# Vesting Schedule Calculator MCP for AI Agents AI Agent Connect

> Vesting Schedule Calculator helps you map out equity timelines and figure out exactly when shares hit your account. It handles the math for monthly vesting, identifies cliff milestones, and gives you a clear picture of what your vested shares might actually be worth during an exit.

## Overview
- **Category:** productivity
- **Price:** Free
- **Endpoint:** https://edge.vinkius.com/vk_preview_CmF0B84mz9SfiUGC7EN3NP8STxE7C69k3rPReagC/ai-agent-connect
- **Tags:** equity, vesting, finance, stocks, compensation

## Description

This Connector handles all the heavy lifting for equity compensation math. Instead of staring at a messy spreadsheet or trying to do manual date math, you can ask your AI client to build a full month-by-month breakdown of a vesting schedule. It takes the guesswork out of when shares actually become available, which is a huge win for anyone trying to track their own compensation or explain it to a new hire. You can also dig into specific cliff milestones to see exactly what's unlocked after the initial lockout period. If you're looking ahead, it even helps you project what those holdings might look like in a real-world scenario like an IPO or acquisition. It's a solid addition to the Vinkius catalog for anyone who needs to turn complex stock options into clear, readable numbers without breaking a sweat.

## Tools

### generate_monthly_vesting_timeline
Creates a month-by-month breakdown of your vesting journey. It shows exactly when shares become available over the life of the grant.

### get_cliff_milestone_details
Extracts critical cliff data for your equity package. It tells you the specific date and number of shares unlocked after the lockout period.

### project_liquidity_value
Estimates the potential cash value of your vested holdings. Use it to see what your shares might be worth during an IPO or acquisition.

## Prompt Examples

**Prompt:** 
```
Show me a monthly vesting timeline for 1000 shares starting on Jan 1, 2024, with a 48-month period and a 12-month cliff.
```

**Response:** 
```
Here is your vesting schedule based on those terms:

**Vesting Summary**
* **Total Shares:** 1,000
* **Cliff Date:** January 1, 2025
* **Monthly Vesting:** ~20.83 shares/month starting Feb 2025

**Timeline Highlights**
* **Jan 2024 - Dec 2024:** 0 shares vested (Cliff Period)
* **Jan 2025:** 250 shares vested (Cliff Milestone)
* **Feb 2025:** 270.83 shares total vested
* **Mar 2025:** 291.66 shares total vested
```

**Prompt:** 
```
What is the value of 500 vested shares if the expected share price is $50?
```

**Response:** 
```
Based on an expected price of $50 per share, here is your liquidity projection:

| Vested Shares | Share Price | Estimated Cash Value |
| :--- | :--- | :--- |
| 500 | $50 | **$25,000** |

*Note: This is a projection based on your provided share price and does not account for taxes or other liquidation costs.*
```

**Prompt:** 
```
When will my first vesting event occur if I started on March 15, 2023, with a 12-month cliff?
```

**Response:** 
```
Your first vesting event (the cliff) will occur on **March 15, 2024**. 

At that point, your initial shares will unlock. After that date, your shares will continue to vest on a monthly basis until the end of your vesting period.
```

## Capabilities

### Map out monthly vesting dates
The AI generates a month-by-month breakdown of when shares become available.

### Identify specific cliff milestones
Extract the exact date and share count for your initial lockout period.

### Estimate potential cash value of shares
Get a projection of what your vested holdings are worth in a hypothetical exit.

### Create month-by-month breakdown of equity
Turn a complex grant into a simple, readable timeline of share releases.

### Project liquidity values for hypothetical events
See the potential cash value of your shares during an IPO or acquisition.

## Use Cases

### Explaining equity to a new hire
A founder wants to explain a 4-year vest to a new hire. They ask the agent to build a monthly table using generate_monthly_vesting_timeline.

### Tracking personal share availability
An employee wants to know how many shares they'll have by next year. They ask for a specific timeline.

### Modeling exit scenarios
A VC needs to know the potential cash value of a specific stake. They ask for a liquidity projection using project_liquidity_value.

### Identifying cliff dates for late joiners
An HR manager needs to identify the exact cliff date for a late-joining team member using get_cliff_milestone_details.

## Benefits

- Stop doing manual date math for equity grants by using generate_monthly_vesting_timeline to automate your schedule.
- Get clear answers on lockout periods with get_cliff_milestone_details to see exactly when your shares unlock.
- See the real-world value of your holdings with project_liquidity_value to estimate cash outcomes during an exit.
- Share accurate data with new hires by generating precise monthly breakdowns instead of using rough estimates.
- Plan your financial future by projecting how your vested shares will behave in a hypothetical IPO or acquisition.

## How It Works

The bottom line is you get an accurate, readable equity roadmap without doing any manual math.

1. Provide your start date, total shares, and vesting terms like a 4-year vest with a 1-year cliff.
2. The Connector processes the dates and math against your specific grant terms.
3. You get a clear timeline of share availability and liquidity estimates.

## Frequently Asked Questions

**How does the Vesting Schedule Calculator help with employee onboarding?**
It allows you to quickly generate precise monthly breakdowns of equity for new hires. Instead of manual calculations, you can get a clear timeline to share with the employee immediately.

**Can I use the Vesting Schedule Calculator to see my share value during an IPO?**
Yes, you can use it to project the potential cash value of your vested holdings. Just provide a hypothetical share price to see what your equity might be worth in a liquidity event.

**What is a cliff milestone in the Vesting Schedule Calculator?**
A cliff is a lockout period where no shares vest. The tool identifies the exact date that cliff ends and tells you exactly how many shares unlock at that specific milestone.

**Does the Vesting Schedule Calculator handle different vesting periods?**
Yes, it can handle various terms, such as 4-year or 5-year vesting schedules, and create a month-by-month breakdown for any duration you specify.

**Is the Vesting Schedule Calculator good for VC analysis?**
It is a great tool for modeling share distribution and estimating liquidity for portfolio companies, helping you visualize how equity will distribute over time.

**How does the monthly timeline calculation work?**
The `generate_monthly_vesting_timeline` tool calculates a month-by-month breakdown. During the cliff period, no shares are released. On the exact date the cliff ends, a lump sum is released, followed by equal monthly increments until the end of the vesting period.

**Can I estimate the value of my shares at an IPO?**
Yes, you can use the `project_liquidity_value` tool. By providing the number of shares and an expected share price, the tool calculates the estimated cash value for that event.

**What information is needed to find my cliff date?**
To use `get_cliff_milestone_details`, you need your start date, the duration of the cliff period in months, and the total number of shares granted.