MCP 서버

ClearMind Capital

com.clearmind-capital/clearmind
금융 및 투자 지식 및 문서 공개 · 연결 가능 MCP 2026-07-28

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Provides investment-adviser information, retirement education, published financial answers, and 401(k) scorecard previews.

find_401k_plan
Find an Ohio company's 401(k) plan
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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'required': ['query'], 'properties': {'query': {'type': 'string', 'maxLength': 120, 'description': 'Company or plan name, or EIN.'}}, 'additionalProperties': False}
get_401k_scorecard_preview
ClearMind 401(k) Scorecard preview
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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'required': ['plan_id'], 'properties': {'plan_id': {'type': 'string', 'maxLength': 20, 'description': 'plan_id from find_401k_plan, e.g. 341401001-001 (EIN + plan number).'}}, 'additionalProperties': False}
get_booking_options
How to contact or book a call with ClearMind Capital
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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'properties': {'audience': {'enum': ['individual_or_family', 'business_owner'], 'type': 'string', 'description': 'Who is asking. Omit to get both options.'}}, 'additionalProperties': False}
get_firm_overview
ClearMind Capital: 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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'properties': {}, 'additionalProperties': False}
list_clarity_corner
List Clarity Corner articles and videos
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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'properties': {'kind': {'type': 'string', 'maxLength': 20, 'description': 'Article, Video, Short, or Podcast.'}, 'limit': {'type': 'integer', 'default': 10, 'maximum': 25, 'minimum': 1}, 'topic': {'type': 'string', 'maxLength': 80, 'description': "Topic name or part of one, e.g. 'Retirement' or 'Taxes'."}}, 'additionalProperties': False}
search_answers
Search ClearMind Capital's published answers
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.
읽기 전용 멱등성
입력 스키마
{'type': 'object', 'required': ['query'], 'properties': {'limit': {'type': 'integer', 'default': 5, 'maximum': 10, 'minimum': 1}, 'query': {'type': 'string', 'maxLength': 300, 'description': 'The question or topic, in plain words.'}}, 'additionalProperties': False}
추가됨
get_401k_scorecard_preview
2026년 10월 5일 2:40 AM
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find_401k_plan
2026년 10월 5일 2:40 AM
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get_booking_options
2026년 10월 5일 2:40 AM
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list_clarity_corner
2026년 10월 5일 2:40 AM
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search_answers
2026년 10월 5일 2:40 AM
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get_firm_overview
2026년 10월 5일 2:40 AM