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Plan Data API

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

com.form5500data · ↓ 0 installs

Install

Add the config to your client settings. Replace values in <angle brackets> with your own.

Config file: claude_desktop_config.json
{
  "mcpServers": {
    "plan-data": {
      "command": "npx",
      "args": [
        "-y",
        "mcp-remote",
        "https://api.form5500data.com/mcp"
      ]
    }
  }
}

Or in one command — the CLI adds the server to your client config:

CLI
npx ai-point add com.form5500data/plan-data

Tools

The tool list will appear once the server has a sandbox or the editors fill it in.

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