ClearMind Capital MCP
An official Model Context Protocol server operated by ClearMind Capital LLC, a fee-only fiduciary RIA. It allows AI agents to access firm information, search educational content, view 401(k) scorecard previews, and estimate income taxes using the same published content as their website.
Endpoint and access
No sign-in to connect and list tools. Individual tools may still need a vendor account, credentials, or permissions; check the documented prerequisites.
https://clearmind-capital.com/mcpWhat its tools do
7 tools, grouped by the hints the server advertises. Hints are self-declared, not verified behavior.
Checks and signals
Each line is separate evidence, not a trust score.
- Passed Endpoint answered the live check ·
- Passed Official MCP Registry namespace is tied to clearmind-capital.com ·
- Passed Endpoint is on the registry namespace domain ·
- Availability 1 of 1 checks passed in 30 days
What you can do with it
- Retrieve firm overview and fiduciary credentials
- Search educational content in the Clarity Corner
- Get previews of the ClearMind 401(k) Scorecard
- Estimate 2026 income tax for clients
Source and maintenance
Protocol and capabilities
- Server
- clearmind-capital 1.3.1
- MCP protocol negotiated in check
- 2025-11-25
- Tools
- 7 advertised
- Resources
- Not advertised
- Resource templates
- Not advertised
- Prompts
- Not advertised
{
"tools": {
"listChanged": false
}
}Server-provided instructions
Untrusted server output shown for inspection. It is not Koskamo guidance and is excluded from knowledge search.
Tools
7 advertised
get_firm_overview — ClearMind Capital: firm overview
Facts about ClearMind Capital LLC, a fee-only fiduciary registered investment adviser in Columbus, Ohio: services, advisers and credentials, fee schedules, custodian, regulatory IDs (CRD), contact details, and links to the Form ADV summary and SEC record. Takes no arguments, needs no auth, and returns the same published snapshot on every call. Use for any question about the firm itself. For money topics (retirement, taxes, investing) use search_answers; to book a call use get_booking_options; for a company's 401(k) use find_401k_plan.
{
"type": "object",
"properties": {},
"additionalProperties": false
}{
"title": "Firm overview",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}search_answers — Search ClearMind Capital's published answers
Keyword search over ClearMind Capital's published Q&A answers and Clarity Corner articles on retirement, Social Security, taxes (including Ohio and Columbus), investing, estate planning and trusts, 401(k) and workplace retirement plans, cash balance plans, and working with a fee-only advisor. Returns the best matches, each with the published answer text and its source URL, or an empty list with browse links when nothing matches. No auth; general education only, never advice for a specific person. Use for a specific money question. To browse the library by date or topic use list_clarity_corner; for facts and fees about the firm use get_firm_overview.
{
"type": "object",
"required": [
"query"
],
"properties": {
"limit": {
"type": "integer",
"default": 5,
"maximum": 10,
"minimum": 1,
"description": "Most results to return (1-10, default 5). Weak matches are dropped, so you may get fewer."
},
"query": {
"type": "string",
"maxLength": 300,
"description": "The question or topic in plain words, e.g. 'Roth conversion before retirement'. Full questions work; no operators or quotes needed."
}
},
"additionalProperties": false
}{
"title": "Search answers",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}list_clarity_corner — List Clarity Corner articles and videos
List ClearMind Capital's Clarity Corner education library, newest first, with titles, summaries, dates, and URLs. Every result also includes the full list of topic names, so call it with no arguments first to see which topics exist. No auth. Use to browse or find recent content. To answer a specific question use search_answers, which ranks by relevance instead of date.
{
"type": "object",
"properties": {
"kind": {
"type": "string",
"maxLength": 20,
"description": "Article, Video, Short, or Podcast. Case-insensitive; plurals work."
},
"limit": {
"type": "integer",
"default": 10,
"maximum": 25,
"minimum": 1,
"description": "Most items to return (1-25, default 10)."
},
"topic": {
"type": "string",
"maxLength": 80,
"description": "Topic name or part of one, case-insensitive, e.g. 'Retirement' or 'tax'. Combines with kind (both must match)."
}
},
"additionalProperties": false
}{
"title": "Clarity Corner library",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}get_booking_options — How to contact or book a call with ClearMind Capital
Booking links and contact details so a person can reach ClearMind Capital themselves. Individuals and families (planning, investments, estate plan) book with the Private Wealth team; business owners and HR leads (401(k), cash balance plans) book with the Workplace Retirement team. Returns links, phone, email, and the client login only. This server never books, submits, or stores anyone's information; hand the links to the person. No auth. For fees, services, or adviser credentials use get_firm_overview.
{
"type": "object",
"properties": {
"audience": {
"enum": [
"individual_or_family",
"business_owner"
],
"type": "string",
"description": "individual_or_family for personal planning, business_owner for a company retirement plan. Omit when unsure to get both options."
