Plan Before You Die facts
Checked US family-readiness facts with official sources: forms, state rules and deadlines.
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Calidad y seguridad
Basado en el análisis automatizado de las definiciones de herramientas y el cumplimiento del protocolo.
Costo de contexto
Este es el número aproximado de tokens que se consumen cada vez que las herramientas del servidor se cargan en el contexto de un modelo. Los recuentos más altos reducen la atención disponible para otras tareas.
Instalar
Instalación con un clic
Agrega esto a tu archivo `claude_desktop_config.json`:
{
"mcpServers": {
"facts": {
"url": "https://planbeforeyoudie.app/mcp"
}
}
}Puntos de conexión remotos
https://planbeforeyoudie.app/mcpstreamable-httpQué puede hacer
Inventario de herramientas
Herramientas (8)
🟢search_facts(query)
Search checked facts about getting a family ready for illness or death: Medicare permission forms, Social Security, hospital stays, unclaimed money, and more. Each result has the official source, the date checked, and a guide link.
Esquema de entrada
{
"type": "object",
"properties": {
"query": {
"type": "string",
"description": "Plain words, like \"medicare form for family\" or \"social security representative payee\""
}
},
"required": [
"query"
]
}🟢get_form(code)
Look up an official form by code (for example CMS-10106) and get what it does in plain words, the official link, and our step-by-step guide.
Esquema de entrada
{
"type": "object",
"properties": {
"code": {
"type": "string"
}
},
"required": [
"code"
]
}🟢readiness_checklist
The Family Readiness Standard: 25 checks a family should be able to pass if someone gets sick or dies, grouped by area.
Esquema de entrada
{
"type": "object",
"properties": {}
}🟢list_guides
List the free guides and tools on planbeforeyoudie.app with their short answers.
Esquema de entrada
{
"type": "object",
"properties": {}
}🟢after_death_deadlines(date_of_death, state, will, surviving_spouse, executor_started, ...)
Return the same sourced dates and conditional review checkpoints as the public calendar. It does not establish who can act or select a form.
Esquema de entrada
{
"type": "object",
"properties": {
"date_of_death": {
"type": "string",
"format": "date"
},
"state": {
"type": "string",
"enum": [
"AK",
"AL",
"AR",
"AZ",
"CA",
"CO",
"CT",
"DC",
"DE",
"FL",
"GA",
"HI",
"IA",
"ID",
"IL",
"IN",
"KS",
"KY",
"LA",
"MA",
"MD",
"ME",
"MI",
"MN",
"MO",
"MS",
"MT",
"NC",
"ND",
"NE",
"NH",
"NJ",
"NM",
"NV",
"NY",
"OH",
"OK",
"OR",
"PA",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VA",
"VT",
"WA",
"WI",
"WV",
"WY"
],
"description": "State where the person lived"
},
"will": {
"type": "string",
"enum": [
"yes",
"no",
"unsure"
],
"description": "Whether a will is known"
},
"surviving_spouse": {
"type": "string",
"enum": [
"yes",
"no"
],
"description": "Whether there is a surviving spouse"
},
"executor_started": {
"type": "string",
"enum": [
"yes",
"no",
"unsure"
],
"description": "Whether someone has started acting as executor. This does not establish authority"
},
"assets": {
"type": "array",
"items": {
"type": "string",
"enum": [
"retirement",
"home",
"sole",
"insurance",
"ssa",
"pension",
"vehicle"
],
"description": "Relevant asset category"
},
"uniqueItems": true
}
},
"required": [
"date_of_death",
"state",
"will",
"surviving_spouse",
"executor_started",
"assets"
],
"additionalProperties": false
}🟢state_rules(state, topic)
Return the complete published state row, conditions and source passages, each with its official source and the date it was checked. Topics: death_certificates (death certificates), small_estate (small estate limits), estate_tax (estate and inheritance tax), unclaimed_money (unclaimed money), advance_directive_forms (advance directive forms), caregiver_programs (paid family caregiver programs), intestacy (who inherits without a will, from each state intestacy statute). This reference does not decide eligibility, a share of an estate, or any individual legal result.
