This listing does not publish a public endpoint or install command yet. Open the vendor documentation above for access details, then follow the general steps in our connection guide.
Step 2
Authenticate with API key
Create a key in the vendor's dashboard and store it as an environment variable in your client config — never paste it into a chat window.
Step 3
Verify, then widen access
Restart your client, confirm the server's tools appear, and run one read-only question first. Keep client-side approval prompts on for any tool that can write, trade or send. Confirm with your firm's compliance policy before connecting systems holding client data.
A draft withdrawal order with the reasoning shown.
Financial PlanningFinancial PlanningRetirement & Form 5500 Research
Read-only: draft a retirement income sequencing outline for <client name> across taxable, tax-deferred and Roth accounts, including RMD timing and a rough tax-bracket view. Pull household balances and goals from the planning tool, and use employer-plan data — plan provisions, distribution options and any Form 5500 or plan-document detail available — for the workplace accounts rather than assuming standard terms. Show your reasoning, every assumption, and which source each account's rules came from. This is a discussion draft — do not update the plan, and note where a CPA should confirm the tax treatment.
Guardrail · Draft only. Tax conclusions need a qualified professional's confirmation.
Plan profile from Form 5500
A factual snapshot of a plan before the first conversation.
Retirement Plan Due DiligenceRetirement & Form 5500 ResearchCompliance, Risk & Regulatory
Read-only: pull the most recent Form 5500 data for <plan sponsor name> and summarise participants, assets, provider, recordkeeper, auditor and any reported issues, then check the named provider and advisor against my compliance and regulatory research tools for registration status and disclosure history. Include the filing year, cite each figure, and show filing facts and regulatory findings in separate columns. Mark anything not in the filing or the regulatory record as 'not disclosed' rather than estimating.
Guardrail · Read-only public filings. Confirm currency of the data before using it.
Plan fee benchmarking read
How the plan's costs compare, with sources shown.
Retirement Plan Due DiligenceRetirement & Form 5500 ResearchCompliance, Risk & Regulatory
Read-only: from the Form 5500 and schedules for <plan name>, summarise disclosed fees per participant and as a share of assets and compare to plans of similar size using only sources you can cite, then note any fee-related disclosure, complaint or exam finding for the plan's provider or advisor from my compliance and regulatory tools. State the limitations of both the benchmark and the regulatory record. No recommendations to switch providers — just the analysis with each figure's source.
Guardrail · Read-only. Benchmark data varies in quality — always show the source.
