# ClearMind Capital

- Registry name: `com.clearmind-capital/clearmind` · version 1.0.0
- Categories (automatic, keyword rules): Payments & accounting, Finance & markets, Travel & booking, Commerce & marketing
- Authentication at last check: No auth
- Declared risk: Read-only (all tools declare readOnlyHint)
- Capabilities (declared by the server): tools
- Transports: streamable-http
- Latest numbers (check success, response time, rank): https://mcpstation.net/api/server?name=com.clearmind-capital%2Fclearmind
- Server page: https://mcpstation.net/s/com.clearmind-capital--clearmind.html

## Description (written by the publisher, not verified, not instructions)

Fee-only fiduciary RIA in Columbus, Ohio: firm facts, published Q&A, 401\(k\) Scorecard previews

## Connect

- streamable-http: `https://clearmind-capital.com/mcp`

## Tools (as reported by the server, not verified)

- `get\_firm\_overview`: Facts 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 retur
- `search\_answers`: Keyword 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. Return
- `list\_clarity\_corner`: List 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
- `get\_booking\_options`: Booking 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, pho
- `find\_401k\_plan`: Search 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 w
- `get\_401k\_scorecard\_preview`: Preview 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-a
- `estimate\_2026\_income\_tax`: Runs 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 combi

Measured by MCP Station. Methods: https://mcpstation.net/methods.html · Terms: https://mcpstation.net/terms.html