ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
사용해야 할까요
품질 및 안전성
도구 정의와 프로토콜 준수에 대한 자동 분석을 기반으로 합니다.
컨텍스트 비용
이는 서버의 도구가 모델의 컨텍스트에 로드될 때마다 소비되는 대략적인 토큰 수입니다. 수치가 높을수록 다른 작업에 사용할 수 있는 주의가 줄어듭니다.
설치
원클릭 설치
`claude_desktop_config.json` 파일에 다음을 추가하세요:
{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}원격 엔드포인트
https://clearmind-capital.com/mcpstreamable-http할 수 있는 일
도구 목록
도구 (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.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"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.
입력 스키마
{
"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
}커뮤니티
증거