ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
使うべきか
品質と安全性
ツール定義とプロトコルへの準拠に関する自動分析に基づいています。
コンテキストコスト
これは、サーバーのツールがモデルのコンテキストに読み込まれるたびに消費されるおおよそのトークン数です。数が多いほど、ほかのタスクに使える注意が減ります。
インストール
ワンクリックインストール
これを `claude_desktop_config.json` ファイルに追加してください:
{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}リモートエンドポイント
https://clearmind-capital.com/mcpstreamable-httpできること
ツール一覧
ツール（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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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.
入力スキーマ
{
"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
}コミュニティ
エビデンス