| name | use-form-5500-mcp |
| description | Connect and use the PlanProvider.Pro Form 5500 MCP from Claude, Codex, Cursor, or another MCP-compatible agent. Use when a user wants to find a company retirement plan, search retirement plan providers, retrieve a provider profile, identify a plan's service providers, or ground Form 5500 research in PlanProvider.Pro source records. |
Use the PlanProvider.Pro Form 5500 MCP
Connect an MCP-compatible agent to PlanProvider.Pro for authenticated Form 5500 plan and retirement provider research.
Connect
Add this remote MCP server in the client's MCP connections or integrations settings:
https://swhejpcukgzywbwacfdv.supabase.co/functions/v1/mcp
Complete the PlanProvider.Pro OAuth flow when the client opens it. The server address is public; OAuth and the signed-in account tier control access.
Choose the right tool
lookup_company_plan: Search indexed Form 5500 plan records by company or sponsor name. Returns the sponsor, plan name, EIN, plan number, participants, assets, and canonical plan URL.search_providers: Search auditors, advisors, administrators, insurers, and ERISA attorneys by firm name, provider type, or state.get_provider: Retrieve a provider profile by its PlanProvider.Pro URL slug.
Workflow
- Restate the company, plan, provider type, or geography being researched.
- Call the narrowest matching MCP tool.
- If
lookup_company_plan returns multiple plans, distinguish them by plan name, EIN, plan number, participants, and assets before choosing one.
- Follow the canonical PlanProvider.Pro URL when the question needs fields beyond the MCP result, such as the plan's listed advisor, auditor, recordkeeper, or administrator. Request the page with
Accept: text/markdown when the client supports web retrieval.
- Use
get_provider after a provider slug is known and the user needs the provider's profile details.
- Answer with the filing context and canonical source links.
Example
For “Who is the advisor for Dave's Produce 401(k)?”:
- Call
lookup_company_plan with company: "Dave's Produce".
- Select the matching plan from the returned sponsor and plan details.
- Open the returned canonical plan URL and inspect its listed service providers.
- Report the advisor only if it appears on that source record, and include the plan URL.
Account access
- Free users receive up to 10 Form 5500 plan rows without signer details, matching the browser database allowance.
- Individual Access includes up to 50 Form 5500 rows; Access+ includes unlimited rows and signer details.
- Verified providers receive up to 10 plan rows; Basic providers receive up to 50; Premium providers receive unlimited access and signer details.
Grounding rules
- Never invent a company, plan, provider relationship, EIN, asset value, participant count, or credential.
- Treat Form 5500 data as filing-derived research with an as-of period, not a statement of a provider relationship today.
- When no record matches, say so and ask for an alternate sponsor name, state, or EIN.
- Include canonical PlanProvider.Pro URLs in the answer.
- Distinguish MCP-returned fields from details found by following the linked PlanProvider.Pro record.