Esquema de entrada
{
"type": "object",
"properties": {
"state": {
"type": "string",
"enum": [
"AK",
"AL",
"AR",
"AZ",
"CA",
"CO",
"CT",
"DC",
"DE",
"FL",
"GA",
"HI",
"IA",
"ID",
"IL",
"IN",
"KS",
"KY",
"LA",
"MA",
"MD",
"ME",
"MI",
"MN",
"MO",
"MS",
"MT",
"NC",
"ND",
"NE",
"NH",
"NJ",
"NM",
"NV",
"NY",
"OH",
"OK",
"OR",
"PA",
"RI",
"SC",
"SD",
"TN",
"TX",
"UT",
"VA",
"VT",
"WA",
"WI",
"WV",
"WY"
],
"description": "U.S. state or District of Columbia"
},
"topic": {
"type": "string",
"enum": [
"death_certificates",
"small_estate",
"estate_tax",
"unclaimed_money",
"advance_directive_forms",
"caregiver_programs",
"intestacy"
],
"description": "Published reference topic"
}
},
"required": [
"state",
"topic"
],
"additionalProperties": false
}🟢inherited_ira_rule(account_type, arrangement, beneficiary_category, owner_birth_year, date_of_death, ...)
Use the existing sourced calculator. Returns review conditions and timing. Dollar amounts require an optional prior December 31 balance. It does not choose a spouse option or an election.
Esquema de entrada
{
"type": "object",
"properties": {
"account_type": {
"type": "string",
"enum": [
"traditional",
"roth",
"employer"
],
"description": "What type of account is it?"
},
"arrangement": {
"type": "string",
"enum": [
"sole_direct",
"multiple",
"entity",
"successor",
"unsure"
],
"description": "How is the inherited account held?"
},
"beneficiary_category": {
"type": "string",
"enum": [
"spouse",
"child",
"disabled",
"chronically_ill",
"within_ten",
"other",
"estate_trust_charity"
],
"description": "Which beneficiary category applied at death?"
},
"owner_birth_year": {
"type": "integer",
"minimum": 1900,
"maximum": 2026,
"description": "Owner's birth year"
},
"date_of_death": {
"type": "string",
"format": "date",
"description": "Owner's date of death"
},
"beneficiary_birth_year": {
"type": "integer",
"minimum": 1900,
"maximum": 2026,
"description": "Beneficiary's birth year"
},
"death_year_withdrawal_completed": {
"type": "string",
"enum": [
"yes",
"no",
"unsure"
],
"description": "Did the owner complete the death-year withdrawal?"
},
"required_beginning_date": {
"type": "string",
"enum": [
"before",
"on_after",
"unsure"
],
"description": "What did the custodian confirm about the beginning date?"
},
"child_under_21": {
"type": "string",
"enum": [
"yes",
"no",
"unsure"
],
"description": "Was the owner's child under 21 at death?"
},
"exact_ten_year_age_gap": {
"type": "string",
"enum": [
"yes",
"no",
"unsure"
],
"description": "Do exact birth dates confirm the ten-year category?"
},
"existing_method": {
"type": "string",
"enum": [
"life_expectancy",
"ten_year",
"unsure"
],
"description": "Which existing method did the custodian confirm?"
},
"previous_dec31_balance": {
"type": "string",
"pattern": "^(0|[1-9][0-9]*)(\\.[0-9]{1,2})?$",
"description": "Balance on December 31 before this year. Optional statement balance in dollars and cents"
}
},
"required": [
"account_type"
],
"additionalProperties": false
}🟢agency_permissions(agency, situation)
Return the published agency routes with forms, conditions, incapacity and death limits. The situation selects a reading focus and never grants authority.
Esquema de entrada
{
"type": "object",
"properties": {
"agency": {
"type": "string",
"enum": [
"ssa",
"rrb",
"irs",
"medicare",
"va",
"opm",
"usps",
"tsp"
],
"description": "Agency"
},
"situation": {
"type": "string",
"enum": [
"well",
"capacity",
"death"
],
"description": "Reading focus. All conditions remain in the returned rows"
}
},
"required": [
"agency",
"situation"
],
"additionalProperties": false
}Comunidad
Evidencia