Obtain verified legal facts about 530A contribution caps, tax rules, and withdrawal restrictions with primary source URLs.
The agent uses the explain_530a tool or GET /v1/rules endpoint to fetch verified legal information. It extracts specific rules requested by the user, such as contribution limits or qualified education expenses. The agent ensures that all claims are backed by the primary source URLs provided in the response, maintaining high accuracy for financial compliance questions.
- Category: Research and knowledge
- Effect: Read-only
- MCP servers: 530A Model MCP (https://koskamo.com/explore/530a-model-mcp)
- Source: 530A Model API & MCP server — for developers and AI agents (https://530amodel.com/api)
- Source quote: "GET /v1/rules — verified 530A legal facts with primary-source URLs and explicit flags for anything not yet verifiable."
- Playbook page: https://koskamo.com/explore/use-cases/retrieve-verified-530a-legal-rules-and-sources
Prompt: Ask the 530A Model connector what the current contribution caps and tax rules are for 530A accounts, and provide the primary source URLs for verification.