PlanTrust MCP Server
PlanTrust · Retirement & Form 5500 Research
AI-first Form 5500 database for retirement-plan research, recordkeeper due diligence and TPA benchmarking.
How to connect PlanTrust MCP Server
Step 1
Check the vendor's documentation
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.