ClearMind Capital
Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401(k) Scorecard previews
Connect it
Settings → Connectors → Add custom connector
URL: https://clearmind-capital.com/mcpSettings → Apps & Connectors → Advanced → Developer mode
Create connector with URL: https://clearmind-capital.com/mcp{
"mcpServers": {
"clearmind": {
"url": "https://clearmind-capital.com/mcp"
}
}
}claude mcp add --transport http clearmind https://clearmind-capital.com/mcp{
"servers": {
"clearmind": {
"type": "http",
"url": "https://clearmind-capital.com/mcp"
}
}
}7 tools, verified live
get_firm_overviewread-onlyFacts about ClearMind Capital LLC, a fee-only fiduciary registered investment adviser in Columbus, Ohio: services, advisers and credentials, fee schedules, custodian, regulatory IDs (CRD), contact details, and links to the Form ADV summary and SEC record. Takes no arguments, needs no auth, and returns the same published snapshot on every call. Use for any question about the firm itself. For money
search_answersread-onlyKeyword search over ClearMind Capital's published Q&A answers and Clarity Corner articles on retirement, Social Security, taxes (including Ohio and Columbus), investing, estate planning and trusts, 401(k) and workplace retirement plans, cash balance plans, and working with a fee-only advisor. Returns the best matches, each with the published answer text and its source URL, or an empty list with br
list_clarity_cornerread-onlyList ClearMind Capital's Clarity Corner education library, newest first, with titles, summaries, dates, and URLs. Every result also includes the full list of topic names, so call it with no arguments first to see which topics exist. No auth. Use to browse or find recent content. To answer a specific question use search_answers, which ranks by relevance instead of date.
get_booking_optionsread-onlyBooking links and contact details so a person can reach ClearMind Capital themselves. Individuals and families (planning, investments, estate plan) book with the Private Wealth team; business owners and HR leads (401(k), cash balance plans) book with the Workplace Retirement team. Returns links, phone, email, and the client login only. This server never books, submits, or stores anyone's informati
find_401k_planread-onlySearch the public U.S. Department of Labor Form 5500-SF filings that power the ClearMind 401(k) Scorecard. Covers 401(k) plans in all 50 states and DC that file the 5500-SF (usually under 100 participants); larger plans file the full Form 5500 and are not included, and a miss returns an empty list with a link to request a hand-built Scorecard. Search by name needs the two-letter state the company
get_401k_scorecard_previewread-onlyPreview of the ClearMind 401(k) Scorecard for one plan: overall 0-100 score, band (Strength, Monitor, Priority), headline, and a short story of the plan, scored from its latest public Form 5500-SF filing, with the filing date and data source. Not an audit or compliance determination. The full five-area breakdown is on the Scorecard page, not returned here. No auth. Step 2 of 2: get the plan_id fro
estimate_2026_income_taxread-onlyRuns ClearMind Capital's public 2026 income tax estimator: federal brackets (IRS Rev. Proc. 2025-32), the chosen state's 2026 brackets (all 50 states and DC; Ohio includes its statutory $332 base above $26,050), and optionally the City of Columbus 2.5% income tax. Returns each layer's tax, the combined total, the effective rate, the top federal bracket, and a bracket-by-bracket breakdown, plus the
Alternatives in Other
Compare →UPUrantia PapersB
Free, open MCP server for The Urantia Papers. 197 papers, 14,500+ paragraphs, 4,400+ entities.
RORootlyB
Incident management, on-call scheduling, and intelligent analysis powered by Rootly.
SCScanMalware.com URL ScannerB
MCP server for ScanMalware.com URL scanning, malware detection, and analysis.
AFAINumbers Fintech Intelligence SuiteB
744 MCP tools across 1207 fintech tools: ChainGraph AP2 decisions, execution_hash. Zero PII.
Intangible Asset Valuation MCP ServerB
Intangible asset valuation: 14 tools, 124+ formulas for IP, technology, goodwill, PPA, impairment.
TracePassB
Manage products, EU Digital Product Passports, operator parties, and GS1 EPCIS supply-chain events.