Advisor Deadlines

dev.workers.agentbets.advisor-deadlines-mcp/advisor-deadlines · v1.0.0

Measured by MCP Station

Last check	Reachable
Checked at	—
Check success 7 / 30 days	—
First-try success 30 days	—
Median response	—
Lookups 30 days	—
Authentication	No auth
MCP version	2025-06-18
Rank score	—
Declared risk	Read-only (all tools declare readOnlyHint)
Capabilities declared	tools
Tool definitions	2 tools · with description 100% · input schema is an object 100% · read/destructive hints 100%

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

streamable-http · https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

claude mcp add --transport http advisor-deadlines https://advisor-deadlines-mcp.agentbets.workers.dev/mcp

{
  "mcpServers": {
    "advisor-deadlines": {
      "url": "https://advisor-deadlines-mcp.agentbets.workers.dev/mcp"
    }
  }
}

list_deadlines
List the Q4 IRS deadlines still ahead (Oct 15 SEP contribution on extension and excess IRA contribution fix; Dec 31 RMD, Roth conversion, QCD), each with due date, who it applies to, days left and the IRS source.
check_clients
For each client, return which remaining Q4 deadlines hit them, why (e.g. 'age 74 with a Rollover IRA', 'on extension with a SEP IRA'), and whether an open item already covers it. Use initials or ids, not names; inputs are not stored.

Website · JSON · Text for agents · Registry updated 2026-10-11