wealthschema / rule sets
LIVE · 2026 PREVIEW

Financial Planning Rule Sets

Cited, current, callable.

The U.S. tax, benefit, and planning figures your software has to get right — contribution limits, tax brackets, RMDs, IRMAA, COLA, estate and gift numbers — each traced to its primary government source, kept current as the rules change, and served over a live API and MCP.

132 cited figures Federal + 5 states Free tier, no card
one figure — and where it came from
GET /api/reference/v1/us-federal-2026

{
  "key": "retirement.401k.elective_deferral.under_50",
  "value": 24500,
  "unit": "USD",
  "tax_year": 2026,
  "effective_date": "2026-01-01",
  "status": "official_final",
  "source": {
    "issuer": "IRS",
    "document": "Notice 2025-67",
    "section": "402(g)(1)"
  }
}

Every figure carries its issuer, document, section & effective date.

WHAT IS COVERED

Federal, plus five states — and growing by demand.

98 source-verified federal figures for tax year 2026, plus state planning parameters for the cases that move the needle. Each value cites the IRS, SSA, CMS, HHS, or Treasury document it came from.

Retirement limits — 401(k), IRA, SIMPLE, SEP, SECURE 2.0 catch-ups
Income-tax brackets & standard deduction
Capital-gains breakpoints, NIIT, AMT, QBI
Social Security — COLA, wage base, bend points
Medicare premiums & IRMAA tiers
RMD divisor tables
HSA / HDHP limits & Federal Poverty Levels
Estate, gift & GST exemptions
AFR & §7520 rates (monthly)
Education — 529 superfunding, AOTC, LLC, student-loan interest
State Rule Sets:CaliforniaNew YorkTexasFloridaIllinois— more routed by paying-customer demand.
BUILT FOR YOUR STACK — AND YOUR AGENTS

A live API and an MCP server. No scraping.

Call the JSON API directly, or point Claude, Cursor, or your own app at one MCP endpoint and let it look up a cited figure on demand. Either way, the source comes back attached — so the assistant you ship can show its work too.

Versioned JSON API

GET /api/reference/v1/us-federal-2026 — figures, units, effective dates, and citations. ETag-cached.

MCP tools, agent-callable

get_reference_parameter, list_reference_parameters, get_planning_benchmark.

Point-in-time history

Ask what a figure was as of a past date — and defend a number you shipped last quarter.

~/.config · mcp.json
// add the server once — Claude, Cursor, or your app
{
  "mcpServers": {
    "wealthschema": {
      "url": "https://www.wealthschema.com/api/mcp"
    }
  }
}
WHY TRUST IT

Cited, not guessed.

Every figure is compiled from its primary U.S. government source — issuer, document, section, URL, and effective date — and cross-checked before it ships. “IRS Notice 2025-67,” not “a model told me.” Golden-fixture regression tests mean a new tax year cannot silently change the shape or break a key.

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PRICING · PREVIEW

Start free. Pay when it is load-bearing.

Free to read and free to build on. Upgrade when you need commercial rights, higher limits, point-in-time history, or a freshness SLA.

Free
$0
30 req/min

Current + prior year, non-commercial, with attribution.

Dev
$49/mo
120 req/min

Single-product commercial use, monthly rates, MCP access.

POPULAR
Team
$299/mo
600 req/min

Point-in-time history, update webhooks, multi-environment.

Business
$1,499/mo
1,200 req/min

Redistribution within your product, freshness SLA, priority support.

Enterprise
Custom
6,000 req/min

Planning-software vendors, custodians & large RIA tech.

Get a free API key

See the full rights & terms on the feed terms page.

Informational only — not tax, legal, or financial advice. Each figure is compiled from the cited primary U.S. government source and cross-checked. The 2026 feed is a preview; confirm any value against the issuing agency before relying on it.