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Windsurf

Plan Data API for Windsurf

com.form5500data/plan-data

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

client:Windsurf transport:streamable-http tools:7

Install Plan Data API in Windsurf

~/.codeium/windsurf/mcp_config.json · windows: %USERPROFILE%\.codeium\windsurf\mcp_config.json

{
  "mcpServers": {
    "plan-data": {
      "serverUrl": "https://api.form5500data.com/mcp"
    }
  }
}

Global only — Windsurf has no per-project MCP config. Refresh Cascade after saving. Windsurf docs

What Windsurf can do once it is connected

Plan Data API in other clients