ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
Should I use this
Quality & Safety
Based on automated analysis of tool definitions and protocol compliance.
Context Cost
This is the approximate number of tokens consumed each time the server's tools are loaded into a model's context. Higher counts reduce the attention available for other tasks.
Install
One-Click Install
Add this to your `claude_desktop_config.json` file:
{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}Remote endpoints
https://clearmind-capital.com/mcpstreamable-httpWhat it can do
Tool inventory
Tools (6)
🟢get_firm_overview
Facts about ClearMind Capital LLC, a fee-only fiduciary registered investment adviser in Columbus, Ohio: services, advisers and credentials, fee schedules, custodian, regulatory IDs (CRD), contact details, and links to the Form ADV summary and SEC record. Use for any question about the firm itself.
Input Schema
{
"type": "object",
"properties": {},
"additionalProperties": false
}🟢search_answers(query, limit)
Search ClearMind Capital's published answers and Clarity Corner articles on retirement, Social Security, taxes (including Ohio and Columbus), investing, estate planning and trusts, 401(k) and workplace retirement plans, cash balance plans, and working with a fee-only advisor. Returns the published answer text with its source URL. General education only.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "The question or topic, in plain words.",
"maxLength": 300
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 10,
"default": 5
}
},
"required": [
"query"
],
"additionalProperties": false
}🟢list_clarity_corner(topic, kind, limit)
List ClearMind Capital's Clarity Corner education library, newest first. Optionally filter by topic or kind (Article, Video, Short, Podcast). Returns titles, summaries, dates, and URLs.
Input Schema
{
"type": "object",
"properties": {
"topic": {
"type": "string",
"description": "Topic name or part of one, e.g. 'Retirement' or 'Taxes'.",
"maxLength": 80
},
"kind": {
"type": "string",
"description": "Article, Video, Short, or Podcast.",
"maxLength": 20
},
"limit": {
"type": "integer",
"minimum": 1,
"maximum": 25,
"default": 10
}
},
"additionalProperties": false
}🟢get_booking_options(audience)
Booking links and contact details so a person can reach ClearMind Capital themselves. Individuals and families (planning, investments, estate plan) book with the Private Wealth team; business owners and HR leads (401(k), cash balance plans) book with the Workplace Retirement team. This server never submits anyone's information.
Input Schema
{
"type": "object",
"properties": {
"audience": {
"type": "string",
"enum": [
"individual_or_family",
"business_owner"
],
"description": "Who is asking. Omit to get both options."
}
},
"additionalProperties": false
}🟢find_401k_plan(query)
Search the public U.S. Department of Labor Form 5500-SF filings that power the ClearMind 401(k) Scorecard (Ohio 401(k) plans that file the 5500-SF, usually under 100 participants). Search by company or plan name, or by the 9-digit EIN. Returns plan_id values for get_401k_scorecard_preview.
Input Schema
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Company or plan name, or EIN.",
"maxLength": 120
}
},
"required": [
"query"
],
"additionalProperties": false
}🟢get_401k_scorecard_preview(plan_id)
Preview of the ClearMind 401(k) Scorecard for one plan: overall 0-100 score, band (Strength, Monitor, Priority), headline, and a short story of the plan, scored from its latest public Form 5500-SF filing. Not an audit or compliance determination. The full five-area breakdown is on the Scorecard page.
Input Schema
{
"type": "object",
"properties": {
"plan_id": {
"type": "string",
"description": "plan_id from find_401k_plan, e.g. 341401001-001 (EIN + plan number).",
"maxLength": 20
}
},
"required": [
"plan_id"
],
"additionalProperties": false
}Community
Evidence