EstatePlan.now

Connect Remote server

claude mcp add --transport http estateplan-now https://www.estateplan.now/api/mcp

{
  "mcpServers": {
    "estateplan-now": {
      "url": "https://www.estateplan.now/api/mcp"
    }
  }
}

{
  "servers": {
    "estateplan-now": {
      "type": "http",
      "url": "https://www.estateplan.now/api/mcp"
    }
  }
}

Settings > Connectors > Add custom connector
URL: https://www.estateplan.now/api/mcp

Tools 6 found in our last check

• search_firms

  Find listed estate planning firms by place (location text, state, metro, or lat/lng with a radius), service, whether the first step can be completed online, and whether the firm publishes a price. Results include each firm's profile URL and the source of every fact. Place search…

• get_firm

  The full public record for one listed firm, by its slug (from search_firms or a profile URL /firms/<slug>).

• summarize_place

  The facts about estate planning firms in one place, in one call: how many are listed and reviewed, how many publish a price and the lowest and highest published amounts (each named with its firm, package and scope; never an average), which firms let you begin online, which servi…

• list_places

  States with listed firms and the metro areas that have firms within 100 miles, with counts and page URLs.

• list_services

  The service filters search_firms accepts, with counts across all listings that have a sourced matching service, including later additions to homepage-screened records. Services describe scope, not quality.

• recent_changes

  Firms whose whole record or a published field was checked on or after a date, newest first by latest_checked_at. checked_at remains the whole-record date; this is not value-change history. Use it to keep a copy of the data current; fetch get_firm for the current record.

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