}
},
"additionalProperties": false
}{
"title": "Booking options",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}find_401k_plan — Find a company's 401(k) plan
Search the public U.S. Department of Labor Form 5500-SF filings that power the ClearMind 401(k) Scorecard. Covers 401(k) plans in all 50 states and DC that file the 5500-SF (usually under 100 participants); larger plans file the full Form 5500 and are not included, and a miss returns an empty list with a link to request a hand-built Scorecard. Search by name needs the two-letter state the company files from; an EIN works in any state. Returns up to 5 plans with sponsor, city, state, plan year, participant count, and plan_id. No auth. Step 1 of 2: pass the plan_id to get_401k_scorecard_preview for the score.
{
"type": "object",
"required": [
"query"
],
"properties": {
"query": {
"type": "string",
"maxLength": 120,
"description": "Company or plan name (e.g. 'Acme Tool'), a 9-digit EIN, or a 12-digit EIN plus plan number. Dashes and spaces are ignored."
},
"state": {
"type": "string",
"maxLength": 2,
"minLength": 2,
"description": "Two-letter state (or DC) of the company's address on its filing, e.g. OH or TX. Required to search by name; ignored for an EIN."
}
},
"additionalProperties": false
}{
"title": "Find a 401(k) plan",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}get_401k_scorecard_preview — ClearMind 401(k) Scorecard preview
Preview of the ClearMind 401(k) Scorecard for one plan: overall 0-100 score, band (Strength, Monitor, Priority), headline, and a short story of the plan, scored from its latest public Form 5500-SF filing, with the filing date and data source. Not an audit or compliance determination. The full five-area breakdown is on the Scorecard page, not returned here. No auth. Step 2 of 2: get the plan_id from find_401k_plan first; an unknown plan_id returns an error that says so.
{
"type": "object",
"required": [
"plan_id"
],
"properties": {
"plan_id": {
"type": "string",
"maxLength": 20,
"description": "plan_id from find_401k_plan: 9-digit EIN plus 3-digit plan number, e.g. 341401001-001. The dash is optional."
}
},
"additionalProperties": false
}{
"title": "401(k) Scorecard preview",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}estimate_2026_income_tax — Estimate 2026 federal, state, and Columbus income tax
Runs ClearMind Capital's public 2026 income tax estimator: federal brackets (IRS Rev. Proc. 2025-32), the chosen state's 2026 brackets (all 50 states and DC; Ohio includes its statutory $332 base above $26,050), and optionally the City of Columbus 2.5% income tax. Returns each layer's tax, the combined total, the effective rate, the top federal bracket, and a bracket-by-bracket breakdown, plus the estimator page URL to cite. Input is TAXABLE income (after deductions), applied to every layer. Excludes credits, the AMT, capital-gain rates, payroll tax, and most local taxes. General education only, not advice for a specific person. No auth; nothing is stored.
{
"type": "object",
"required": [
"taxable_income"
],
"properties": {
"state": {
"type": "string",
"default": "OH",
"maxLength": 2,
"minLength": 2,
"description": "Two-letter state code (or DC). Default OH."
},
"filing_status": {
"enum": [
"single",
"married_filing_jointly"
],
"type": "string",
"default": "single",
"description": "Filing status. Default single."
},
"taxable_income": {
"type": "number",
"maximum": 25000000,
"minimum": 0,
"description": "Taxable income in US dollars for 2026, e.g. 150000."
},
"include_columbus": {
"type": "boolean",
"default": false,
"description": "Add the City of Columbus 2.5% municipal income tax (for people who live or work in Columbus)."
}
},
"additionalProperties": false
}{
"title": "2026 income tax estimate",
"readOnlyHint": true,
"openWorldHint": false,
"idempotentHint": true,
"destructiveHint": false
}Prompts
Not advertised
Resources
Not advertised
30-day availability
Aggregated from read-only remote checks; this is not a tool-execution or security guarantee.
- Successful checks
- 1 of 1 (100%)
- Average latency
- 287 ms
- 95th percentile latency
- 287 ms
Maintenance history
Public check and source-refresh events. Editorial and ownership records remain private.
- · probe · passed · 287 ms · metadata changed · 7 tool(s)
Connect from your client
Each snippet registers the same endpoint; pick the client you use.
Claude Code
claude mcp add --transport http clearmind-capital-mcp https://clearmind-capital.com/mcpCodex
codex mcp add clearmind-capital-mcp --url https://clearmind-capital.com/mcpCursor
{
"mcpServers": {
"clearmind-capital-mcp": {
"url": "https://clearmind-capital.com/mcp"
}
}
}Cline
{
"mcpServers": {
"clearmind-capital-mcp": {
"type": "streamableHttp",
"url": "https://clearmind-capital.com/mcp",
"disabled": false
}
}
}VS Code
{
"servers": {
"clearmind-capital-mcp": {
"type": "http",
"url": "https://clearmind-capital.com/mcp"
}
}
}Gemini CLI
gemini mcp add --transport http clearmind-capital-mcp https://clearmind-capital.com/mcpClaude Desktop
https://clearmind-capital.com/mcpWindsurf
{
"mcpServers": {
"clearmind-capital-mcp": {
"serverUrl": "https://clearmind-capital.com/mcp"
}
}
}Let your agent find its tools
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