ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
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质量与安全性
基于对工具定义和协议合规性的自动分析。
上下文开销
这是每次将服务器的工具加载到模型上下文窗口时所消耗的大致 token 数。数值越高，可用于其他任务的注意力就越少。
安装
一键安装
将以下内容添加到你的 `claude_desktop_config.json` 文件中：
{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}远程端点
https://clearmind-capital.com/mcpstreamable-http它能做什么
工具清单
工具（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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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.
输入模式
{
"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
}社区
证据