Advisor Deadlines

Connect Remote server

claude mcp add --transport http advisor-deadlines https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

{
  "mcpServers": {
    "advisor-deadlines": {
      "url": "https://advisor-deadlines-mcp.agentbets.workers.dev/mcp"
    }
  }
}

{
  "servers": {
    "advisor-deadlines": {
      "type": "http",
      "url": "https://advisor-deadlines-mcp.agentbets.workers.dev/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

Tools 2 found in our last check

• list_deadlines

  List the Q4 IRS deadlines still ahead (Oct 15 SEP contribution on extension and excess IRA contribution fix; Dec 31 RMD, Roth conversion, QCD), each with due date, who it applies to, days left and the IRS source.

• check_clients

  For each client, return which remaining Q4 deadlines hit them, why (e.g. 'age 74 with a Rollover IRA', 'on extension with a SEP IRA'), and whether an open item already covers it. Use initials or ids, not names; inputs are not stored.

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