Free · community-maintained · 180 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.

180

Servers indexed

18

Categories

Sort

4 results

5500mcp
MCP-Native AppDomainOfficial
5500mcp · Retirement & Form 5500 Research
MCP-first DOL Form 5500 service covering every filed U.S. retirement and welfare plan. Nine tools and eight skills: Form 5500 literacy, plan fee benchmark, plan diligence brief, fee transparency report, compliance flag scan, committee review inputs, verify a plan claim, and plan prospecting screen. Participants, assets, service-provider fees and financials exactly as filed, no login or keys, updated daily.
form 5500retirement plansservice-provider feescohort percentilesDOLmcp-native
Documentation ↗
Auth: NoneRemoteUpdated 2026-09-03
Rate
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
Rate
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
Rate
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
Rate

New to MCP?

Connecting a server takes a pasted link or a short config entry. No engineering background needed. Our guide explains the two hosting models, the four login types you will see on these cards, and a safe order to try them in.

Read the connection guide

The MCP server directory for wealth management.

5500mcp

Annuities

PlanProvider.Pro

PlanTrust

New to MCP?