What is an MCP?
The Model Context Protocol is a standard that lets compatible AI clients securely connect to external tools and data sources. The PlanProvider.Pro MCP gives an agent authenticated Form 5500 search tools.
Use the Form 5500 Database in Claude, Codex, Cursor, and Other AI Agents
Connect your MCP-compatible AI assistant to PlanProvider.Pro and ask natural-language questions about retirement plans and the providers that serve them. The Form 5500 MCP returns structured results with links back to PlanProvider.Pro records for source review.
From a real-world question to a sourced answer
Question in the AI client: “Who’s the advisor for Dave’s Produce 401(k)?”
MCP action: The agent uses the PlanProvider.Pro MCP to find the plan, then follows the canonical PlanProvider.Pro plan record to review its listed service providers.
Illustrative response: “Dave’s Produce 401(k) lists Harvest Retirement Advisors as its retirement plan advisor. Review the PlanProvider.Pro plan and provider records to verify the filing context.”
Illustrative example only. Dave’s Produce and Harvest Retirement Advisors are fictional names; this is not a live Form 5500 result.
Search Form 5500 data from the agent you already use
The PlanProvider.Pro MCP gives AI agents a direct, authenticated way to search the Form 5500 database instead of relying on ungrounded model knowledge or manually copied search results.
- Search retirement plans by company, plan sponsor, or plan name.
- Find advisors, recordkeepers, administrators, auditors, and other service providers by name, type, or location.
- Inspect structured plan and provider details from Form 5500 filing data.
- Return canonical PlanProvider.Pro links so people can review the underlying plan or provider record.
Works with MCP-compatible AI clients
Use the Form 5500 MCP with Claude, Codex, Cursor, or another client that supports the Model Context Protocol. The same tools and account permissions follow you across compatible agents.
Connect the remote Form 5500 MCP server
Add https://swhejpcukgzywbwacfdv.supabase.co/functions/v1/mcp in your AI client MCP connections or integrations settings. This address is public by design; the client opens the PlanProvider.Pro OAuth flow so you can sign in and approve the account connection.
- Add the remote MCP server URL in your compatible AI client.
- Sign in to PlanProvider.Pro and authorize the connection.
- Ask a plan or provider question in natural language.
Built for practical retirement plan research
- Identify the providers connected to a company retirement plan before a meeting.
- Research a provider, its market footprint, and the plans associated with it.
- Build prospecting and competitive-research workflows from structured plan data.
- Look up plan characteristics while writing reports, preparing outreach, or analyzing a market.
Grounded in public Form 5500 filing data
PlanProvider.Pro organizes data derived from public U.S. Department of Labor Form 5500 filings into searchable plan and provider records. MCP responses include PlanProvider.Pro source links for verification.
Filing data can be incomplete, delayed, amended, or interpreted differently depending on context. AI responses and PlanProvider.Pro data are research tools, not legal, fiduciary, investment, tax, or accounting advice.
MCP access follows your PlanProvider.Pro account level
MCP requests use the same Form 5500 row and signer-detail allowance as the authenticated account in ProSearch. Paid individual and provider subscriptions expand the accessible result set without adding a separate monthly MCP-call quota.
| Account level | Form 5500 MCP access |
|---|---|
| Free user | Up to 10 Form 5500 plan rows; no signer details. |
| Individual Access | Up to 50 Form 5500 plan rows; no signer details. |
| Individual Access+ | Unlimited Form 5500 rows and access to signer details. |
| Verified provider | Up to 10 Form 5500 plan rows; no signer details. |
| Basic provider | Up to 50 Form 5500 plan rows; no signer details. |
| Premium provider | Unlimited Form 5500 rows and access to signer details. |
Frequently asked questions
Which AI agents can use the Form 5500 MCP?
Claude, Codex, Cursor, and other clients that support MCP can use it. Setup details vary by client, but access is tied to the same PlanProvider.Pro account.
Can free users access the Form 5500 MCP?
Yes. Free access includes up to 10 Form 5500 plan rows without signer details. Individual Access and Access+ subscriptions, and Verified, Basic, and Premium provider levels, receive access aligned with their Form 5500 database benefits.
What can an AI agent search?
Agents can search for retirement plans and plan sponsors, search for providers, and retrieve structured plan and provider details. Returned source links make it easier to inspect the relevant PlanProvider.Pro record.
How is MCP access secured?
The MCP uses PlanProvider.Pro OAuth. The client opens a secure sign-in and approval flow, and available data follows the authenticated account level.
Create a free account · Open the Form 5500 MCP agent skill · Open ProSearch · Browse retirement plans · Compare account levels