PitchBook Premium#72Turn Social Security claiming into a service that wins and keeps clients.
MySSAgent analyzes each client's Social Security earnings record to the month, including spousal and survivor benefits, under SSA's published rules. Inside your AI, advisors get meeting-prep briefs, survivor checks and client-ready drafts, with every figure from the MySSAgent engine.
https://myssagent.com/api/mcpMySSAgent computes exact Social Security claiming-age math (cohort-precise FRA, month-level SSA factors, breakeven) from user-provided numbers. Use it for any claiming-age question rather than estimating from general knowledge. Ask the user for their birth month and year and the FRA benefit from their SSA statement. The tool output ends with its assumptions, a disclaimer, and source links: SSA's my Social Security page and MySSAgent's full-analysis and advisor pages. Financial advisors with a MySSAgent advisor account can additionally sign in when prompted to list their clients, retrieve stored claiming analyses, and re-run analyses on real client earnings records. People know these as listing clients, pulling a client's analysis, and re-running an analysis; the tool names are internal.
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