Koskamo
Navigation

Retrieve verified 530A legal rules and sources

Obtain verified legal facts about 530A contribution caps, tax rules, and withdrawal restrictions with primary source URLs.

How it works

Read-onlyResearch and knowledge

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.

Prompt

Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.

Prompt for Retrieve verified 530A legal rules and sources
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.

MCP servers it needs

Source

The vendor page this playbook is drawn from, and the passage that supports it.

GET /v1/rules — verified 530A legal facts with primary-source URLs and explicit flags for anything not yet verifiable.
530A Model API & MCP server — for developers and AI agents

Each playbook is drawn from the vendor page it cites and reviewed by Koskamo before it is published. Koskamo does not run these servers or your agent: check what each tool will do before you let it act on your accounts.

More playbooks like this