    servers/
        development/
        advisor-deadlines
  

AD

Advisor Deadlines

Unverified Claim & verify → Development

Q4 IRS deadline check for advisors: which clients an RMD, QCD or SEP date hits. Stateless.

Visit website ↗ Try Remote Server

Overview Installation

Overview

Advisor Deadlines is an MCP server that helps financial advisors identify which clients face Q4 IRS deadlines for required minimum distributions, qualified charitable distributions, or SEP contributions. It runs stateless and exposes this deadline-checking functionality as tools your AI assistant can invoke directly.

The server is fully hosted and remote—connect your MCP client to https://advisor-deadlines-mcp.agentbets.workers.dev/mcp with no local installation needed. No authentication is required. Version v1.0.0 is the latest release.

Advisor Deadlines appears in the Development category on mcp.site and works with MCP clients including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, Zed, and others. Maintainers can claim this listing to verify ownership and keep information current.

▸Hosted endpoint — Streamable HTTP · https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

Installation

Settings → Connectors → Add custom connector
Name: Advisor Deadlines
URL:  https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

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