Plan Data API for Claude.ai

com.form5500data/plan-data

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

client:Claude.ai transport:streamable-http tools:7

Install Plan Data API in Claude.ai

Settings → Connectors → Add custom connector

https://api.form5500data.com/mcp

Claude on the web takes a remote URL and completes OAuth in the browser. For a packaged server use Claude Desktop or Claude Code instead. Claude.ai docs

What Claude.ai can do once it is connected

search_plans
get_plan
get_plan_history
get_plan_fees
find_plan_changes
list_prospects
get_coverage

Plan Data API in other clients

Claude Code
Claude Desktop
Cursor
VS Code
Zed
Windsurf
Cline
Gemini CLI
Grok
ChatGPT
LangChain

Plan Data API MCP server