path":"/v1/hsa-retirement"},{"name":"analyze_ibond_ladder","path":"/v1/ibond-ladder"},{"name":"analyze_inherited_ira","path":"/v1/inherited-ira"},{"name":"analyze_insurance_needs","path":"/v1/insurance-needs"},{"name":"analyze_irmaa","path":"/v1/irmaa"},{"name":"analyze_iso_amt_crossover","path":"/v1/iso-amt-crossover"},{"name":"analyze_kiddie_tax","path":"/v1/kiddie-tax"},{"name":"analyze_long_term_care","path":"/v1/long-term-care"},{"name":"analyze_medicare_enrollment","path":"/v1/medicare-enrollment"},{"name":"analyze_mega_backdoor_roth","path":"/v1/mega-backdoor-roth"},{"name":"analyze_milestones","path":"/v1/milestones"},{"name":"analyze_momentum","path":"/v1/momentum"},{"name":"analyze_mortgage_prepay","path":"/v1/mortgage-prepay"},{"name":"analyze_multi_state_part_year_tax","path":"/v1/multi-state-part-year-tax"},{"name":"analyze_nua","path":"/v1/nua"},{"name":"analyze_opportunity_zone","path":"/v1/opportunity-zone"},{"name":"analyze_owner_cash_balance_db","path":"/v1/owner-cash-balance-db"},{"name":"analyze_passive_losses","path":"/v1/passive-losses"},{"name":"analyze_portfolio_glidepath","path":"/v1/portfolio-glidepath"},{"name":"analyze_property_return","path":"/v1/property-return"},{"name":"analyze_protection_estate","path":"/v1/protection-estate"},{"name":"analyze_rebalancing_trades","path":"/v1/rebalancing-trades"},{"name":"analyze_refinance","path":"/v1/refinance"},{"name":"analyze_relocation","path":"/v1/relocation"},{"name":"analyze_rent_vs_buy","path":"/v1/rent-vs-buy"},{"name":"analyze_rental_property","path":"/v1/rental-property"},{"name":"analyze_rmd","path":"/v1/rmd"},{"name":"analyze_roth_conversion","path":"/v1/roth-conversion"},{"name":"analyze_savers_credit","path":"/v1/savers-credit"},{"name":"analyze_self_employed_retirement","path":"/v1/self-employed-retirement"},{"name":"analyze_spending_strategy","path":"/v1/spending-strategy"},{"name":"analyze_ss_tax_torpedo","path":"/v1/ss-tax-torpedo"},{"name":"analyze_staggered_retirement","path":"/v1/staggered-retirement"},{"name":"analyze_startup_equity","path":"/v1/startup-equity"},{"name":"analyze_stock_concentration","path":"/v1/stock-concentration"},{"name":"analyze_str_property","path":"/v1/str-property"},{"name":"analyze_str_tax_loophole","path":"/v1/str-tax-loophole"},{"name":"analyze_student_loans","path":"/v1/student-loans"},{"name":"analyze_survivor_stress_test","path":"/v1/survivor-stress-test"},{"name":"analyze_tax_loss_harvesting","path":"/v1/tax-loss-harvesting"},{"name":"analyze_tax_lots","path":"/v1/tax-lots"},{"name":"analyze_tax_optimization","path":"/v1/tax-optimization"},{"name":"analyze_withdrawal_strategy","path":"/v1/withdrawal-strategy"},{"name":"assemble_commentary_inputs","path":"/v1/commentary-inputs"},{"name":"assemble_comprehensive_plan","path":"/v1/comprehensive-plan"},{"name":"check_model_completeness","path":"/v1/model-completeness"},{"name":"compare_plans","path":"/v1/compare-plans"},{"name":"configure_account","path":"/v1/configure-account"},{"name":"diff_plans","path":"/v1/diff-plans"},{"name":"explain_plan_state","path":"/v1/plan-state"},{"name":"forecast_str_market","path":"/v1/str-market"},{"name":"fork_plan","path":"/v1/fork-plan"},{"name":"generate_action_plan","path":"/v1/action-plan"},{"name":"generate_financial_commentary","path":"/v1/financial-commentary"},{"name":"generate_financial_insights","path":"/v1/financial-insights"},{"name":"generate_financial_plan","path":"/v1/financial-plan"},{"name":"get_asset_allocation","path":"/v1/asset-allocation"},{"name":"get_completed_plan","path":"/v1/completed-plan"},{"name":"get_financial_definitions","path":"/v1/financial-definitions"},{"name":"get_minimum_investment_required","path":"/v1/minimum-investment-required"},{"name":"get_savings_variations","path":"/v1/savings-variations"},{"name":"get_tax_contribution_limits","path":"/v1/tax-contribution-limits"},{"name":"list_str_markets","path":"/v1/str-markets"},{"name":"optimize_multi_year_tax","path":"/v1/multi-year-tax"},{"name":"optimize_social_security","path":"/v1/social-security"},{"name":"run_backtesting","path":"/v1/backtest"},{"name":"solve_goal","path":"/v1/goal"},{"name":"start_plan_intake","path":"/v1/plan-intake"},{"name":"wait_for_completion","path":"/v1/wait-for-completion"}]}