servers/ development/ plan-data-api
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Plan Data API

Unverified Claim & verify → Development

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

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Overview Installation

Overview

Plan Data API is a Model Context Protocol server that gives AI assistants direct access to Form 5500 data for prospecting and research. Query U.S. retirement plans, recordkeepers, fees, and plan switches programmatically instead of hunting through forms manually.

The server runs remotely at https://api.form5500data.com/mcp with no authentication required and nothing to install locally. Current release is v0.1.0.

Listed in Development on mcp.site, Plan Data API works with any MCP client including Claude Desktop, Claude Code, Cursor, VS Code, Windsurf, and Zed. If you maintain this server, claim the listing to verify ownership and keep information accurate.

▸Hosted endpoint — Streamable HTTP · https://api.form5500data.com/mcp

Installation

Settings → Connectors → Add custom connector
Name: Plan Data API
URL:  https://api.form5500data.com/mcp

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