smsf-rules-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| list_rulesA | List the rules in the corpus, optionally filtered by category. |
| get_ruleA | Return one rule in full: summary, figures in cents, mechanics, sources and provenance. |
| search_rulesA | Find rules whose text contains the query's words (simple token match, ranked by hits). General information about the rules, not a licensed financial service. |
| capsB | Caps and thresholds for one financial year, e.g. "2026-27": concessional and non-concessional caps, bring-forward bands, general transfer balance cap, total super balance gates and Division 296 thresholds, each with its source. |
| days_untilA | Days from today on the Australia/Sydney calendar to a deadline id (tbar-quarterly,
pension-minimum, div296-first-test, sar-self-preparer, sar-new-fund) or a YYYY-MM-DD
date. |
| contribution_headroomA | Remaining room under the concessional and non-concessional caps from the figures given, with each rule applied listed and cited. Integer cents in and out; no division, so nothing is rounded. Total super balance is the prior 30 June figure. General information about the rules, not a licensed financial service. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| rules_index | Index of every rule id with its title, category and primary source. |
TDQS
Scored across 6 tools
The first three tools are clearly distinct: list, get, and search. days_until and contribution_headroom are also clearly separate utilities, but caps overlaps with list_rules' caps category, creating mild ambiguity about which tool to use for cap/threshold lookups.
list_rules, get_rule, and search_rules follow a clean verb_noun pattern, but caps, days_until, and contribution_headroom break that pattern with noun-only or noun-style names. The names are still readable and intuitive, but the convention is inconsistent.
Six tools is well-scoped for an SMSF rules reference server: listing, retrieval, search, cap lookups, deadline calculations, and contribution headroom each earn their place without bloat or thinness.
The surface covers core lookup, search, cap/threshold, deadline, and contribution calculations for the stated domain. A minor gap is the lack of a dedicated deadline-listing or enumeration tool, but the provided deadline ids are documented and workable.