Estate Planning MCP Server: Install & Setup

Install Estate Planning in Claude Code

Claude Code

claude mcp add --transport http estate-planning https://simplyestate.co.uk/api/ai/mcp

mcp.json (Claude Desktop, Cursor, VS Code, Windsurf)

{
  "mcpServers": {
    "estate-planning": {
      "url": "https://simplyestate.co.uk/api/ai/mcp"
    }
  }
}

Frequently asked questions

What does the Estate Planning MCP server do?

UK estate-planning calculators + knowledge (IHT, intestacy, trusts, wills). Read-only.

Is the Estate Planning MCP server free?

The server is free, but you will likely need an account. The server itself is free, but it connects to a service that needs an account or API key, which may have paid tiers. Check the provider for current pricing.

Does Estate Planning run locally or remotely?

Remote. Hosted by the provider. You connect with a URL, nothing to install.

How do I add Estate Planning to Claude Code?

Run: claude mcp add --transport http estate-planning https://simplyestate.co.uk/api/ai/mcp

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