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Plan Data API MCP

v0.1.0

com.form5500data/plan-data

Form 5500 data for prospecting and research: U.S. retirement plans, recordkeepers, fees, switches.

transport:streamable-http tools:7

Target client

run in your project directory

claude mcp add --transport http plan-data https://api.form5500data.com/mcp

setup guides: Claude Code Claude Desktop Cursor VS Code Zed Windsurf Cline Gemini CLI Grok ChatGPT Claude.ai LangChain

Adds it for this project only. Append --scope user to make it available everywhere. Claude Code docs

search_plans Read-only

search plans

get_plan Read-only

get plan

get_plan_history Read-only

get plan history

get_plan_fees Read-only

get plan fees

find_plan_changes Read-only

find plan changes

list_prospects Read-only

list prospects

get_coverage Read-only

get coverage

All 7 tools, one page each

Mutating and Read-only are read off each tool's name, not its schema — a hint, not a guarantee. Check the server's own documentation before granting access.