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ClearMind Capital

Server Details

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

Ownership verified
Status
Healthy
Uptime
100.0% over the last 24 hours
Last Tested
Transport
Streamable HTTP · MCP 2025-11-25
URL
ChatGPT
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Claude
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TDQS

A4.7/5.0

Scored across 7 tools

Disambiguation5/5

Each tool targets a clearly distinct purpose: tax estimation, 401k plan search, 401k scorecard preview, booking, firm overview, content browsing, and content search. Descriptions cross-reference each other and explicitly guide use cases, leaving minimal ambiguity.

Naming Consistency5/5

All tools use snake_case with a consistent verb_noun pattern (estimate_, find_, get_, list_, search_). Names are descriptive and follow the same convention throughout.

Tool Count5/5

Seven tools is well-scoped for a public advisory information server. Each tool earns its place with a distinct function, and the count falls comfortably within the ideal 3-15 range.

Completeness4/5

The surface covers core public workflows: tax estimation, 401k lookup and scoring, firm info, booking links, and content discovery. Minor gaps exist (401k search limited to small Form 5500-SF plans, scorecard preview only, tax estimator limited to 2026), but agents can work around them via provided links.

Available Tools

7 tools
estimate_2026_income_taxEstimate 2026 federal, state, and Columbus income taxA
Read-onlyIdempotent
Inspect

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 combined total, the effective rate, the top federal bracket, and a bracket-by-bracket breakdown, plus the estimator page URL to cite. Input is TAXABLE income (after deductions), applied to every layer. Excludes credits, the AMT, capital-gain rates, payroll tax, and most local taxes. General education only, not advice for a specific person. No auth; nothing is stored.

Inputs: taxable_income (required), state, filing_status, include_columbus.

find_401k_planFind a company's 401(k) planA
Read-onlyIdempotent
Inspect

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 with a link to request a hand-built Scorecard. Search by name needs the two-letter state the company files from; an EIN works in any state. Returns up to 5 plans with sponsor, city, state, plan year, participant count, and plan_id. No auth. Step 1 of 2: pass the plan_id to get_401k_scorecard_preview for the score.

Inputs: query (required), state.

get_401k_scorecard_previewClearMind 401(k) Scorecard previewA
Read-onlyIdempotent
Inspect

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-area breakdown is on the Scorecard page, not returned here. No auth. Step 2 of 2: get the plan_id from find_401k_plan first; an unknown plan_id returns an error that says so.

Inputs: plan_id (required).

get_booking_optionsHow to contact or book a call with ClearMind CapitalA
Read-onlyIdempotent
Inspect

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, phone, email, and the client login only. This server never books, submits, or stores anyone's information; hand the links to the person. No auth. For fees, services, or adviser credentials use get_firm_overview.

Inputs: audience.

get_firm_overviewClearMind Capital: firm overviewA
Read-onlyIdempotent
Inspect

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 returns the same published snapshot on every call. Use for any question about the firm itself. For money topics (retirement, taxes, investing) use search_answers; to book a call use get_booking_options; for a company's 401(k) use find_401k_plan.

Inputs: no named parameters.

list_clarity_cornerList Clarity Corner articles and videosA
Read-onlyIdempotent
Inspect

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 question use search_answers, which ranks by relevance instead of date.

Inputs: kind, limit, topic.

search_answersSearch ClearMind Capital's published answersA
Read-onlyIdempotent
Inspect

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. Returns the best matches, each with the published answer text and its source URL, or an empty list with browse links when nothing matches. No auth; general education only, never advice for a specific person. Use for a specific money question. To browse the library by date or topic use list_clarity_corner; for facts and fees about the firm use get_firm_overview.

Inputs: query (required), limit.

Tool Schema Changelog

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