Plan Data API

Connect Remote server

claude mcp add --transport http plan-data https://api.form5500data.com/mcp

{
  "mcpServers": {
    "plan-data": {
      "url": "https://api.form5500data.com/mcp"
    }
  }
}

{
  "servers": {
    "plan-data": {
      "type": "http",
      "url": "https://api.form5500data.com/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://api.form5500data.com/mcp

Tools 8 found in our last check

• search_plans

  Find plans. Give at least one of `name`, `ein`, `state` or `recordkeeper`; the other filters narrow the list. Each result is a short summary: call `get_plan` with its `ein` and `pn` for the profile. With `name`, results are ordered by match score, then size; without it, largest…

• get_plan

  The plan as of its latest filing: identity and status, plan type and features, assets and participants, average balance and approximate return, recordkeeper, advisors and auditor, headline fees, screening signals and data-quality flags. When the latest year is a small-plan filin…

• get_plan_history

  One entry per plan year, oldest first: the filing used, assets and participants, average balance, approximate return, participant growth (flagged across the 2023 counting change), the growth breakdown (contributions, investment return, distributions, expenses, transfers), plan-p…

• get_plan_fees

  For each large plan year: Schedule C pay by role (recordkeeping, advisory, participant advice, TPA, investment management, trustee, other) in dollars and basis points of average net assets; every provider on the Schedule C with names as filed, codes, direct and indirect pay; Sch…

• find_plan_changes

  Change events detected by comparing each plan's consecutive filings, newest filing first. Each event has before/after values, a confidence, the year compared against, a plain-English detail and the ACK ID of the filing that shows it. Providers are compared by family, so a rebran…

• list_prospects

  A list of plans for prospecting or research, many per call: plan and sponsor name, mailing address, EIN and plan number, industry, plan type, effective (inception) date, participants and net assets at the end of the latest plan year, form type, recordkeeper and primary advisor l…

• get_coverage

  What the data covers per plan year, every limitation, the coverage-note codes responses can carry, the event types, the screening signals and the plan-type values. Free. Also lists the prices and what isn't charged. Same data as GET /coverage of the Plan Data API.

• get_account

  How this connection pays, its credit balance in dollars, each tool's price, and a link where the person can add credit by card. Call it when the person asks what's left or how to pay, or to connect another device to the same balance. Free. It returns no plan data.

Details

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