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mcp-form5500

Form 5500 MCP — wraps the U.S. DOL/EBSA EFAST2 Form 5500 Search service (the live JSON backend behind efast.dol.gov/5500Search, an AWS CloudSearch index of ~14.3M employee-benefit / pension plan filings). Keyless, no auth.

Part of Pipeworx — an MCP gateway connecting AI agents to 1856+ live data sources. This is an independent, unofficial integration — not affiliated with, endorsed by, or published by the upstream provider.

Tools

Tool

Description

form5500_search

Search U.S. Department of Labor Form 5500 / 5500-SF filings (employee benefit & pension plans, EFAST2) by plan sponsor name, employer EIN, plan name, state, and/or plan year. Returns matching filings with sponsor, plan name/number, participant counts, plan assets, plan type, and a link to the filing PDF. Provide at least one of sponsor, ein, plan_name, or state.

form5500_filing

Get Form 5500 filing detail from the DOL EFAST2 index. Pass ack_id for a single filing (sponsor, plan name/number, participant counts, begin/end-of-year plan assets, plan type, filing date, and full filing PDF URL). Pass ein instead to get a plan sponsor's full filing history (all Form 5500 filings for that EIN, newest first). Note: line-item detail such as Schedule C service providers is not in the search index — the returned pdf_url links to the complete filing.

Related MCP server: dol-whd

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "form5500": {
      "url": "https://gateway.pipeworx.io/form5500/mcp"
    }
  }
}

What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/form5500/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1856+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

curl -X POST https://gateway.pipeworx.io/v1/tools/form5500_search \
  -H 'Content-Type: application/json' \
  -d '{"sponsor":"Apple Inc","limit":5}'

No account needed for the first calls. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/form5500_search. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Run it from npm

@pipeworx/mcp-form5500 is a local stdio bridge to the Pipeworx gateway: your MCP client starts it with npx, and it forwards every call to the same https://gateway.pipeworx.io/form5500/mcp endpoint shown above. It needs network access; there is no offline mode.

{
  "mcpServers": {
    "form5500": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-form5500"]
    }
  }
}

Without a key it calls anonymously, capped at 50 calls a day. A free account raises that to 200 a day: get a key at https://pipeworx.io/signup and add "env": { "PIPEWORX_API_KEY": "<your key>" } to the server entry. The key is sent as a Bearer token, the same way a hosted connection sends it, so calls are metered and billed exactly as they are there.

It lists only this pack's tools by default. Set PIPEWORX_META_TOOLS=1 to also list ask_pipeworx and the other gateway-wide tools.

Behind an HTTPS proxy: Node's built-in fetch does not read HTTPS_PROXY by default. Newer Node releases honour it when NODE_USE_ENV_PROXY=1 is set; check your Node version's documentation.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

ask_pipeworx({ question: "your question about Form5500 data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT

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