Free · community-maintained · 233 servers

The MCP server directory for wealth management.

Model Context Protocol servers that RIAs, advisors, fintech builders and developers can connect to Claude, ChatGPT and other assistants: market data, custody, CRM, planning, compliance and operations, in one index.

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5500mcp
MCP-Native AppDomainOfficial
5500mcp · Retirement & Form 5500 Research
Read-only DOL Form 5500 research with nine MCP tools and nine instruction-based skills for plan diligence, fee transparency, peer benchmarking, compliance disclosures, committee review inputs and prospecting. Search Schedule C by service-provider name or EIN, combine provider and plan filters, and retrieve filed compensation alongside derived provider plan counts. Includes filed plan profiles, filing-history comparisons, cohort statistics and charts, with no account or API key required.
form 5500retirement plansservice-provider feesprovider searchSchedule Cplan prospectingcohort percentilesDOLmcp-native
Documentation ↗
Auth: NoneRemoteUpdated 2026-10-23
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Public MCP endpoint
```
https://5500mcp.ai/mcp
```
Annuities
MCP ServerDomainCommunity
Community · Retirement & Form 5500 Research
Community-built local server for annuity contract lookup, payout calculations and rider comparisons.
annuitiespayoutsriders
Documentation ↗
Auth: NoneLocalUpdated 2026-08-01
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PlanProvider.Pro
MCP ServerDomainCommunity
PlanProvider.Pro · Retirement & Form 5500 Research
Research retirement-plan service providers, recordkeepers and TPAs using DOL Form 5500 filings through natural-language queries.
form 5500recordkeeperstpasretirement plans
Documentation ↗
Auth: API keyRemoteUpdated 2026-08-02
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PlanTrust
MCP ServerDomainOfficial
PlanTrust · Retirement & Form 5500 Research
AI-first Form 5500 database for retirement-plan research, recordkeeper due diligence and TPA benchmarking.
form 5500recordkeepersdue diligence
Documentation ↗
Auth: API keyRemoteUpdated 2026-08-02
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The MCP server directory for wealth management.

5500mcp

Annuities

PlanProvider.Pro

PlanTrust

New to MCP?