ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
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品質與安全性
根據工具定義與協定合規性的自動化分析。
上下文成本
這是每次將伺服器的工具載入模型上下文時所消耗的約略 token 數量。數量越高，可用於其他工作的注意力就越少。
安裝
一鍵安裝
將以下內容加入你的 `claude_desktop_config.json` 檔案：
{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}遠端端點
https://clearmind-capital.com/mcpstreamable-http它能做什麼
工具清單
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.
輸入結構描述
{
"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.
輸入結構描述
{
"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.
輸入結構描述
{
"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.
輸入結構描述
{
"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.
輸入結構描述
{
"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.
輸入結構描述
{
"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
}社群
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